IdexIEX

13F holders, Q3 2025 (September 30)
634holders −5
77new positions
79sold out
11famous investors
$164.49avg. 13F price*

At the end of Q3 2025, 634 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 5 from Q2 2025. 77 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.5B), Wellington Management Group LLP ($1.1B) and BlackRock, Inc. ($924.6M). 11 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Idex Corp.
Sector
Industrials
CUSIP
45167R104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 624Q1 2024Q2 2024: 631Q2 2024Q3 2024: 613Q3 2024Q4 2024: 630Q4 2024Q1 2025: 640Q1 2025Q2 2025: 639Q2 2025Q3 2025: 634Q3 2025Q4 2025: 630Q4 2025Q1 2026: 677Q1 2026Q2 2026: 691Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$145.4M
Exits79$244.0M

All 13F filers, Q2 2025 → Q3 2025: 7,892,209 shares bought and 8,578,256 shares sold, net −686,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 634 holders

Vanguard Group Inc. 0.02% Reduce -1.1% 9,092,987 $1.5B
Wellington Management Group LLP 0.18% Add +3.4% 6,477,929 $1.1B
BlackRock, Inc. 0.02% Reduce -1.8% 5,680,781 $924.6M
Morgan Stanley 0.03% Add +7.6% 3,370,742 $548.6M
State Street Corp. 0.02% Add +1.8% 3,154,742 $513.5M
Nordea Investment Management AB 0.33% Add +193.6% 2,364,312 $382.0M
Geode Capital Management, LLC 0.02% Add +1.3% 2,027,098 $328.6M
Impax Asset Management Group plc 1.86% Reduce -0.3% 1,960,819 $319.1M
Van Eck Associates Corp. 0.29% Add +8.3% 1,913,157 $311.4M
Invesco Ltd. 0.05% Add +16.1% 1,809,788 $294.6M
Primecap Management Co. 0.22% Add +250.7% 1,730,580 $281.7M
Amundi 0.08% Add +18.7% 1,517,903 $248.8M
First Trust Advisors LP 0.12% Add +6.2% 1,002,457 $163.2M
Champlain Investment Partners, LLC 1.16% Reduce -6.4% 941,927 $153.3M
Bank of Montreal 0.06% Add +22.5% 49,681 $148.1M
Fenimore Asset Management Inc 2.85% Add +0.2% 874,679 $142.4M
Flossbach Von Storch SE 0.51% Add +23.4% 791,020 $128.7M
Northern Trust Corp. 0.02% Reduce -0.9% 765,995 $124.7M
Pictet Asset Management Holding SA 0.12% Add +12.1% 739,327 $120.3M
Fisher Asset Management 0.04% Add +2.5% 724,802 $118.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -18.5% 693,067 $112.8M
Alecta Tjanstepension Omsesidigt 0.50% No change 689,900 $112.2M
Goldman Sachs Group Inc. 0.02% Add +40.0% 685,276 $111.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.3% 658,989 $107.3M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -57.2% 636,943 $103.7M
Dimensional Fund Advisors LP 0.02% Add +2.9% 620,175 $100.9M
Bank of New York Mellon Corp 0.02% Reduce -5.8% 616,079 $100.3M
UBS Group AG 0.02% Reduce -12.8% 608,296 $99.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% Add +1.4% 510,386 $83.1M
Legal & General Group Plc 0.02% Add +4.0% 496,455 $80.8M
Snyder Capital Management L P 1.51% Reduce -1.6% 489,700 $79.7M
Findlay Park Partners LLP 0.76% Reduce -1.8% 444,899 $72.4M
Voloridge Investment Management, LLC 0.23% Add +82.4% 422,936 $68.8M
JPMorgan Chase & Co. 0.00% Reduce -15.7% 407,052 $66.3M
Weitz Investment Management, Inc. 3.59% Add +0.1% 406,475 $66.2M
Bank of America Corp. 0.00% Reduce -0.0% 401,656 $65.4M
Westfield Capital Management Co. LP 0.27% Reduce -9.2% 398,283 $64.8M
Deutsche Bank AG 0.02% Add +2.3% 389,216 $63.3M
Boston Trust Walden Corp 0.46% Add +0.2% 382,246 $62.2M
T. Rowe Price Associates Inc. 0.01% Reduce -81.4% 374,124 $60.9M
Barclays PLC 0.02% Reduce -73.5% 353,884 $57.6M
Dodge & Cox 0.03% New 344,342 $56.0M
Deprince Race & Zollo Inc. 1.12% Add +15.9% 344,200 $56.0M
Citadel Advisors 0.04% Add +272.4% 336,945 $54.8M
State Farm Mutual Automobile Insurance Co. 0.05% No change 335,939 $54.7M
Two Sigma Investments, LP 0.09% Add +446.8% 329,337 $53.6M
Schroder Investment Management Group 0.04% Add +0.3% 316,222 $51.3M
Qube Research & Technologies Ltd 0.07% Reduce -52.3% 311,552 $50.7M
Johnson Investment Counsel Inc. 0.41% Reduce -2.5% 302,897 $49.3M
Squarepoint Ops LLC 0.10% Add +9.7% 290,131 $47.2M
Allianz Asset Management GmbH 0.06% Reduce -35.1% 288,572 $47.0M
Ensign Peak Advisors, Inc 0.07% Reduce -9.6% 273,683 $44.5M
Robeco Schweiz AG 0.99% Add +14.2% 271,089 $44.1M
Millennium Management 0.04% Reduce -55.7% 270,233 $44.0M
Premier Fund Managers Ltd 1.74% Reduce -13.2% 261,588 $42.5M
HSBC Holdings PLC 0.02% Add +1.5% 253,997 $41.3M
D. E. Shaw & Co. 0.04% Add +205.4% 250,789 $40.8M
Maren Capital LLC 2.26% Add +5.5% 248,908 $40.5M
Adage Capital Partners Gp, L.L.C. 0.06% Add +253.4% 244,476 $39.8M
King Luther Capital Management Corp. 0.16% Reduce -60.8% 238,057 $38.7M
Corient Private Wealth LP 0.06% Add +0.5% 222,858 $36.3M
