IdexIEX

13F holders, Q1 2026 (March 31)
677holders +47
100new positions
53sold out
11famous investors
$189.30avg. 13F price*

At the end of Q1 2026, 677 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 47 from Q4 2025. 100 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($920.2M) and Vanguard Portfolio Management LLC ($714.4M). 11 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Steve Cohen (0.3% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$365.9M
Exits53$363.6M

All 13F filers, Q4 2025 → Q1 2026: 10,434,926 shares bought and 11,919,573 shares sold, net −1,484,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 677 holders

BlackRock, Inc. 0.02% Reduce -0.2% 5,676,192 $1.1B
Vanguard Capital Management LLC 0.02% — 4,854,696 $920.2M
Vanguard Portfolio Management LLC 0.04% — 3,768,696 $714.4M
Primecap Management Co. 0.49% Add +2.4% 3,302,937 $626.1M
State Street Corp. 0.02% Add +1.0% 3,205,396 $607.6M
Morgan Stanley 0.04% Reduce -5.1% 3,099,129 $587.4M
Geode Capital Management, LLC 0.02% Add +2.7% 2,090,784 $394.9M
Millennium Management 0.30% Add +87.6% 1,995,944 $378.3M
Nordea Investment Management AB 0.33% Reduce -16.9% 1,873,464 $349.0M
Wellington Management Group LLP 0.06% Reduce -69.5% 1,738,531 $329.5M
Invesco Ltd. 0.03% Reduce -3.9% 1,626,471 $308.3M
Victory Capital Management Inc. 0.19% Add +6890.0% 1,512,016 $286.6M
Amundi 0.06% Reduce -18.0% 1,219,400 $231.2M
Jane Street Group, LLC 0.24% Add +47163.5% 1,165,519 $220.9M
Bank of America Corp. 0.02% Add +215.0% 1,094,101 $207.4M
Impax Asset Management Group plc 1.25% Reduce -44.5% 947,946 $179.7M
Van Eck Associates Corp. 0.13% Reduce -52.6% 936,800 $177.6M
Point72 Asset Management 0.29% Add +428.8% 830,856 $157.5M
Balyasny Asset Management L.P. 0.32% Add +13.3% 816,137 $154.7M
Dimensional Fund Advisors LP 0.03% Add +4.0% 815,529 $154.6M
Citadel Advisors 0.11% Add +45.8% 808,651 $153.3M
Fenimore Asset Management Inc 3.37% Reduce -2.6% 798,106 $151.3M
Northern Trust Corp. 0.02% Add +1.0% 755,891 $143.3M
Flossbach Von Storch SE 0.65% Reduce -7.2% 740,319 $140.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +2.4% 723,589 $137.2M
Fisher Asset Management 0.05% Add +8.0% 708,157 $134.2M
Arrowstreet Capital, Limited Partnership 0.07% Add +51.1% 699,788 $132.6M
Charles Schwab Investment Management Inc. 0.02% Add +2.8% 685,933 $130.0M
First Trust Advisors LP 0.09% Reduce -23.3% 672,829 $127.5M
Pictet Asset Management Holding SA 0.13% Add +58.6% 651,929 $123.6M
UBS Group AG 0.02% Reduce -28.3% 641,700 $121.6M
Champlain Investment Partners, LLC 1.54% Reduce -22.9% 640,274 $121.4M
Alecta Tjanstepension Omsesidigt 0.53% Reduce -16.1% 579,000 $109.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +6.6% 557,361 $105.6M
Alyeska Investment Group, L.P. 0.28% New 517,655 $98.1M
Two Sigma Investments, LP 0.08% Add +93.6% 497,672 $94.3M
