IdexIEX
13F holders, Q4 2025 (December 31)630holders −4
69new positions
83sold out
9famous investors
$178.03avg. 13F price*
At the end of Q4 2025, 630 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 4 from Q3 2025. 69 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($1.6B), Wellington Management Group LLP ($1.0B) and BlackRock, Inc. ($1.0B). 9 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Idex Corp.
- Sector
- Industrials
- CUSIP
- 45167R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $147.7M |
| Exits | 83 | $132.7M |
All 13F filers, Q3 2025 → Q4 2025: 7,812,364 shares bought and 7,435,387 shares sold, net +376,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.1% | 8,992,612 | $1.6B |
| Wellington Management Group LLP | 0.18% | Reduce -12.1% | 5,692,502 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +0.1% | 5,686,058 | $1.0B |
| Morgan Stanley | 0.03% | Reduce -3.1% | 3,266,370 | $581.2M |
| Primecap Management Co. | 0.43% | Add +86.5% | 3,226,787 | $574.2M |
| State Street Corp. | 0.02% | Add +0.6% | 3,172,410 | $564.5M |
| Nordea Investment Management AB | 0.34% | Reduce -4.6% | 2,255,150 | $401.4M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 2,034,942 | $360.7M |
| Van Eck Associates Corp. | 0.29% | Add +3.3% | 1,976,856 | $351.8M |
| Impax Asset Management Group plc | 1.90% | Reduce -12.8% | 1,708,816 | $304.1M |
| Invesco Ltd. | 0.03% | Reduce -6.5% | 1,692,180 | $301.1M |
| Amundi | 0.08% | Reduce -2.0% | 1,487,659 | $264.7M |
| Dodge & Cox | 0.12% | Add +266.7% | 1,262,550 | $224.7M |
| Millennium Management | 0.14% | Add +293.6% | 1,063,763 | $189.3M |
| Norges Bank | 0.02% | — | 914,850 | $162.8M |
| UBS Group AG | 0.03% | Add +47.0% | 894,371 | $159.1M |
| First Trust Advisors LP | 0.11% | Reduce -12.5% | 876,978 | $156.0M |
| Champlain Investment Partners, LLC | 1.50% | Reduce -11.8% | 830,647 | $147.8M |
| Fenimore Asset Management Inc | 3.04% | Reduce -6.3% | 819,203 | $145.8M |
| Flossbach Von Storch SE | 0.56% | Add +0.9% | 798,104 | $142.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +26.5% | 784,354 | $139.6M |
| Northern Trust Corp. | 0.02% | Reduce -2.3% | 748,352 | $133.2M |
| Balyasny Asset Management L.P. | 0.25% | Add +35817.3% | 720,142 | $128.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +2.0% | 706,990 | $125.8M |
| Alecta Tjanstepension Omsesidigt | 0.54% | No change | 689,900 | $122.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 667,134 | $118.7M |
| Fisher Asset Management | 0.04% | Reduce -9.6% | 655,587 | $116.7M |
| Citadel Advisors | 0.07% | Add +64.7% | 554,821 | $98.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +2.4% | 522,727 | $93.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.9% | 494,336 | $88.0M |
| Deutsche Bank AG | 0.03% | Add +25.8% | 489,441 | $87.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -20.8% | 488,108 | $86.9M |
| Legal & General Group Plc | 0.02% | Reduce -2.6% | 483,687 | $86.1M |
| Snyder Capital Management L P | 1.58% | Reduce -3.0% | 474,963 | $84.5M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +138.8% | 463,262 | $82.4M |
| Boston Trust Walden Corp | 0.62% | Add +21.1% | 462,703 | $82.3M |
| Robeco Schweiz AG | 1.65% | Add +52.2% | 412,636 | $73.4M |
| Pictet Asset Management Holding SA | 0.07% | Reduce -44.4% | 411,060 | $73.1M |
| Westfield Capital Management Co. LP | 0.30% | Add +0.9% | 401,998 | $71.5M |
| Weitz Investment Management, Inc. | 4.13% | Reduce -3.7% | 391,475 | $69.7M |
| Findlay Park Partners LLP | 0.84% | Reduce -16.8% | 370,399 | $65.9M |
| Deprince Race & Zollo Inc. | 1.22% | Add +4.3% | 359,152 | $63.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.4% | 348,333 | $62.0M |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 347,369 | $61.8M |
| State Farm Mutual Automobile Insurance Co. | 0.05% | No change | 335,939 | $59.8M |
| Interval Partners, LP | 1.39% | New | 333,774 | $59.4M |
| Schonfeld Strategic Advisors LLC | 0.27% | Add +2797.7% | 295,711 | $52.6M |
| Schroder Investment Management Group | 0.04% | Reduce -12.4% | 277,143 | $49.7M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +11.9% | 273,476 | $48.7M |
| Barclays PLC | 0.02% | Reduce -23.9% | 269,304 | $47.9M |
| American Century Companies Inc. | 0.02% | New | 262,617 | $46.7M |
| AQR Capital Management | 0.02% | Add +118.2% | 257,896 | $45.9M |
| Two Sigma Investments, LP | 0.07% | Reduce -22.0% | 257,008 | $45.7M |
| Johnson Investment Counsel Inc. | 0.35% | Reduce -20.4% | 241,162 | $42.9M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -13.3% | 237,277 | $42.2M |
| HSBC Holdings PLC | 0.02% | Reduce -7.8% | 234,189 | $41.7M |
| FIL Ltd | 0.03% | Add +37.5% | 223,912 | $39.8M |
| Corient Private Wealth LP | 0.05% | Reduce -3.3% | 215,525 | $38.4M |
| Maren Capital LLC | 2.06% | Reduce -13.6% | 214,994 | $38.3M |
| Swiss National Bank | 0.02% | Reduce -5.5% | 205,900 | $36.6M |
| Brown Advisory Inc. | 0.05% | Add +2.8% | 204,407 | $36.4M |
| BLI - Banque de Luxembourg Investments | 0.99% | Add +22.0% | 188,900 | $33.9M |
| Evelyn Partners Investment Management LLP | 0.91% | Add +9.2% | 185,359 | $33.0M |
| King Luther Capital Management Corp. | 0.13% | Reduce -22.3% | 184,992 | $32.9M |