Two Sigma Advisers, LP 0.07% Add +35.0% 221,000 $36.0M
Baron Capital (BAMCO) 0.09% Reduce -0.9% 218,922 $35.6M
Swiss National Bank 0.02% Reduce -4.5% 217,800 $35.4M
Brown Advisory Inc. 0.04% Reduce -4.5% 198,795 $32.4M
Arrowstreet Capital, Limited Partnership 0.02% Add +74.5% 193,981 $31.6M
Gabelli Funds LLC 0.21% Reduce -1.3% 190,900 $31.1M
California Public Employees Retirement System 0.02% Reduce -3.1% 178,764 $29.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.7% 174,571 $28.4M
GAMCO Investors 0.28% Reduce -0.4% 174,399 $28.4M
CIBC Private Wealth Group LLC 0.05% Reduce -2.7% 172,312 $28.0M
Rhumbline Advisers 0.02% Reduce -4.1% 170,659 $27.8M
Renaissance Technologies 0.04% Add +1899.1% 170,425 $27.7M
Evelyn Partners Investment Management LLP 0.78% Reduce -4.1% 169,727 $27.6M
Nuveen, LLC 0.01% Reduce -0.5% 163,056 $26.5M
FIL Ltd 0.02% Reduce -57.1% 162,887 $26.5M
Nuance Investments, LLC 2.69% Add +102.3% 162,594 $26.5M
ASR Vermogensbeheer N.V. 0.32% Add +13.1% 159,934 $26.0M
AE Wealth Management LLC 0.16% Add +4.2% 158,841 $25.9M
BLI - Banque de Luxembourg Investments 0.73% Add +66.5% 154,800 $25.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +0.4% 154,106 $25.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.3% 153,619 $25.0M
Sei Investments Co. 0.03% Add +6.1% 152,141 $24.8M
BNP Paribas Financial Markets 0.02% Add +51.0% 150,633 $24.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -12.6% 149,842 $24.4M
Comerica Bank 0.09% Reduce -1.4% 140,050 $22.8M
California State Teachers Retirement System 0.02% Reduce -0.0% 136,167 $22.2M
Nicholas Company, Inc. 0.37% Add +28.0% 132,563 $21.6M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 128,236 $20.9M
Mountain Pacific Investment Advisers LLC 3.09% Reduce -49.8% 121,238 $19.7M
AQR Capital Management 0.01% Add +189.3% 118,218 $19.2M
CANADA LIFE ASSURANCE Co 0.03% Add +3.1% 116,814 $19.0M
DF Dent & Co. Inc. 0.24% Reduce -12.5% 116,241 $18.9M
Citigroup Inc. 0.01% Add +15.4% 114,638 $18.7M
Northwest & Ethical Investments L.P. 0.44% No change 113,506 $18.5M
DekaBank Deutsche Girozentrale 0.03% No change 112,957 $18.2M
Port Capital LLC 0.74% Reduce -39.5% 109,791 $17.9M
Russell Investments Group, Ltd. 0.02% Add +44.7% 109,700 $17.9M
Harvey Investment Co. LLC 1.90% Add +24.6% 109,344 $17.8M
Thematics Asset Management 0.80% Add +11.3% 108,154 $17.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -2.8% 100,481 $16.4M
Clarkston Capital Partners, LLC 0.35% No change 100,035 $16.3M
Geneva Capital Management LLC 0.28% Reduce -4.9% 99,415 $16.2M
Curi Capital, LLC 0.29% Reduce -5.0% 97,632 $15.9M
Eventide Asset Management, LLC 0.26% Reduce -5.3% 96,382 $15.7M
Royal Bank of Canada 0.00% Add +10.0% 91,016 $14.8M
Sone Capital Management, LLC 1.24% Reduce -60.2% 90,772 $14.8M
Lombard Odier Asset Management (Europe) Ltd 1.08% Add +216.1% 126,989 $14.6M
Speece Thorson Capital Group Inc. 2.91% Reduce -1.2% 89,429 $14.6M
Alliancebernstein L.P. 0.00% Reduce -1.5% 88,902 $14.5M
Principal Financial Group Inc. 0.01% Reduce -4.7% 88,010 $14.3M
Public Employees Retirement Association of Colorado 0.05% Reduce -18.6% 81,713 $13.3M
New York State Common Retirement Fund 0.02% Add +9.3% 80,559 $13.1M
Envestnet Asset Management Inc. 0.00% Reduce -28.0% 72,770 $11.8M
Regents Gate Capital LLP 4.18% Add +4.6% 72,303 $11.8M
Distillate Capital Partners LLC 0.59% Reduce -1.8% 70,045 $11.4M
Danske Bank A/S 0.03% Add +39.5% 69,900 $11.4M
TD Asset Management Inc 0.01% Reduce -47.2% 68,826 $11.2M
ExodusPoint Capital Management, LP 0.16% New 68,130 $11.1M
Redwood Grove Capital, LLC 3.08% New 66,100 $10.8M
Candriam S.C.A. 0.06% Reduce -2.1% 64,246 $10.5M
Aberdeen Group plc 0.02% Reduce -1.1% 64,375 $10.4M
Numerai GP LLC 1.43% Add +19.4% 62,313 $10.1M
Holocene Advisors, LP 0.02% Reduce -21.9% 62,159 $10.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -2.0% 61,173 $10.0M
AEGON ASSET MANAGEMENT UK Plc 0.12% Reduce -2.3% 61,029 $9.9M
Aviva PLC 0.02% Add +6.6% 59,403 $9.7M
FMR LLC 0.00% Reduce -8.0% 59,240 $9.6M
GW&K Investment Management, LLC 0.08% Reduce -84.4% 58,734 $9.6M
St. James Investment Company, LLC 1.48% New 57,984 $9.4M
State of Wisconsin Investment Board 0.02% Add +1.7% 57,073 $9.3M
Manufacturers Life Insurance Company, The 0.01% Add +31.2% 56,323 $9.2M
Victory Capital Management Inc. 0.01% Reduce -0.3% 55,459 $9.0M
Swedbank AB 0.01% No change 55,396 $9.0M
Assenagon Asset Management S.A. 0.01% Add +273.5% 55,047 $9.0M
New York State Teachers Retirement System 0.02% Reduce -0.1% 53,778 $8.8M