Legal & General Group Plc 0.02% Reduce -2.6% 471,037 $89.3M
Snyder Capital Management L P 1.67% Reduce -4.6% 453,285 $85.9M
Boston Trust Walden Corp 0.71% Reduce -2.2% 452,714 $85.8M
JPMorgan Chase & Co. 0.01% Add +33.1% 463,525 $85.1M
Deutsche Bank AG 0.03% Reduce -11.8% 431,884 $81.9M
Westfield Capital Management Co. LP 0.34% Add +6.0% 426,019 $80.8M
Vanguard Fiduciary Trust Co. 0.02% — 421,292 $79.9M
Schonfeld Strategic Advisors LLC 0.65% Add +40.5% 415,555 $78.8M
Bank of New York Mellon Corp 0.01% Reduce -16.7% 406,486 $77.0M
Robeco Schweiz AG 1.52% Reduce -8.1% 379,071 $71.9M
Deprince Race & Zollo Inc. 1.25% Reduce -2.7% 349,496 $66.2M
Barclays PLC 0.02% Add +28.3% 345,450 $65.5M
Findlay Park Partners LLP 0.88% Reduce -10.4% 331,999 $62.9M
State Farm Mutual Automobile Insurance Co. 0.05% Reduce -2.9% 326,330 $61.9M
Goldman Sachs Group Inc. 0.01% Reduce -36.2% 315,561 $59.8M
HSBC Holdings PLC 0.03% Add +26.9% 297,161 $56.2M
Thrivent Financial for Lutherans 0.11% Add +3345.0% 295,341 $56.0M
Schroder Investment Management Group 0.04% Reduce -0.3% 276,412 $50.7M
Weitz Investment Management, Inc. 3.50% Reduce -32.5% 264,300 $50.1M
Qube Research & Technologies Ltd 0.07% Add +42.1% 254,879 $48.3M
AQR Capital Management 0.02% Reduce -0.5% 256,510 $47.9M
Johnson Investment Counsel Inc. 0.37% Add +1.1% 243,717 $46.2M
Corient Private Wealth LP 0.06% Add +9.2% 235,296 $44.6M
Interval Partners, LP 1.52% Reduce -30.1% 233,182 $44.2M
Nuveen, LLC 0.01% Add +25.8% 221,040 $41.9M
Swiss National Bank 0.02% Add +6.7% 219,600 $41.6M
Freestone Grove Partners LP 0.30% New 217,276 $41.2M
Allianz Asset Management GmbH 0.05% Add +119.7% 209,808 $39.8M
Evelyn Partners Investment Management LLP 1.06% Add +10.8% 205,291 $38.9M
Sone Capital Management, LLC 3.24% New 203,824 $38.6M
Ensign Peak Advisors, Inc 0.07% Reduce -15.4% 200,642 $38.0M
FMR LLC 0.00% Add +105.1% 189,496 $35.9M
Gabelli Funds LLC 0.23% Reduce -2.8% 176,100 $33.4M
BLI - Banque de Luxembourg Investments 1.00% No change 188,900 $33.3M
American Century Companies Inc. 0.02% Reduce -33.5% 174,534 $33.1M
King Luther Capital Management Corp. 0.14% Reduce -7.1% 171,823 $32.6M
ASR Vermogensbeheer N.V. 0.38% Add +0.1% 171,719 $32.5M
Brown Advisory Inc. 0.05% Reduce -16.2% 171,334 $32.5M
CIBC Bancorp USA Inc. 0.04% — 170,833 $32.4M
FIL Ltd 0.03% Reduce -24.0% 170,229 $32.3M
T. Rowe Price Associates Inc. 0.00% Reduce -0.3% 168,221 $31.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +3.9% 166,713 $31.6M
Vanguard Global Advisers, LLC 0.02% — 163,449 $31.0M
Rhumbline Advisers 0.03% Reduce -1.1% 163,079 $30.9M
Mirova 1.24% Add +212.3% 160,700 $30.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -5.4% 159,997 $30.3M
GAMCO Investors 0.29% Reduce -8.2% 156,724 $29.7M
California Public Employees Retirement System 0.02% Reduce -6.7% 154,528 $29.3M