| Gabelli Funds LLC | 0.22% | Reduce -5.1% | 181,100 | $32.2M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -42.4% | 179,394 | $31.9M |
| Premier Fund Managers Ltd | 1.84% | Reduce -32.0% | 177,899 | $31.9M |
| Nuveen, LLC | 0.01% | Add +7.8% | 175,697 | $31.3M |
| ASR Vermogensbeheer N.V. | 0.35% | Add +7.2% | 171,472 | $30.5M |
| GAMCO Investors | 0.29% | Reduce -2.1% | 170,799 | $30.4M |
| Two Sigma Advisers, LP | 0.06% | Reduce -23.0% | 170,100 | $30.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -3.1% | 169,115 | $30.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -54.9% | 168,737 | $30.0M |
| California Public Employees Retirement System | 0.02% | Reduce -7.4% | 165,595 | $29.5M |
| Rhumbline Advisers | 0.02% | Reduce -3.4% | 164,942 | $29.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +4.5% | 160,520 | $28.7M |
| Point72 Asset Management | 0.05% | Add +1911.9% | 157,111 | $28.0M |
| DekaBank Deutsche Girozentrale | 0.05% | No change | 112,957 | $27.6M |
| Marshall Wace, LLP | 0.03% | Add +255.8% | 155,244 | $27.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -0.3% | 153,579 | $27.5M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -10.8% | 153,794 | $27.4M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -67.8% | 136,300 | $24.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +22.7% | 134,578 | $24.0M |
| California State Teachers Retirement System | 0.02% | Reduce -2.6% | 132,591 | $23.6M |
| Nicholas Company, Inc. | 0.41% | Reduce -0.0% | 132,533 | $23.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 126,019 | $22.4M |
| Citigroup Inc. | 0.01% | Add +6.0% | 121,528 | $21.6M |
| Mountain Pacific Investment Advisers LLC | 3.47% | Reduce -0.7% | 120,375 | $21.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -52.4% | 119,470 | $21.3M |
| Nuance Investments, LLC | 2.30% | Reduce -27.8% | 117,447 | $20.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -24.3% | 113,410 | $20.2M |
| Harvey Investment Co. LLC | 2.09% | Add +0.8% | 110,189 | $19.6M |
| Port Capital LLC | 0.84% | Reduce -0.6% | 109,158 | $19.4M |
| Engineers Gate Manager LP | 0.23% | Add +1239.6% | 107,661 | $19.2M |
| Tredje AP-fonden | 0.14% | Add +892.1% | 104,878 | $18.7M |
| Northwest & Ethical Investments L.P. | 0.42% | Reduce -7.8% | 104,652 | $18.6M |
| Sei Investments Co. | 0.02% | Reduce -31.9% | 103,663 | $18.4M |
| Curi Capital, LLC | 0.32% | Add +4.6% | 102,095 | $18.2M |
| Clarkston Capital Partners, LLC | 0.41% | Reduce -0.2% | 99,835 | $17.8M |
| Eventide Asset Management, LLC | 0.28% | Add +2.9% | 99,135 | $17.7M |
| Geneva Capital Management LLC | 0.33% | Reduce -1.3% | 98,082 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 96,309 | $17.1M |
| Congruence Capital, LLC | 6.28% | — | 95,966 | $17.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -66.9% | 95,500 | $17.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -6.4% | 94,090 | $16.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -38.0% | 93,371 | $16.6M |
| FMR LLC | 0.00% | Add +56.0% | 92,383 | $16.4M |
| Redwood Grove Capital, LLC | 4.67% | Add +39.3% | 92,100 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Add +1.7% | 90,439 | $16.1M |
| Speece Thorson Capital Group Inc. | 3.28% | Reduce -4.8% | 85,112 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 84,255 | $15.0M |
| Concentric Capital Strategies, LP | 0.76% | New | 82,400 | $14.7M |
| Public Employees Retirement Association of Colorado | 0.05% | No change | 81,713 | $14.5M |
| Regents Gate Capital LLP | 4.64% | Add +12.8% | 81,521 | $14.5M |
| New York State Common Retirement Fund | 0.02% | No change | 80,559 | $14.3M |
| Danske Bank A/S | 0.03% | Add +5.4% | 73,700 | $13.1M |
| Baron Capital (BAMCO) | 0.03% | Reduce -67.4% | 71,314 | $12.7M |
| Candriam S.C.A. | 0.06% | Add +10.3% | 70,879 | $12.6M |
| Distillate Capital Partners LLC | 0.62% | Reduce -3.8% | 67,359 | $12.0M |
| Glenmede Trust Co. NA | 0.05% | — | 64,656 | $11.5M |
| Medina Value Partners, LLC | 2.63% | Add +1718.1% | 63,251 | $11.3M |
| Assenagon Asset Management S.A. | 0.02% | Add +13.7% | 62,606 | $11.1M |
| Aviva PLC | 0.02% | Add +5.4% | 62,600 | $11.1M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 61,173 | $10.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.13% | No change | 61,029 | $10.9M |
| Aberdeen Group plc | 0.02% | Reduce -6.6% | 60,151 | $10.7M |
| St. James Investment Company, LLC | 1.64% | Reduce -0.9% | 57,444 | $10.2M |
| Eurizon Capital SGR S.p.A. | 0.03% | — | 55,582 | $9.9M |
| Swedbank AB | 0.01% | No change | 55,396 | $9.9M |
| Holocene Advisors, LP | 0.02% | Reduce -11.8% | 54,857 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.8% | 54,764 | $9.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.0% | 53,759 | $9.6M |
| Korea Investment CORP | 0.02% | Add +48.4% | 52,562 | $9.4M |
| Bank of Montreal | 0.00% | Add +4.8% | 52,071 | $9.3M |
| Mirova | 1.32% | Reduce -2.8% | 51,448 | $9.2M |
| ICICI Prudential Asset Management Co Ltd | 1.07% | Add +11.7% | 51,441 | $9.2M |
| Raiffeisen Bank International AG | 0.12% | Reduce -2.0% | 50,146 | $9.0M |
| National Bank of Canada | 0.01% | Add +1.0% | 47,497 | $8.5M |
| Graham Capital Management, L.P. | 0.41% | Add +2499.6% | 47,105 | $8.4M |