Quantbot Technologies LP 0.24% Add +80.3% 53,190 $8.7M
Mirova 1.22% Add +6.7% 52,948 $8.6M
Raiffeisen Bank International AG 0.11% Add +1.3% 51,195 $8.3M
Glenmede Investment Management, LP 0.04% Add +1285.3% 50,216 $8.2M
Raymond James Financial Inc. 0.00% Reduce -35.3% 48,395 $7.9M
National Bank of Canada 0.01% Reduce -10.9% 47,042 $7.7M
ICICI Prudential Asset Management Co Ltd 0.79% Add +87.6% 46,041 $7.5M
Duff & Phelps Investment Management Co. 0.08% Reduce -14.3% 45,641 $7.4M
Marshall Wace, LLP 0.01% Add +64.9% 43,626 $7.1M
Toronto Dominion Bank 0.01% Add +41.4% 43,332 $7.1M
Prudential Financial Inc. 0.01% Add +0.3% 43,302 $7.0M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -4.4% 42,559 $6.9M
Prudential PLC 0.05% Reduce -6.6% 42,001 $6.8M
Sienna Gestion 0.47% New 45,053 $6.7M
DNB Asset Management AS 0.02% Add +97.5% 40,583 $6.6M
Royal London Asset Management Ltd. 0.01% No change 38,601 $6.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.7% 38,422 $6.3M
Northstar Asset Management Inc. 1.58% Reduce -4.8% 37,430 $6.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +5.0% 37,207 $6.1M
Macquarie Group Ltd. 0.01% Reduce -19.9% 36,491 $5.9M
APG Asset Management N.V. 0.02% No change 41,700 $5.8M
Korea Investment CORP 0.01% Reduce -1.2% 35,427 $5.8M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 33,980 $5.5M
Trexquant Investment LP 0.06% New 33,897 $5.5M
Verition Fund Management LLC 0.03% Reduce -24.8% 33,837 $5.5M
Jump Financial, LLC 0.07% New 33,748 $5.5M
Asset Management One Co., Ltd. 0.02% Reduce -0.3% 33,214 $5.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -0.8% 32,401 $5.3M
Y-Intercept (Hong Kong) Ltd 0.13% Reduce -17.2% 32,202 $5.2M
Boothbay Fund Management, LLC 0.13% Add +1165.6% 30,247 $4.9M
Neuberger Berman Group LLC 0.00% Reduce -5.5% 30,160 $4.9M
B. Metzler seel. Sohn & Co. AG 0.04% Add +33.1% 29,382 $4.8M
WINTON GROUP Ltd 0.18% New 29,382 $4.8M
Nisa Investment Advisors, LLC 0.02% Reduce -17.9% 28,562 $4.6M
PNC Financial Services Group, Inc. 0.00% Add +4.1% 28,288 $4.6M
Mn Services Vermogensbeheer B.V. 0.03% No change 27,890 $4.5M
KLP Kapitalforvaltning As 0.02% No change 27,100 $4.4M
Credit Agricole S A 0.01% — 26,795 $4.4M
Ecofi Investissements SA 5.10% Reduce -52.0% 26,100 $4.2M
Natixis Advisors, LLC 0.01% Reduce -30.8% 25,976 $4.2M
State of New Jersey Common Pension Fund D 0.02% Add +6.9% 25,528 $4.2M
Covea Finance 0.14% No change 25,400 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -1.8% 25,151 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Add +0.5% 24,788 $4.0M
Aquatic Capital Management LLC 0.07% Reduce -13.0% 24,643 $4.0M
Voya Investment Management LLC 0.00% Reduce -9.3% 24,173 $3.9M
Resona Asset Management Co.,Ltd. 0.02% Reduce -9.9% 24,184 $3.9M
Sawgrass Asset Management LLC 0.48% New 24,053 $3.9M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 23,779 $3.9M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 23,613 $3.8M
Handelsbanken Fonder AB 0.01% Add +16.9% 23,500 $3.8M
Truist Financial Corp. 0.01% Reduce -48.0% 22,501 $3.7M
Arizona State Retirement System 0.02% Add +1.4% 22,384 $3.6M
Baader Bank Aktiengesellschaft 0.29% New 21,809 $3.5M
Gotham Asset Management 0.02% Add +94.7% 21,305 $3.5M
IFM Investors Pty Ltd 0.03% Add +4.9% 21,381 $3.4M
State of Michigan Retirement System 0.02% Reduce -1.0% 20,380 $3.3M
Franklin Street Advisors Inc. 0.19% Reduce -16.6% 20,125 $3.3M
Wells Fargo & Company 0.00% Add +27.0% 20,027 $3.3M
LPL Financial LLC 0.00% Add +7.4% 19,281 $3.1M
Vest Financial, LLC 0.04% Reduce -9.6% 19,128 $3.1M
Czech National Bank 0.02% Add +3.6% 19,122 $3.1M
MetLife Investment Management, LLC 0.01% Reduce -2.9% 18,682 $3.0M
Evelyn Partners Investment Management Services Ltd 0.41% Add +20.6% 18,589 $3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.4% 18,079 $2.9M
Summit Trail Advisors, LLC 0.04% Add +100.1% 17,634 $2.9M
Morningstar Investment Management LLC 0.10% New 17,476 $2.8M
Aristotle Capital Boston, LLC 0.14% Add +20.4% 17,253 $2.8M
GHP Investment Advisors, Inc. 0.12% Reduce -12.5% 17,083 $2.8M
Rakuten Investment Management, Inc. 0.01% — 6,281 $2.7M
Natixis 0.01% Add +20.7% 16,381 $2.7M
Empowered Funds, LLC 0.03% Add +263.0% 16,254 $2.6M
Retirement Systems of Alabama 0.01% Reduce -0.9% 16,060 $2.6M
Zurich Insurance Group Ltd 0.02% New 15,967 $2.6M
USS Investment Management Ltd 0.01% Add +2.5% 15,585 $2.5M
Delta Global Management LP 0.19% Add +14.7% 15,525 $2.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -7.3% 15,045 $2.4M
Swiss Life Asset Management Ltd 0.01% Add +4.9% 15,043 $2.4M