Russell Investments Group, Ltd. 0.03% Add +14.0% 153,427 $28.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -6.0% 144,443 $27.4M
Assenagon Asset Management S.A. 0.04% Add +114.5% 134,299 $25.5M
BNP Paribas Financial Markets 0.02% Add +42.1% 132,672 $25.1M
Nicholas Company, Inc. 0.49% Add +0.0% 132,583 $25.1M
Regents Gate Capital LLP 5.27% Add +60.0% 130,389 $24.7M
California State Teachers Retirement System 0.03% Reduce -1.7% 130,290 $24.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +13.8% 129,118 $24.5M
Premier Fund Managers Ltd 1.65% Reduce -28.8% 126,647 $23.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 122,581 $23.2M
Mountain Pacific Investment Advisers LLC 3.83% Reduce -2.0% 117,999 $22.4M
DekaBank Deutsche Girozentrale 0.04% No change 112,957 $21.8M
Quantinno Capital Management LP 0.04% Add +281.4% 114,480 $21.7M
Harvey Investment Co. LLC 2.34% Add +1.9% 112,239 $21.3M
Port Capital LLC 0.93% Add +1.4% 110,728 $21.0M
ExodusPoint Capital Management, LP 0.21% New 108,973 $20.7M
Curi Capital, LLC 0.35% Add +1.8% 103,971 $19.7M
Eventide Asset Management, LLC 0.32% Add +1.8% 100,893 $19.1M
HRT Financial LP 0.05% New 97,777 $18.5M
Sei Investments Co. 0.02% Reduce -6.2% 97,285 $18.4M
Geneva Capital Management LLC 0.38% Reduce -4.3% 93,917 $17.8M
Redwood Grove Capital, LLC 5.63% No change 92,100 $17.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -4.1% 90,232 $17.1M
Royal Bank of Canada 0.00% Reduce -6.9% 89,664 $17.0M
Principal Financial Group Inc. 0.01% Add +4.8% 88,315 $16.7M
St. James Investment Company, LLC 2.62% Add +53.4% 88,124 $16.7M
Ameriprise Financial Inc. 0.00% Reduce -29.9% 88,273 $16.7M
J. Goldman & Co LP 0.77% New 87,835 $16.6M
Citigroup Inc. 0.01% Reduce -28.8% 86,568 $16.4M
Renaissance Technologies 0.03% New 84,525 $16.0M
New York State Common Retirement Fund 0.02% Add +4.1% 83,843 $15.9M
Public Employees Retirement Association of Colorado 0.06% No change 81,713 $15.5M
Janus Henderson Group PLC 0.01% Add +953.1% 81,444 $15.4M
Speece Thorson Capital Group Inc. 3.46% Reduce -5.9% 80,078 $15.2M
Alliancebernstein L.P. 0.00% Reduce -6.3% 84,787 $15.1M
AEGON ASSET MANAGEMENT UK Plc 0.20% Add +27.4% 77,732 $14.7M
Congruence Capital, LLC 4.91% Reduce -19.5% 77,232 $14.6M
Envestnet Asset Management Inc. 0.00% Add +118.7% 73,966 $14.0M
Danske Bank A/S 0.03% Reduce -0.4% 73,400 $13.9M
Longaeva Partners L.P. 0.67% New 72,952 $13.8M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -75.6% 66,786 $12.7M
State of Wisconsin Investment Board 0.03% Add +48.0% 66,244 $12.6M
Candriam S.C.A. 0.06% Reduce -7.4% 65,631 $12.4M
Glenmede Trust Co. NA 0.06% Reduce -0.5% 64,326 $12.2M
Aviva PLC 0.02% Add +2.7% 64,275 $12.2M
State Board of Administration of Florida Retirement System 0.02% No change 61,173 $11.6M
Graham Capital Management, L.P. 0.51% Add +27.2% 59,914 $11.4M
Korea Investment CORP 0.02% Add +11.1% 58,380 $11.1M