| Hallstatt Advisors L.P. | 6.15% | — | 46,411 | $8.3M |
| Sienna Gestion | 0.48% | No change | 45,053 | $8.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -21.6% | 44,755 | $8.0M |
| Duff & Phelps Investment Management Co. | 0.09% | Reduce -2.1% | 44,675 | $7.9M |
| Gotham Asset Management | 0.03% | Add +109.1% | 44,555 | $7.9M |
| GW&K Investment Management, LLC | 0.07% | Reduce -24.2% | 44,495 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -64.3% | 41,690 | $7.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -2.7% | 41,425 | $7.4M |
| DNB Asset Management AS | 0.02% | Reduce -2.4% | 39,598 | $7.0M |
| Prudential PLC | 0.06% | Reduce -6.9% | 39,102 | $7.0M |
| Sawgrass Asset Management LLC | 0.86% | Add +60.1% | 38,503 | $6.9M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -1.2% | 38,138 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -12.3% | 37,998 | $6.8M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.2% | 37,949 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +231.9% | 34,600 | $6.2M |
| Asset Management One Co., Ltd. | 0.02% | Add +0.8% | 33,479 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.5% | 33,814 | $6.0M |
| APG Asset Management N.V. | 0.02% | Reduce -5.6% | 39,356 | $6.0M |
| Credit Agricole S A | 0.02% | Add +24.2% | 33,272 | $5.9M |
| SG Americas Securities, LLC | 0.01% | Add +2690.4% | 32,508 | $5.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -1.1% | 32,037 | $5.7M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 31,669 | $5.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -15.9% | 31,307 | $5.6M |
| Quantinno Capital Management LP | 0.01% | Add +114.2% | 30,015 | $5.3M |
| Nomura Asset Management International Inc. | 0.01% | — | 29,836 | $5.3M |
| Nisa Investment Advisors, LLC | 0.02% | Add +3.3% | 29,510 | $5.3M |
| Creative Planning | 0.00% | Add +117.4% | 29,500 | $5.2M |
| Verition Fund Management LLC | 0.03% | Reduce -12.8% | 29,490 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 29,473 | $5.2M |
| Jefferies Financial Group Inc. | 0.04% | Add +586.2% | 29,409 | $5.2M |
| Boothbay Fund Management, LLC | 0.14% | Reduce -3.5% | 29,187 | $5.2M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Add +4.4% | 29,111 | $5.2M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -1.4% | 28,963 | $5.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.7% | 28,139 | $5.0M |
| WINTON GROUP Ltd | 0.17% | Reduce -5.3% | 27,833 | $5.0M |
| Baader Bank Aktiengesellschaft | 0.41% | Add +27.5% | 27,809 | $4.9M |
| KLP Kapitalforvaltning As | 0.02% | No change | 27,100 | $4.8M |
| TD Asset Management Inc | 0.00% | Reduce -62.1% | 26,089 | $4.6M |
| Covea Finance | 0.15% | No change | 25,400 | $4.5M |
| Waratah Capital Advisors Ltd. | 0.34% | New | 25,308 | $4.5M |
| Toronto Dominion Bank | 0.01% | Reduce -42.1% | 25,072 | $4.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -0.8% | 24,599 | $4.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.8% | 24,188 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -5.3% | 24,173 | $4.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 23,779 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -2.2% | 23,649 | $4.2M |
| Handelsbanken Fonder AB | 0.01% | Add +0.4% | 23,600 | $4.2M |
| Evelyn Partners Investment Management Services Ltd | 0.52% | Add +26.6% | 23,529 | $4.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 22,750 | $4.0M |
| IFM Investors Pty Ltd | 0.03% | Add +5.5% | 22,547 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 22,456 | $4.0M |
| Lombard Odier Asset Management (Europe) Ltd | 0.29% | Reduce -83.0% | 21,634 | $3.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -61.0% | 21,631 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -7.7% | 20,654 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -8.8% | 20,529 | $3.7M |
| Franklin Street Advisors Inc. | 0.20% | No change | 20,125 | $3.6M |
| K.J. Harrison & Partners Inc | 0.47% | New | 20,000 | $3.6M |
| Picton Mahoney Asset Management | 0.04% | New | 19,923 | $3.5M |
| RNC Capital Management LLC | 0.16% | Add +227.3% | 19,807 | $3.5M |
| Czech National Bank | 0.02% | Add +3.2% | 19,737 | $3.5M |
| State of Michigan Retirement System | 0.02% | Reduce -3.9% | 19,580 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -27.1% | 18,939 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 18,709 | $3.3M |
| Natixis | 0.01% | Add +11.8% | 18,306 | $3.3M |
| Mariner, LLC | 0.00% | Add +40.5% | 18,082 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.9% | 17,952 | $3.2M |
| CIBC Asset Management Inc | 0.01% | Add +68.1% | 17,673 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +326.2% | 17,657 | $3.1M |
| Morningstar Investment Management LLC | 0.18% | Reduce -0.0% | 17,472 | $3.1M |
| SummitTX Capital, L.P. | 0.09% | Add +155.2% | 17,465 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.7% | 17,410 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +15.6% | 17,389 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +67.5% | 17,305 | $3.1M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -4.5% | 16,322 | $2.9M |
| Aristotle Capital Boston, LLC | 0.16% | Reduce -7.1% | 16,033 | $2.9M |
| Zurich Insurance Group Ltd | 0.02% | No change | 15,967 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 15,923 | $2.8M |