Occudo Quantitative Strategies LP 0.29% Add +458.8% 14,785 $2.4M
Forsta Ap-Fonden 0.01% Add +7.3% 14,700 $2.4M
NFJ Investment Group, LLC 0.08% Reduce -0.9% 14,540 $2.4M
Amalgamated Bank 0.02% Reduce -2.2% 14,384 $2.3M
Tounjian Advisory Partners, LLC 0.78% Reduce -21.8% 14,286 $2.3M
ProShare Advisors LLC 0.00% Add +9.1% 14,153 $2.3M
Formuepleje A/S 0.13% Reduce -6.6% 14,136 $2.3M
UniSuper Management Pty Ltd 0.01% Add +20.5% 14,055 $2.3M
Quantinno Capital Management LP 0.01% Add +12.5% 14,010 $2.3M
Daiwa Securities Group Inc. 0.01% Add +3.5% 13,985 $2.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -54.7% 13,763 $2.2M
Creative Planning 0.00% Add +11.9% 13,569 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.1% 13,368 $2.2M
Cetera Investment Advisers 0.00% Add +153.8% 13,469 $2.2M
Exchange Traded Concepts, LLC 0.02% Add +1013.9% 13,467 $2.2M
L. Roy Papp & Associates, LLP 0.25% Reduce -2.6% 13,409 $2.2M
Legacy Wealth Management, LLC / MS 0.65% Reduce -18.9% 13,353 $2.2M
Coldstream Capital Management Inc. 0.03% Reduce -4.6% 13,224 $2.2M
Man Group plc 0.00% Add +266.7% 13,196 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.8% 13,186 $2.1M
Mariner, LLC 0.00% Add +61.3% 12,870 $2.1M
Baird Financial Group, Inc. 0.00% Add +485.3% 12,783 $2.1M
Ilmarinen Mutual Pension Insurance Co 0.02% New 12,500 $2.0M
Utah Retirement Systems 0.02% No change 12,503 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +6.2% 12,176 $2.0M
Kennedy Capital Management LLC 0.04% Reduce -3.6% 11,683 $1.9M
Quadrature Capital Ltd 0.02% New 11,584 $1.9M
Caxton Associates LLP 0.05% Reduce -16.4% 11,579 $1.9M
Henshaw Capital LLC 0.07% Add +0.4% 11,435 $1.9M
Easterly Investment Partners LLC 0.12% New 11,079 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -8.6% 10,859 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +5.3% 10,737 $1.7M
Tredje AP-fonden 0.01% Add +19.2% 10,571 $1.7M
CIBC Asset Management Inc 0.01% Add +0.1% 10,511 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -73.2% 10,424 $1.7M
CIBC Bancorp USA Inc. 0.01% — 10,397 $1.7M
Captrust Financial Advisors 0.00% Reduce -25.6% 10,343 $1.7M
New York Life Investment Management LLC 0.01% Add +0.2% 10,334 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -4.1% 10,205 $1.7M
Xponance LLC 0.01% Reduce -4.9% 10,111 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -13.7% 9,899 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +0.9% 9,692 $1.6M
Osaic Holdings, Inc. 0.00% Add +58.2% 9,626 $1.6M
Guyasuta Investment Advisors Inc. 0.09% Reduce -2.1% 9,509 $1.5M
Bridgewater Associates 0.01% New 9,459 $1.5M
Storebrand Asset Management As 0.00% Reduce -21.2% 9,397 $1.5M
Bank of Nova Scotia 0.00% Add +24.7% 9,277 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -7.6% 9,140 $1.5M
AXA Investment Managers S.A. 0.00% — 8,950 $1.5M
Oddo BHF Asset Management Sas 0.06% Add +20.8% 8,931 $1.5M
OP Asset Management Ltd 0.02% No change 8,678 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -81.2% 8,635 $1.4M
Oregon Public Employees Retirement Fund 0.02% Add +32.3% 8,605 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.0% 8,433 $1.4M
State of Tennessee, Department of Treasury 0.00% No change 8,484 $1.4M
Canada Pension Plan Investment Board 0.00% Reduce -11.0% 8,305 $1.4M
KBC Group NV 0.00% No change 8,197 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -5.8% 8,162 $1.3M
Franklin Resources Inc. 0.00% Add +5.0% 8,120 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -5.0% 8,066 $1.3M
Engineers Gate Manager LP 0.01% Reduce -82.0% 8,037 $1.3M
Intrust Bank NA 0.11% Reduce -1.7% 7,971 $1.3M
Point72 Asset Management 0.00% New 7,809 $1.3M
TrueMark Investments, LLC 0.22% Add +14.9% 7,797 $1.3M
Jain Global LLC 0.02% New 7,774 $1.3M
Callan Family Office, LLC 0.04% Reduce -2.0% 7,749 $1.3M
Lecap Asset Management Ltd. 0.44% Reduce -32.1% 7,739 $1.3M
Janus Henderson Group PLC 0.00% Reduce -15.6% 7,585 $1.2M
South Dakota Investment Council 0.02% Add +91.8% 7,575 $1.2M
Glenview Trust Co 0.02% Add +4.3% 7,119 $1.2M
Robeco Institutional Asset Management B.V. 0.00% Reduce -79.5% 7,069 $1.2M
Metis Global Partners, LLC 0.03% Reduce -5.0% 7,018 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -39.2% 7,003 $1.1M
HighTower Advisors, LLC 0.00% Reduce -21.3% 6,995 $1.1M
M&T Bank Corp 0.00% Reduce -27.3% 6,985 $1.1M
Machina Capital S.A.S. 0.20% Reduce -47.3% 6,895 $1.1M
Bokf, NA 0.02% Reduce -0.2% 6,853 $1.1M
SummitTX Capital, L.P. 0.05% Reduce -30.5% 6,843 $1.1M
Rafferty Asset Management, LLC 0.00% Reduce -0.7% 6,774 $1.1M