D. E. Shaw & Co. 0.01% Reduce -51.8% 57,578 $10.9M
Swedbank AB 0.01% Add +1.7% 56,335 $10.7M
Davidson Kempner Capital Management LP 0.29% New 55,000 $10.4M
Aberdeen Group plc 0.02% Reduce -8.6% 54,970 $10.4M
New York State Teachers Retirement System 0.02% No change 53,759 $10.2M
Squarepoint Ops LLC 0.02% Add +2552.2% 52,911 $10.0M
Baron Capital (BAMCO) 0.03% Reduce -26.0% 52,776 $10.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.3% 51,874 $9.8M
Gotham Asset Management 0.03% Add +7.7% 47,985 $9.1M
Bank of Montreal 0.00% Reduce -12.3% 45,659 $8.7M
Eurizon Capital SGR S.p.A. 0.03% Reduce -18.3% 45,427 $8.6M
Nomura Asset Management International Inc. 0.01% Add +52.0% 45,359 $8.6M
Nuance Investments, LLC 1.18% Reduce -61.8% 44,820 $8.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +40.7% 44,057 $8.4M
CANADA LIFE ASSURANCE Co 0.01% Add +4.1% 43,408 $8.3M
Jefferies Financial Group Inc. 0.10% Add +47.2% 43,300 $8.2M
Duff & Phelps Investment Management Co. 0.08% Reduce -4.6% 42,620 $8.1M
DNB Asset Management AS 0.03% Add +7.1% 42,399 $8.0M
SMA Capital LLC 3.46% Add +429.1% 42,329 $8.0M
Creative Planning 0.01% Add +41.4% 41,715 $7.9M
Boston Partners 0.01% New 41,102 $7.8M
National Bank of Canada 0.01% Reduce -15.7% 40,022 $7.6M
Scopus Asset Management, L.P. 0.24% New 40,000 $7.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +1242.2% 39,701 $7.5M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -6.2% 38,852 $7.4M
Verition Fund Management LLC 0.08% Add +31.4% 38,738 $7.3M
Royal London Asset Management Ltd. 0.02% No change 38,138 $7.2M
Wells Fargo & Company 0.00% Add +101.6% 37,723 $7.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.1% 37,149 $7.0M
Prudential Financial Inc. 0.01% Reduce -2.5% 37,066 $7.0M
Clarkston Capital Partners, LLC 0.52% Reduce -63.7% 36,260 $6.9M
Marshall Wace, LLP 0.01% Reduce -76.7% 36,207 $6.9M
Prudential PLC 0.05% Reduce -8.4% 35,821 $6.8M
Vanguard Investments Australia, Ltd. 0.02% — 35,395 $6.7M
Tredje AP-fonden 0.04% Reduce -67.4% 34,175 $6.5M
SG Americas Securities, LLC 0.01% Add +4.4% 33,928 $6.4M
Susquehanna International Group, LLP 0.01% Reduce -3.4% 33,434 $6.3M
APG Asset Management N.V. 0.02% Reduce -2.5% 38,387 $6.3M
Asset Management One Co., Ltd. 0.02% Reduce -0.9% 33,164 $6.3M
Treasurer of the State of North Carolina 0.02% Add +2.2% 32,359 $6.1M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -6.1% 30,080 $5.7M
Campbell & CO Investment Adviser LLC 0.32% New 29,757 $5.6M
Mn Services Vermogensbeheer B.V. 0.04% No change 29,111 $5.5M
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 28,889 $5.5M
ICICI Prudential Asset Management Co Ltd 0.65% Reduce -44.1% 28,741 $5.4M
TD Asset Management Inc 0.00% Add +10.1% 28,712 $5.4M
Nisa Investment Advisors, LLC 0.02% Reduce -3.2% 28,570 $5.4M
Aquatic Capital Management LLC 0.16% New 28,492 $5.4M