| USS Investment Management Ltd | 0.01% | No change | 15,585 | $2.8M |
| ProShare Advisors LLC | 0.00% | Add +6.5% | 15,071 | $2.7M |
| Man Group plc | 0.01% | Add +13.8% | 15,017 | $2.7M |
| Vest Financial, LLC | 0.03% | Reduce -22.2% | 14,883 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.5% | 14,567 | $2.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -3.4% | 14,540 | $2.6M |
| Forsta Ap-Fonden | 0.02% | Reduce -1.4% | 14,500 | $2.6M |
| Formuepleje A/S | 0.15% | Add +2.6% | 14,499 | $2.6M |
| Cwm, LLC | 0.01% | Add +144.8% | 14,431 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -2.9% | 13,964 | $2.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.7% | 13,891 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -29.4% | 13,620 | $2.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | — | 13,580 | $2.4M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -23.3% | 13,525 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -72.3% | 13,420 | $2.4M |
| L. Roy Papp & Associates, LLP | 0.26% | No change | 13,409 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 13,384 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +48.8% | 12,545 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.2% | 12,801 | $2.3M |
| Utah Retirement Systems | 0.02% | No change | 12,503 | $2.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 12,500 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +16.1% | 12,003 | $2.1M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -15.5% | 11,875 | $2.1M |
| Bank of Nova Scotia | 0.00% | Add +26.6% | 11,743 | $2.1M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -13.1% | 11,708 | $2.1M |
| Comerica Bank | 0.01% | Reduce -91.7% | 11,578 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.6% | 11,556 | $2.1M |
| Henshaw Capital LLC | 0.07% | Add +0.4% | 11,483 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -6.4% | 11,394 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 10,737 | $1.9M |
| M&T Bank Corp | 0.01% | Add +52.9% | 10,682 | $1.9M |
| Xponance LLC | 0.01% | Add +4.4% | 10,553 | $1.9M |
| Cibc World Markets Corp. | 0.01% | — | 10,427 | $1.9M |
| Rakuten Investment Management, Inc. | 0.01% | Add +62.4% | 10,198 | $1.8M |
| Callan Family Office, LLC | 0.04% | Add +32.5% | 10,268 | $1.8M |
| Northstar Asset Management Inc. | 0.46% | Reduce -73.2% | 10,035 | $1.8M |
| Public Sector Pension Investment Board | 0.01% | Add +48.3% | 9,664 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -70.0% | 9,646 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +55.5% | 9,572 | $1.7M |
| Legacy Wealth Management, LLC / MS | 0.45% | Reduce -28.4% | 9,554 | $1.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -1.8% | 9,520 | $1.7M |
| Guyasuta Investment Advisors Inc. | 0.10% | No change | 9,509 | $1.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -74.1% | 9,437 | $1.7M |
| Storebrand Asset Management As | 0.00% | No change | 9,397 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.6% | 8,262 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.2% | 8,479 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 8,605 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 8,573 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 8,305 | $1.5M |
| OP Asset Management Ltd | 0.02% | Reduce -5.2% | 8,224 | $1.5M |
| KBC Group NV | 0.00% | No change | 8,197 | $1.5M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.5% | 8,039 | $1.4M |
| SMA Capital LLC | 0.74% | — | 8,000 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +27.4% | 7,965 | $1.4M |
| QRG Capital Management, Inc. | 0.02% | Add +13.2% | 7,930 | $1.4M |
| Alberta Investment Management Corp | 0.01% | New | 7,900 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +2.0% | 7,734 | $1.4M |
| Intrust Bank NA | 0.11% | Reduce -4.7% | 7,593 | $1.4M |
| South Dakota Investment Council | 0.03% | No change | 7,575 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.3% | 7,481 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 7,107 | $1.3M |
| Metis Global Partners, LLC | 0.03% | Reduce -1.7% | 6,896 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +6.8% | 6,772 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +8.1% | 6,753 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.6% | 6,667 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +68.3% | 6,599 | $1.2M |
| Bard Associates Inc. | 0.30% | No change | 6,593 | $1.2M |
| Guidance Capital, Inc. | 0.29% | Add +4.0% | 5,928 | $1.2M |
| Bokf, NA | 0.02% | Reduce -3.9% | 6,586 | $1.2M |
| Montag A & Associates Inc. | 0.05% | Add +2.6% | 6,552 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -8.1% | 6,546 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -19.7% | 6,524 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.3% | 6,478 | $1.2M |
| STRS Ohio | 0.00% | Add +254.8% | 6,411 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +4.9% | 6,393 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.7% | 6,190 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,930 | $1.1M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.32% | No change | 5,900 | $1.0M |
| Atom Investors LP | 0.08% | Add +153.4% | 5,823 | $1.0M |