Bard Associates Inc. 0.29% Reduce -2.3% 6,593 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -23.6% 6,562 $1.1M
Public Sector Pension Investment Board 0.00% Add +14.4% 6,518 $1.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Add +34.5% 6,442 $1.0M
Montag A & Associates Inc. 0.05% Reduce -7.2% 6,386 $1.0M
Tidal Investments LLC 0.00% Add +33.8% 6,344 $1.0M
Diversified Trust Co. 0.02% Add +0.6% 6,254 $1.0M
Focus Partners Wealth 0.00% Reduce -10.7% 6,246 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -6.6% 6,157 $1.0M
Pacer Advisors, Inc. 0.00% Add +0.3% 6,096 $992K
RNC Capital Management LLC 0.05% New 6,052 $985K
Teachers Retirement System of the State of Kentucky 0.01% No change 5,930 $965K
EDENTREE ASSET MANAGEMENT Ltd 0.23% Add +16.8% 5,900 $960K
Cwm, LLC 0.00% Add +182.6% 5,894 $959K
Guidance Capital, Inc. 0.25% Add +9.0% 5,702 $958K
Bridgefront Capital, LLC 0.27% Add +5.1% 5,700 $928K
Mizuho Securities USA LLC 0.02% Add +4.9% 5,483 $902K
ING Groep NV 0.00% New 5,447 $887K
Sierra Legacy Group 0.65% Add +31.3% 5,368 $874K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +51.0% 5,351 $867K
US Bancorp \de 0.00% Reduce -26.6% 5,220 $850K
FORA Capital, LLC 0.15% Reduce -62.5% 5,175 $842K
Compass Ion Advisors, LLC 0.08% No change 4,922 $801K
Nomura Holdings Inc. 0.00% New 4,854 $790K
Ossiam 0.01% Add +27.9% 4,847 $789K
Kentucky Retirement Systems 0.02% Reduce -2.2% 4,745 $772K
North Star Investment Management Corp. 0.05% No change 4,686 $763K
Sterling Capital Management LLC 0.01% Reduce -7.1% 4,673 $761K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.6% 4,576 $745K
Albert D Mason Inc. 0.48% Add +5.3% 4,566 $743K
Hahn Capital Management LLC 0.35% Reduce -4.3% 4,438 $722K
Hikari Power Ltd 0.06% Add +27.0% 4,370 $711K
Hartford Investment Management Co. 0.02% Reduce -3.1% 4,351 $708K
Norinchukin Bank, The 0.01% Add +0.8% 4,348 $708K
Jefferies Financial Group Inc. 0.01% Reduce -4.5% 4,286 $698K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -39.8% 4,211 $685K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -17.2% 4,200 $684K
Cerity Partners LLC 0.00% Reduce -77.8% 4,143 $675K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -1.6% 4,058 $660K
Louisiana State Employees Retirement System 0.01% No change 4,000 $651K
Mairs & Power Inc. 0.01% No change 4,000 $651K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -43.0% 3,940 $641K
Federation des caisses Desjardins du Quebec 0.00% Add +21.7% 3,920 $638K
Tevis Investment Management 0.38% New 3,919 $638K
Sepio Capital, LP 0.04% Reduce -0.1% 3,906 $636K
EntryPoint Capital, LLC 0.25% New 3,900 $635K
Intech Investment Management LLC 0.01% Reduce -0.1% 3,872 $630K
Vestcor Inc 0.02% Reduce -10.0% 3,802 $619K
First Manhattan Co. Llc. 0.00% No change 3,778 $615K
Welch Group, LLC 0.02% No change 3,700 $602K
Qsemble Capital Management, LP 0.06% Reduce -8.0% 3,684 $600K
Investment Management Corp of Ontario 0.01% Add +99.7% 3,616 $589K
Stifel Financial Corp. 0.00% Reduce -62.1% 3,587 $586K
Blair William & Co. 0.00% Reduce -3.1% 3,584 $583K
Gulf International Bank (UK) Ltd 0.02% Reduce -4.9% 3,546 $577K
Maryland State Retirement & Pension System 0.01% No change 3,541 $576K
S-Bank Fund Management Ltd 0.08% Reduce -1.3% 3,510 $571K
E. Ohman J:or Asset Management AB 0.01% No change 3,500 $570K
Securian Asset Management, Inc. 0.02% Reduce -9.8% 3,492 $568K
Medina Value Partners, LLC 0.13% New 3,479 $566K
Semanteon Capital Management, LP 0.71% New 3,469 $565K
New Mexico Educational Retirement Board 0.02% Reduce -2.9% 3,400 $553K
Rice Hall James & Associates, LLC 0.03% Reduce -0.5% 3,343 $544K
Wealthfront Advisers LLC 0.00% Reduce -1.0% 3,319 $540K
Duncker Streett & Co. Inc. 0.09% No change 3,305 $538K
Daiichi Life Insurance Co., Ltd. 0.01% No change 3,262 $531K
Larson Financial Group LLC 0.02% Add +3962.5% 3,250 $529K
Segment Wealth Management, LLC 0.03% No change 3,221 $524K
Peregrine Capital Management LLC 0.02% No change 3,199 $521K
Element Capital Management LLC 0.71% New 3,083 $502K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.1% 2,981 $485K
Oppenheimer Asset Management Inc. 0.01% Reduce -70.4% 2,972 $484K
Net Worth Advisory Group 0.14% Reduce -9.1% 2,950 $480K
Massachusetts Financial Services Co. 0.00% Reduce -90.9% 2,947 $480K
Sandhill Capital Partners LLC 0.03% No change 2,907 $473K
Rockefeller Capital Management L.P. 0.00% Reduce -96.4% 2,798 $455K
Sovereign's Capital Management, LLC 0.25% Add +0.8% 2,794 $455K
Camelot Portfolios, LLC 0.26% Reduce -4.2% 2,730 $444K
Vident Advisory, LLC 0.00% Add +6.9% 2,730 $444K