| Sierra Legacy Group | 0.71% | Add +1.7% | 5,458 | $971K |
| ING Groep NV | 0.01% | Reduce -1.1% | 5,387 | $959K |
| Mizuho Securities USA LLC | 0.02% | Reduce -0.6% | 5,450 | $948K |
| Panagora Asset Management Inc. | 0.00% | Add +137.6% | 5,235 | $932K |
| Investment Management Corp of Ontario | 0.01% | Add +42.6% | 5,158 | $918K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 5,092 | $906K |
| Compass Ion Advisors, LLC | 0.08% | No change | 4,922 | $876K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -8.8% | 4,879 | $869K |
| Nomura Holdings Inc. | 0.00% | Add +0.2% | 4,864 | $866K |
| Kentucky Retirement Systems | 0.02% | No change | 4,745 | $844K |
| Waverly Advisors, LLC | 0.01% | New | 4,704 | $837K |
| North Star Investment Management Corp. | 0.05% | No change | 4,686 | $834K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.9% | 4,661 | $829K |
| Norinchukin Bank, The | 0.01% | Add +6.5% | 4,633 | $824K |
| US Bancorp \de | 0.00% | Reduce -12.8% | 4,554 | $810K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 4,481 | $797K |
| Hikari Power Ltd | 0.06% | No change | 4,370 | $778K |
| Abn Amro Investment Solutions | 0.01% | New | 4,352 | $774K |
| Ethic Inc. | 0.01% | New | 4,302 | $766K |
| Empowered Funds, LLC | 0.01% | Reduce -73.5% | 4,302 | $765K |
| Allstate Corp. | 0.01% | Add +63.0% | 4,294 | $764K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.4% | 4,290 | $763K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.7% | 4,242 | $755K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 4,211 | $749K |
| Hahn Capital Management LLC | 0.40% | Reduce -6.2% | 4,164 | $741K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -2.6% | 4,090 | $728K |
| Mairs & Power Inc. | 0.01% | No change | 4,000 | $712K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -70.3% | 3,973 | $711K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 3,884 | $691K |
| Vestcor Inc | 0.02% | No change | 3,802 | $677K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -5.0% | 3,800 | $676K |
| Machina Capital S.A.S. | 0.13% | Reduce -45.0% | 3,793 | $675K |
| National Pension Service | 0.00% | Add +49.5% | 3,793 | $675K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,778 | $672K |
| Welch Group, LLC | 0.03% | Add +0.2% | 3,707 | $660K |
| Wealthfront Advisers LLC | 0.00% | Add +10.8% | 3,679 | $655K |
| Ieq Capital, LLC | 0.00% | New | 3,638 | $647K |
| Tevis Investment Management | 0.38% | No change | 3,919 | $638K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 3,546 | $631K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,541 | $630K |
| New Mexico Educational Retirement Board | 0.02% | Add +2.9% | 3,500 | $623K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 3,500 | $623K |
| Ossiam | 0.01% | Reduce -29.1% | 3,435 | $611K |
| Intech Investment Management LLC | 0.01% | Reduce -12.0% | 3,407 | $606K |
| Rice Hall James & Associates, LLC | 0.03% | Reduce -0.1% | 3,338 | $594K |
| Duncker Streett & Co. Inc. | 0.10% | Add +0.0% | 3,306 | $588K |
| Cetera Investment Advisers | 0.00% | Reduce -75.5% | 3,302 | $588K |
| Blair William & Co. | 0.00% | Reduce -8.1% | 3,293 | $586K |
| Assetmark, Inc. | 0.00% | Add +23.1% | 3,287 | $585K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 3,262 | $580K |
| Segment Wealth Management, LLC | 0.03% | No change | 3,221 | $573K |
| Rovin Capital /Ut/ | 0.15% | Add +35.1% | 3,192 | $568K |
| Fifth Third Bancorp | 0.00% | Add +29.8% | 3,169 | $564K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,122 | $556K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 3,090 | $550K |
| LRT Capital Management, LLC | 0.47% | New | 3,056 | $544K |
| Larson Financial Group LLC | 0.02% | Reduce -6.0% | 3,056 | $544K |
| MML Investors Services, LLC | 0.00% | Add +25.5% | 3,028 | $539K |
| Massachusetts Financial Services Co. | 0.00% | Add +1.6% | 2,993 | $533K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.8% | 2,958 | $526K |
| Sandhill Capital Partners LLC | 0.04% | No change | 2,907 | $517K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.5% | 2,899 | $516K |
| Net Worth Advisory Group | 0.10% | Reduce -1.9% | 2,894 | $515K |
| Rockland Trust Co. | 0.02% | Add +18.2% | 2,888 | $514K |
| V-Square Quantitative Management LLC | 0.05% | New | 2,865 | $510K |
| S-Bank Fund Management Ltd | 0.06% | Reduce -20.4% | 2,794 | $497K |
| Brooklyn Investment Group | 0.02% | New | 2,761 | $497K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 2,708 | $482K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +40.8% | 2,707 | $482K |
| Sepio Capital, LP | 0.03% | Reduce -31.4% | 2,680 | $477K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 2,679 | $477K |
| Commerce Bank | 0.00% | Add +5.1% | 2,611 | $465K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,609 | $464K |
| AE Wealth Management LLC | 0.00% | Reduce -98.4% | 2,600 | $463K |
| North Dakota State Investment Board | 0.02% | — | 2,601 | $463K |
| Camelot Portfolios, LLC | 0.29% | Reduce -5.3% | 2,586 | $460K |
| &partners | 0.00% | Add +8.0% | 2,585 | $460K |
| Mackenzie Financial Corp. | 0.00% | Add +2.8% | 2,562 | $458K |
| Empirical Finance, LLC | 0.02% | Reduce -4.0% | 2,523 | $449K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 2,502 | $445K |