OMERS ADMINISTRATION Corp 0.00% No change 2,708 $441K
Praxis Investment Management Inc. 0.03% No change 2,700 $439K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,679 $436K
Assetmark, Inc. 0.00% Add +40.6% 2,670 $435K
Allstate Corp. 0.01% New 2,634 $429K
Empirical Finance, LLC 0.02% Add +1.0% 2,627 $428K
Avior Wealth Management, LLC 0.01% Reduce -8.6% 2,617 $426K
Stock Yards Bank & Trust Co. 0.01% No change 2,609 $425K
National Pension Service 0.00% Add +106.4% 2,537 $413K
Mackenzie Financial Corp. 0.00% Reduce -1.3% 2,492 $406K
Commerce Bank 0.00% Reduce -9.1% 2,485 $404K
Entropy Technologies, LP 0.03% Reduce -70.9% 2,443 $398K
Rockland Trust Co. 0.02% New 2,443 $398K
Fifth Third Bancorp 0.00% Add +28.5% 2,441 $397K
Worldquant Millennium Advisors LLC 0.00% New 2,423 $394K
Fullcircle Wealth LLC 0.14% Add +32.8% 2,348 $394K
Orion Porfolio Solutions, LLC 0.00% Reduce -76.8% 2,414 $393K
MML Investors Services, LLC 0.00% Reduce -40.0% 2,412 $393K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 2,400 $391K
&partners 0.00% Add +86.2% 2,394 $390K
WCM Investment Management, LLC 0.00% Add +31.1% 2,375 $385K
Rovin Capital /Ut/ 0.11% Reduce -5.5% 2,362 $384K
Fagan Associates, Inc. 0.05% Reduce -1.1% 2,345 $382K
Phoenix Financial Ltd. 0.00% Add +20.6% 2,299 $374K
Atom Investors LP 0.03% Reduce -57.2% 2,298 $374K
CI Investments Inc. 0.00% Reduce -7.8% 2,288 $372K
Smartleaf Asset Management LLC 0.02% Reduce -8.4% 2,259 $366K
Sanctuary Advisors, LLC 0.00% Reduce -5.0% 2,213 $360K
Guinness Asset Management LTD 0.01% Reduce -1.4% 2,214 $359K
Panagora Asset Management Inc. 0.00% No change 2,203 $359K
Ostrum Asset Management 0.02% Reduce -3.0% 2,176 $354K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.9% 2,162 $352K
Atria Investments, Inc 0.00% Reduce -30.5% 2,102 $342K
Azzad Asset Management Inc. 0.03% Add +8.7% 2,100 $342K
Wahed Invest LLC 0.05% Add +0.6% 2,067 $336K
Mufg Securities Americas Inc. 0.02% Add +21.3% 2,031 $331K
Balyasny Asset Management L.P. 0.00% New 2,005 $326K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -3.4% 1,989 $324K
Point72 Hong Kong Ltd 0.01% New 1,982 $323K
Tectonic Advisors LLC 0.02% New 1,977 $322K
Crossmark Global Holdings, Inc. 0.00% Reduce -10.7% 1,929 $314K
Tower Research Capital LLC (TRC) 0.01% Add +67.1% 1,922 $313K
Verdence Capital Advisors LLC 0.02% Add +5.4% 1,864 $312K
Fiduciary Trust Co 0.00% Reduce -24.9% 1,884 $307K
Lombard Odier Asset Management (USA) Corp 0.08% New 1,883 $306K
Polymer Capital Management (HK) LTD 0.04% New 1,861 $303K
GC Wealth Management RIA, LLC 0.01% New 1,834 $299K
Graham Capital Management, L.P. 0.02% New 1,812 $295K
STRS Ohio 0.00% No change 1,807 $294K
Inspire Advisors, LLC 0.03% Reduce -53.9% 1,799 $293K
Meeder Advisory Services, Inc. 0.01% Reduce -30.3% 1,787 $291K
Requisite Capital Management, LLC 0.05% New 1,783 $290K
Summit Wealth Group LLC / Co. 0.03% New 594 $289K
Beacon Financial Group 0.03% New 1,773 $289K
DAVENPORT & Co LLC 0.00% Reduce -8.4% 1,769 $288K
Axq Capital, LP 0.11% Reduce -22.9% 1,742 $284K
Chicago Partners Investment Group LLC 0.01% Add +16.1% 1,669 $279K
Canvas Wealth Advisors, LLC 0.05% New 1,639 $274K
Two Sigma Securities, LLC 0.04% Reduce -56.4% 1,665 $271K
Horizon Investments, LLC 0.00% Reduce -55.6% 1,645 $267K
Scratch Capital LLC 0.17% New 1,601 $261K
Estabrook Capital Management 0.04% No change 1,600 $260K
Procyon Advisors, LLC 0.01% Add +2.0% 1,517 $247K
Bahl & Gaynor LLC 0.00% No change 1,509 $246K
HB Wealth Management, LLC 0.00% Add +27.8% 1,499 $244K
Salvus Wealth Management, LLC 0.14% New 1,485 $242K
Polymer Capital Management (US) LLC 0.03% New 1,470 $239K
RMR Wealth Builders 0.02% Add +0.3% 1,463 $238K
MUFG Securities EMEA plc 0.01% Add +546.2% 1,441 $235K
FourThought Financial Partners, LLC 0.02% New 1,431 $233K
Advisory Alpha, LLC 0.01% No change 1,410 $233K
ICW Investment Advisors LLC 0.08% New 1,428 $232K
Wallington Asset Management, LLC 0.03% No change 1,400 $228K
OneAscent Investment Solutions LLC 0.24% Reduce -9.6% 1,383 $225K
Equitable Trust Co. 0.01% Add +8.1% 1,369 $223K
Checchi Capital Advisers, LLC 0.02% Add +0.9% 1,365 $222K
NEOS Investment Management LLC 0.00% New 1,340 $218K
Virtu Financial LLC 0.01% Reduce -79.3% 1,336 $217K
Forum Financial Management, LP 0.00% Reduce -9.6% 1,332 $217K
Jones Financial Companies LLLP 0.00% Add +67.7% 1,330 $215K
Blueshift Asset Management, LLC 0.07% Reduce -74.0% 1,313 $214K
Shell Asset Management Co. 0.02% Reduce -45.3% 1,311 $213K
Ground Swell Capital, LLC 0.47% New 1,306 $213K
Claret Asset Management Corp 0.03% Reduce -1.4% 1,302 $212K