| Jane Street Group, LLC | 0.00% | New | 2,466 | $439K |
| Vident Advisory, LLC | 0.00% | Reduce -10.2% | 2,453 | $436K |
| Worldquant Millennium Advisors LLC | 0.00% | No change | 2,423 | $431K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.3% | 2,392 | $426K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.6% | 2,381 | $424K |
| Fagan Associates, Inc. | 0.06% | No change | 2,345 | $417K |
| Meeder Advisory Services, Inc. | 0.02% | Add +30.1% | 2,324 | $414K |
| HB Wealth Management, LLC | 0.00% | Add +54.0% | 2,308 | $411K |
| WCM Investment Management, LLC | 0.00% | Reduce -3.7% | 2,287 | $410K |
| Avior Wealth Management, LLC | 0.01% | Reduce -13.0% | 2,277 | $405K |
| EntryPoint Capital, LLC | 0.16% | Reduce -41.9% | 2,266 | $403K |
| Phoenix Financial Ltd. | 0.00% | Reduce -1.6% | 2,262 | $402K |
| Guinness Asset Management LTD | 0.01% | Add +0.6% | 2,228 | $401K |
| Fox Run Management, L.L.C. | 0.06% | New | 2,244 | $399K |
| Merit Financial Group, LLC | 0.00% | New | 2,182 | $388K |
| XTX Topco Ltd | 0.01% | New | 2,157 | $384K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.8% | 2,075 | $369K |
| Evolve Private Wealth, LLC | 0.02% | — | 2,067 | $368K |
| Atria Investments, Inc | 0.00% | Reduce -3.0% | 2,038 | $363K |
| Siemens Fonds Invest GmbH | 0.02% | Add +93.1% | 2,012 | $361K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.7% | 2,016 | $359K |
| Chicago Partners Investment Group LLC | 0.01% | Add +9.7% | 1,831 | $358K |
| Squarepoint Ops LLC | 0.00% | Reduce -99.3% | 1,995 | $355K |
| Wahed Invest LLC | 0.05% | Reduce -3.8% | 1,989 | $354K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 1,989 | $354K |
| Securian Asset Management, Inc. | 0.01% | Reduce -44.2% | 1,949 | $347K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.9% | 1,947 | $346K |
| Tectonic Advisors LLC | 0.02% | Reduce -2.0% | 1,937 | $345K |
| Horizon Investments, LLC | 0.00% | Add +17.6% | 1,934 | $343K |
| Prelude Capital Management, LLC | 0.02% | New | 1,760 | $313K |
| Brown Brothers Harriman & Co. | 0.00% | Add +211.2% | 1,749 | $311K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.7% | 1,736 | $309K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -25.2% | 1,689 | $303K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,701 | $303K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +32.0% | 1,650 | $294K |
| Stifel Financial Corp. | 0.00% | Reduce -54.1% | 1,646 | $293K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 1,634 | $291K |
| Dark Forest Capital Management LP | 0.01% | New | 1,613 | $287K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,602 | $285K |
| Estabrook Capital Management | 0.04% | No change | 1,600 | $285K |
| Salvus Wealth Management, LLC | 0.16% | Add +7.4% | 1,595 | $284K |
| Numerai GP LLC | 0.03% | Reduce -97.5% | 1,573 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,561 | $278K |
| Evergreen Capital Management LLC | 0.01% | New | 1,540 | $274K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.2% | 1,514 | $269K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 1,511 | $269K |
| Bahl & Gaynor LLC | 0.00% | No change | 1,509 | $269K |
| Jones Financial Companies LLLP | 0.00% | Add +11.6% | 1,484 | $264K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,478 | $263K |
| ICW Investment Advisors LLC | 0.10% | Add +3.2% | 1,474 | $262K |
| FourThought Financial Partners, LLC | 0.02% | Add +2.8% | 1,471 | $262K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -79.2% | 1,468 | $261K |
| RMR Wealth Builders | 0.02% | No change | 1,463 | $260K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,440 | $256K |
| Advisory Alpha, LLC | 0.01% | No change | 1,410 | $251K |
| Beacon Financial Group | 0.02% | Reduce -20.8% | 1,405 | $250K |
| Wallington Asset Management, LLC | 0.03% | No change | 1,400 | $249K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,395 | $248K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.6% | 1,390 | $247K |
| OneAscent Investment Solutions LLC | 0.26% | No change | 1,383 | $246K |
| Equitable Trust Co. | 0.01% | No change | 1,369 | $244K |
| NEOS Investment Management LLC | 0.00% | Add +1.1% | 1,355 | $241K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,339 | $240K |
| Caerus Investment Advisors, LLC | 0.08% | New | 1,331 | $237K |
| Fiduciary Trust Co | 0.00% | Reduce -30.9% | 1,301 | $232K |
| Washington Capital Management, Inc. | 0.19% | New | 1,300 | $231K |
| Krilogy Financial LLC | 0.01% | New | 1,184 | $231K |
| Claret Asset Management Corp | 0.03% | Reduce -0.2% | 1,299 | $231K |
| Hantz Financial Services, Inc. | 0.00% | Add +29.3% | 1,288 | $229K |
| Patton Fund Management, Inc. | 0.03% | No change | 1,273 | $227K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,232 | $219K |
| Sheets Smith Wealth Management | 0.02% | New | 1,231 | $219K |
| Global Retirement Partners, LLC | 0.00% | Add +49.6% | 1,231 | $219K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -9.9% | 1,230 | $219K |
| Arthur M. Cohen & Associates, LLC | 0.03% | New | 1,200 | $214K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -91.3% | 1,200 | $214K |
| PFG Investments, LLC | 0.01% | New | 1,197 | $213K |