Congress Asset Management Co. 0.00% New 1,293 $210K
Patton Fund Management, Inc. 0.04% No change 1,273 $207K
EverSource Wealth Advisors, LLC 0.01% Add +21.6% 1,268 $206K
Canada Post Corp Registered Pension Plan 0.01% No change 1,250 $203K
Simmons Bank 0.01% Reduce -26.1% 1,245 $203K
Arax Advisory Partners 0.00% Add +1509.5% 1,191 $194K
SG Americas Securities, LLC 0.00% Reduce -92.5% 1,165 $190K
Cullen/Frost Bankers, Inc. 0.00% Reduce -64.9% 1,092 $178K
Siemens Fonds Invest GmbH 0.01% Reduce -1.0% 1,042 $170K
MeadowBrook Investment Advisors LLC 0.15% No change 1,027 $167K
GAMMA Investing LLC 0.01% Reduce -23.7% 996 $162K
Hantz Financial Services, Inc. 0.00% Add +175.9% 996 $162K
Centerpoint Advisors, LLC 0.05% No change 958 $156K
Zions Bancorporation, National Association 0.01% Add +296.1% 911 $148K
Aster Capital Management (DIFC) Ltd 0.07% Reduce -79.8% 889 $145K
Creekmur Asset Management LLC 0.02% Reduce -38.1% 850 $138K
Global Retirement Partners, LLC 0.00% Reduce -2.0% 823 $134K
Huntington National Bank 0.00% Add +15.9% 814 $132K
Rossby Financial, LCC 0.04% Reduce -6.6% 793 $130K
Turning Point Benefit Group, Inc. 0.08% New 789 $129K
Quadrant Capital Group LLC 0.00% Reduce -69.4% 758 $123K
Signaturefd, LLC 0.00% Reduce -40.7% 719 $117K
Ameritas Investment Partners, Inc. 0.00% No change 713 $116K
Banque de Luxembourg S.A. 0.06% Add +451.2% 700 $114K
Parallel Advisors, LLC 0.00% Add +18.6% 664 $108K
Godsey & Gibb, Inc. 0.01% No change 650 $106K
Advisory Services Network, LLC 0.00% New 648 $105K
Walleye Trading LLC 0.00% Reduce -88.0% 636 $104K
Employees Retirement System of Texas 0.00% New 606 $99K
CX Institutional 0.00% Add +32.9% 594 $97K
Dynamic Wealth Strategies, LLC 0.06% New 595 $97K
Bessemer Group Inc. 0.00% Add +16.6% 577 $94K
Brown Brothers Harriman & Co. 0.00% Reduce -19.3% 562 $91K
Point72 (DIFC) Ltd 0.01% New 534 $87K
Quent Capital, LLC 0.01% New 528 $86K
Acadian Asset Management LLC 0.00% No change 527 $85K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +709.4% 518 $84K
Farther Finance Advisors, LLC 0.00% Add +39.7% 517 $84K
Ancora Advisors LLC 0.00% No change 494 $80K
State of Wyoming 0.01% Reduce -80.7% 492 $80K
Blue Trust, Inc. 0.00% Add +7.2% 478 $78K
Point72 Europe (London) LLP 0.00% New 469 $76K
Legacies Wealth LLC 0.05% No change 455 $74K
Mather Group, Llc. 0.00% New 449 $73K
Orion Capital Management LLC 0.02% No change 413 $67K
Penserra Capital Management LLC 0.00% Add +1.0% 413 $67K
Generali Asset Management SPA SGR 0.00% Reduce -92.6% 406 $66K
Hollencrest Capital Management 0.00% No change 400 $65K
United Community Bank 0.02% New 345 $56K
Covestor Ltd 0.03% Reduce -27.5% 342 $56K
Federated Hermes, Inc. 0.00% Reduce -2.1% 322 $52K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.1% 284 $46K
CENTRAL TRUST Co 0.00% No change 281 $46K
Smithfield Trust Co 0.00% No change 277 $45K
Central Pacific Bank - Trust Division 0.01% New 275 $45K
Steph & Co. 0.01% Add +13.8% 273 $44K
Caitong International Asset Management Co., Ltd 0.03% Add +10.6% 272 $44K
Allworth Financial LP 0.00% Add +83.8% 272 $44K
Steward Partners Investment Advisory, LLC 0.00% Add +10.1% 240 $39K
Sentry Investment Management LLC 0.02% Reduce -4.2% 207 $35K
Whittier Trust Co. 0.00% No change 209 $35K
CYBER HORNET ETFs LLC 0.02% Add +5.0% 208 $34K
Principal Securities, Inc. 0.00% Reduce -31.9% 203 $33K
AdvisorNet Financial, Inc 0.00% Reduce -1.5% 199 $32K
UMB Bank, n.a. 0.00% Add +61.0% 198 $32K
Loomis Sayles & Co. L P 0.00% Add +1.6% 192 $31K
Essential Partners LLC 0.01% Add +222.2% 174 $28K
Spire Wealth Management 0.00% Add +179.3% 148 $24K
IFP Advisors, Inc 0.00% Add +0.0% 145 $24K
Cromwell Holdings LLC 0.01% Add +135.0% 141 $23K
J.Safra Asset Management Corp 0.00% Add +26.9% 137 $22K
DT Investment Partners, LLC 0.00% No change 136 $22K
Wealthspire Advisors, LLC 0.00% New 132 $21K
Summit Securities Group LLC 0.01% Add +160.0% 130 $21K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -35.1% 122 $20K
Evelyn Partners Investment Management (Europe) Ltd 0.01% Reduce -29.4% 120 $20K
Root Financial Partners, LLC 0.00% New 117 $19K
Clearstead Advisors, LLC 0.00% Add +27.6% 111 $18K
Parkside Financial Bank & Trust 0.00% Add +75.0% 105 $17K
Bell Investment Advisors, Inc 0.00% Reduce -5.8% 97 $16K
TD Private Client Wealth LLC 0.00% Add +45.5% 96 $16K
Leonteq Securities AG 0.00% Add +26.4% 91 $15K
Caldwell Trust Co 0.00% No change 85 $14K
Geneos Wealth Management Inc. 0.00% Reduce -6.6% 85 $14K
Private Wealth Asset Management, LLC 0.00% No change 75 $12K