| DAVENPORT & Co LLC | 0.00% | Reduce -32.5% | 1,194 | $212K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,178 | $210K |
| Rothschild Investment LLC | 0.01% | Add +2003.6% | 1,157 | $206K |
| Studio Investment Management LLC | 0.04% | New | 1,141 | $203K |
| Sovereign's Capital Management, LLC | 0.12% | Reduce -59.2% | 1,140 | $203K |
| TCW Group Inc. | 0.00% | New | 1,129 | $201K |
| GAMMA Investing LLC | 0.01% | Add +5.0% | 1,046 | $186K |
| MeadowBrook Investment Advisors LLC | 0.16% | Reduce -0.6% | 1,021 | $182K |
| Havemeyer Place LP | 0.03% | — | 975 | $173K |
| Quadrant Capital Group LLC | 0.01% | Add +28.4% | 973 | $173K |
| Centerpoint Advisors, LLC | 0.05% | No change | 958 | $170K |
| Zions Bancorporation, National Association | 0.01% | No change | 911 | $162K |
| CX Institutional | 0.00% | Add +48.0% | 879 | $156K |
| Parallel Advisors, LLC | 0.00% | Add +31.3% | 872 | $155K |
| Quarry LP | 0.03% | New | 869 | $155K |
| Ancora Advisors LLC | 0.00% | Add +67.6% | 828 | $147K |
| Huntington National Bank | 0.00% | Reduce -2.2% | 796 | $142K |
| Farther Finance Advisors, LLC | 0.00% | Add +50.9% | 780 | $139K |
| Banque de Luxembourg S.A. | 0.05% | No change | 700 | $125K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 671 | $119K |
| Quent Capital, LLC | 0.01% | Add +22.5% | 647 | $115K |
| Dynamic Wealth Strategies, LLC | 0.07% | Add +6.5% | 634 | $113K |
| Central Pacific Bank - Trust Division | 0.01% | Add +127.3% | 625 | $111K |
| Covestor Ltd | 0.06% | Add +79.5% | 614 | $109K |
| Employees Retirement System of Texas | 0.00% | No change | 606 | $108K |
| Allworth Financial LP | 0.00% | Add +119.5% | 597 | $106K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +104.9% | 582 | $104K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 580 | $103K |
| Kestra Advisory Services, LLC | 0.00% | New | 577 | $103K |
| Signaturefd, LLC | 0.00% | Reduce -22.8% | 555 | $99K |
| Acadian Asset Management LLC | 0.00% | No change | 527 | $93K |
| Blue Trust, Inc. | 0.00% | Add +9.0% | 521 | $93K |
| Osbon Capital Management LLC | 0.09% | — | 511 | $91K |
| Ecofi Investissements SA | 0.06% | Reduce -98.1% | 500 | $89K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -55.0% | 491 | $87K |
| Turning Point Benefit Group, Inc. | 0.04% | Reduce -40.3% | 471 | $84K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -19.1% | 419 | $75K |
| Orion Capital Management LLC | 0.02% | No change | 413 | $73K |
| Essential Partners LLC | 0.02% | Add +133.9% | 407 | $72K |
| Generali Asset Management SPA SGR | 0.00% | No change | 406 | $72K |
| Penserra Capital Management LLC | 0.00% | Reduce -1.2% | 408 | $72K |
| Hollencrest Capital Management | 0.00% | No change | 400 | $71K |
| United Community Bank | 0.02% | Add +5.8% | 365 | $65K |
| Tema ETFs LLC | 0.01% | New | 361 | $64K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -50.0% | 325 | $58K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.9% | 319 | $57K |
| Los Angeles Capital Management LLC | 0.00% | New | 332 | $57K |
| CENTRAL TRUST Co | 0.00% | No change | 281 | $50K |
| Smithfield Trust Co | 0.00% | No change | 277 | $50K |
| Clearstead Advisors, LLC | 0.00% | Add +140.5% | 267 | $48K |
| McMillan Office, Inc. | 0.01% | — | 261 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 242 | $43K |
| Vega Investment Solutions | 0.01% | — | 230 | $41K |
| CYBER HORNET ETFs LLC | 0.02% | Add +5.3% | 219 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.6% | 218 | $39K |
| Whittier Trust Co. | 0.00% | No change | 209 | $38K |
| Sentry Investment Management LLC | 0.02% | No change | 207 | $37K |
| UMB Bank, n.a. | 0.00% | Add +4.0% | 206 | $37K |
| Cromwell Holdings LLC | 0.02% | Add +41.1% | 199 | $35K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -4.2% | 184 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 182 | $32K |
| SageView Advisory Group, LLC | 0.00% | New | 152 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | New | 150 | $27K |
| GoalVest Advisory LLC | 0.01% | New | 148 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Add +30.5% | 137 | $24K |
| J.Safra Asset Management Corp | 0.00% | No change | 137 | $24K |
| DT Investment Partners, LLC | 0.00% | No change | 136 | $24K |
| Leonteq Securities AG | 0.00% | Add +48.4% | 135 | $24K |
| Itau Unibanco Holding S.A. | 0.00% | Add +148.2% | 134 | $24K |
| Root Financial Partners, LLC | 0.00% | Add +12.8% | 132 | $23K |
| Rossby Financial, LCC | 0.01% | Reduce -83.5% | 131 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -11.0% | 129 | $23K |
| Arax Advisory Partners | 0.00% | Reduce -89.5% | 125 | $22K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 120 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.6% | 120 | $21K |
| TD Private Client Wealth LLC | 0.00% | Add +22.9% | 118 | $21K |
| Summit Securities Group LLC | 0.00% | Reduce -13.8% | 112 | $20K |
| MAI Capital Management | 0.00% | Add +92.7% | 106 | $19K |
| DV Equities, LLC | 0.00% | — | 105 | $19K |
| Spire Wealth Management | 0.00% | Reduce -30.4% | 103 | $18K |
| Board of the Pension Protection Fund | 0.02% | New | 100 | $18K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | New | 100 | $18K |
| Caldwell Trust Co | 0.00% | No change | 85 | $15K |