WPG Advisers, LLC 0.01% Reduce -21.3% 74 $12K
City Holding Co. 0.00% No change 70 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.5% 65 $11K
American National Bank & Trust 0.00% Reduce -56.9% 62 $10K
Adirondack Trust Co. 0.00% New 60 $10K
Frazier Financial Advisors, LLC 0.01% No change 59 $10K
Key Financial Inc 0.00% No change 58 $10K
Hemington Wealth Management 0.00% Reduce -4.7% 61 $9K
Rothschild Investment LLC 0.00% Add +685.7% 55 $9K
MAI Capital Management 0.00% Reduce -40.9% 55 $9K
Webster Bank, N. A. 0.00% No change 54 $9K
Itau Unibanco Holding S.A. 0.00% New 54 $9K
Farmers & Merchants Investments Inc. 0.00% No change 54 $9K
First Horizon Corp. 0.00% — 53 $9K
New Age Alpha Advisors, LLC 0.00% No change 51 $8K
TD Waterhouse Canada Inc. 0.00% No change 50 $8K
Pier Capital, LLC 0.00% No change 45 $7K
Red Tortoise LLC 0.00% Add +120.0% 44 $7K
Versant Capital Management, Inc 0.00% No change 41 $7K
Strengthening Families & Communities, LLC 0.00% Reduce -38.5% 40 $7K
First United Bank & Trust 0.00% No change 40 $7K
Golden State Wealth Management, LLC 0.00% No change 40 $7K
MTM Investment Management, LLC 0.00% No change 39 $6K
Investors Research Corp 0.00% No change 39 $6K
Global X Japan Co., Ltd. 0.00% Reduce -25.0% 39 $6K
Valley National Advisers Inc. 0.00% Add +5.1% 41 $6K
LRI Investments, LLC 0.00% No change 36 $6K
Salomon & Ludwin, LLC 0.00% New 35 $6K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $6K
Princeton Global Asset Management LLC 0.00% No change 31 $5K
Crewe Advisors LLC 0.00% Add +1400.0% 30 $5K
Bruce G. Allen Investments, LLC 0.00% No change 27 $4K
Harbour Investments, Inc. 0.00% Reduce -25.7% 26 $4K
Prestige Wealth Management Group LLC 0.00% No change 24 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 23 $4K
Manchester Capital Management LLC 0.00% Reduce -21.4% 22 $4K
Fortitude Family Office, LLC 0.00% Reduce -4.5% 21 $3K
NewEdge Advisors, LLC 0.00% Reduce -16.0% 21 $3K
Creative Financial Designs Inc. 0.00% No change 19 $3K
JFS Wealth Advisors, LLC 0.00% Add +63.6% 18 $3K
Howard Hughes Medical Institute 0.00% No change 16 $3K
SBI Securities Co., Ltd. 0.00% Add +60.0% 16 $3K
True Wealth Design, LLC 0.00% Add +36.4% 15 $2K
Pineridge Advisors LLC 0.00% Reduce -61.5% 15 $2K
Delta Asset Management LLC 0.00% No change 15 $2K
Private Wealth Management Group, LLC 0.00% No change 14 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 14 $2K
Wealth Watch Advisors, INC 0.00% New 13 $2K
Accent Capital Management, LLC 0.00% No change 12 $2K
Johnson Financial Group, Inc. 0.00% New 11 $2K
Crowley Wealth Management, Inc. 0.00% No change 11 $2K
Aspect Partners, LLC 0.00% New 10 $2K
Proffitt & Goodson Inc. 0.00% New 10 $2K
Asset Dedication, LLC 0.00% Reduce -58.3% 10 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -18.2% 9 $1K
Bare Financial Services, Inc 0.00% Add +12.5% 9 $1K
Financial Consulate, Inc. 0.00% New 9 $1K
Binnacle Investments Inc 0.00% Add +166.7% 8 $1K
Physician Wealth Advisors, Inc. 0.00% New 7 $1K
S&T Bank 0.00% Reduce -50.0% 7 $1K
Private Trust Co. NA 0.00% Reduce -84.4% 7 $1K
Cornerstone Planning Group LLC 0.00% No change 6 $1K
Cloud Capital Management, LLC 0.00% New 9 $1K
Maseco LLP 0.00% No change 6 $990
Tortoise Investment Management, LLC 0.00% Reduce -53.9% 6 $977
SJS Investment Consulting Inc. 0.00% No change 6 $977
Clark Wealth Partners 0.00% New 4 $712
Bay Harbor Wealth Management, LLC 0.00% No change 4 $651
Rise Advisors, LLC 0.00% No change 4 $651
Sound Income Strategies, LLC 0.00% New 3 $498
Valued Wealth Advisors LLC 0.00% No change 3 $489
Kilter Group LLC 0.00% Reduce -62.5% 3 $489
Clearstead Trust, LLC 0.00% No change 3 $489
HFM Investment Advisors, LLC 0.00% Reduce -25.0% 3 $488
Lanark Financial, Inc. 0.00% New 3 $488
Birchbrook, Inc. 0.00% No change 2 $384
Principia Wealth Advisory, LLC 0.00% Reduce -66.7% 2 $326
Rialto Wealth Management, LLC 0.00% Reduce -77.8% 2 $326
Colonial Trust Co / SC 0.00% Reduce -50.0% 2 $326
Dunhill Financial, LLC 0.00% No change 2 $292
Rakuten Securities, Inc. 0.00% New 1 $163
American Capital Advisory, LLC 0.00% Reduce -66.7% 1 $163
Seneschal Advisors, LLC 0.00% New 1 $163
North Capital, Inc. 0.00% New 1 $163
Winnacle Wealth LLC 0.00% New 1 $163
MV Capital Management, Inc. 0.00% Reduce -88.9% 1 $163
GPS Wealth Strategies Group, LLC 0.00% No change 1 $163
TFC Financial Management, Inc. 0.00% Reduce -75.0% 1 $163
Activest Wealth Management 0.00% Reduce -98.0% 1 $163
AlphaQuest LLC 0.00% No change 1 $163
Avion Wealth 0.00% Reduce -75.0% 3 $0

"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.