| WPG Advisers, LLC | 0.01% | Add +4.0% | 77 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 75 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Add +1116.7% | 73 | $13K |
| City Holding Co. | 0.00% | No change | 70 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 65 | $12K |
| True Wealth Design, LLC | 0.00% | Add +326.7% | 64 | $11K |
| American National Bank & Trust | 0.00% | No change | 62 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 59 | $10K |
| Key Financial Inc | 0.00% | No change | 58 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Add +14.0% | 57 | $10K |
| Meramec Financial Planners, LLC | 0.00% | — | 46 | $10K |
| Webster Bank, N. A. | 0.00% | No change | 54 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 54 | $10K |
| First Horizon Corp. | 0.00% | No change | 53 | $9K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 42 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -47.1% | 45 | $8K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -100.0% | 43 | $8K |
| Red Tortoise LLC | 0.00% | No change | 44 | $8K |
| Private Trust Co. NA | 0.00% | Add +514.3% | 43 | $8K |
| Activest Wealth Management | 0.00% | Add +4100.0% | 42 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 41 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 41 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 40 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +4.9% | 43 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $7K |
| Investors Research Corp | 0.00% | No change | 39 | $7K |
| LRI Investments, LLC | 0.00% | No change | 36 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 35 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.9% | 34 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +83.3% | 33 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 31 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 31 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 30 | $5K |
| Elyxium Wealth, LLC | 0.00% | New | 28 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 27 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 24 | $4K |
| ORG Partners LLC | 0.00% | New | 21 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | New | 19 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 19 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 18 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.1% | 17 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 17 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 15 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 16 | $3K |
| Financial Management Professionals, Inc. | 0.00% | New | 16 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 16 | $3K |
| Pier Capital, LLC | 0.00% | Reduce -66.7% | 15 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Sachetta, LLC | 0.00% | New | 13 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 13 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -38.1% | 13 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -45.5% | 12 | $2K |
| Financial Consulate, Inc. | 0.00% | Add +33.3% | 12 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +71.4% | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.3% | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -88.7% | 11 | $2K |
| Tompkins Financial Corp. | 0.00% | New | 11 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 10 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 10 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 10 | $2K |
| Y.D. More Investments Ltd | 0.00% | New | 2,617 | $1K |
| Networth Advisors, LLC | 0.00% | — | 7 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Avion Wealth | 0.00% | Add +100.0% | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $890 |
| Nemes Rush Group LLC | 0.00% | New | 5 | $890 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 5 | $890 |
| Clark Wealth Partners | 0.00% | No change | 4 | $712 |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 4 | $684 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 3 | $534 |
| 1015 Capital Partners, LLC | 0.00% | — | 3 | $534 |
| Signature Resources Capital Management, LLC | 0.00% | New | 3 | $534 |
| IMG Wealth Management, Inc. | 0.00% | New | 3 | $534 |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 3 | $534 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $534 |
| Kilter Group LLC | 0.00% | No change | 3 | $534 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $534 |
| CVA Family Office, LLC | 0.00% | New | 3 | $534 |
| Bogart Wealth, LLC | 0.00% | New | 3 | $534 |
| Birchbrook, Inc. | 0.00% | No change | 2 | $420 |
| Colonial Trust Co / SC | 0.00% | No change | 2 | $356 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -83.3% | 1 | $196 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $178 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $178 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $178 |
| Redwood Park Advisors LLC | 0.00% | New | 1 | $178 |
| Winnacle Wealth LLC | 0.00% | No change | 1 | $178 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $178 |
| Elevated Capital Advisors, LLC | 0.00% | New | 1 | $178 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $178 |
| AlphaQuest LLC | 0.00% | No change | 1 | $178 |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.