Taproot Management LP 1.02% New 28,398 $5.4M
Voloridge Investment Management, LLC 0.02% Reduce -79.3% 28,162 $5.3M
Neuberger Berman Group LLC 0.00% Reduce -1.7% 27,669 $5.2M
Lord, Abbett & Co. LLC 0.02% New 27,196 $5.2M
KLP Kapitalforvaltning As 0.02% No change 27,100 $5.1M
Credit Agricole S A 0.02% Reduce -19.8% 26,672 $5.1M
Nomura Asset Management Co. Ltd. 0.01% Add +0.6% 24,750 $4.7M
Swiss Life Asset Management Ltd 0.02% Add +41.0% 24,516 $4.6M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -15.8% 24,387 $4.6M
State of New Jersey Common Pension Fund D 0.02% No change 24,173 $4.6M
Resona Asset Management Co.,Ltd. 0.02% Add +2.5% 24,229 $4.6M
Public Employees Retirement System of Ohio 0.01% Add +4.7% 23,808 $4.5M
Vontobel Holding Ltd. 0.02% Reduce -1.6% 23,801 $4.5M
Evelyn Partners Investment Management Services Ltd 0.53% Add +0.2% 23,574 $4.5M
Handelsbanken Fonder AB 0.01% Reduce -0.4% 23,500 $4.5M
Acadian Asset Management LLC 0.01% Add +4360.0% 23,504 $4.5M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -2.2% 23,258 $4.4M
Toronto Dominion Bank 0.01% Reduce -8.2% 23,017 $4.4M
Covea Finance 0.15% Reduce -10.2% 22,800 $4.3M
IFM Investors Pty Ltd 0.04% Add +0.5% 22,653 $4.3M
Voya Investment Management LLC 0.01% Reduce -0.9% 22,257 $4.2M
Walleye Capital LLC 0.03% New 21,426 $4.1M
Natixis Advisors, LLC 0.01% Add +10.8% 20,984 $4.0M
New York Life Investment Management LLC 0.03% Add +21.1% 20,954 $4.0M
Czech National Bank 0.03% Add +3.3% 20,385 $3.9M
Arizona State Retirement System 0.02% Reduce -1.5% 20,347 $3.9M
SummitTX Capital, L.P. 0.12% Add +15.6% 20,197 $3.8M
Franklin Street Advisors Inc. 0.23% No change 20,125 $3.8M
K.J. Harrison & Partners Inc 0.62% No change 20,000 $3.8M
Truist Financial Corp. 0.01% Reduce -3.6% 19,798 $3.8M
RNC Capital Management LLC 0.16% Reduce -0.7% 19,669 $3.7M
State of Michigan Retirement System 0.02% No change 19,580 $3.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +99.0% 19,191 $3.6M
Cerity Partners LLC 0.00% Add +4.1% 18,375 $3.5M
Trexquant Investment LP 0.02% New 18,095 $3.4M
CIBC Asset Management Inc 0.01% Add +1.4% 17,926 $3.4M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 17,500 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.1% 17,436 $3.3M
Raiffeisen Bank International AG 0.05% Reduce -65.0% 17,544 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.8% 16,726 $3.2M
Morningstar Investment Management LLC 0.20% Reduce -4.8% 16,631 $3.2M
GHP Investment Advisors, Inc. 0.13% Add +0.8% 16,444 $3.1M
Heartland Advisors Inc. 0.16% New 16,108 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 16,073 $3.0M
Zurich Insurance Group Ltd 0.02% No change 15,967 $3.0M
LPL Financial LLC 0.00% Add +17.2% 15,958 $3.0M
Retirement Systems of Alabama 0.01% Reduce -0.2% 15,897 $3.0M
Fifth Third Bancorp 0.01% Add +400.1% 15,849 $3.0M
Aristotle Capital Boston, LLC 0.19% Reduce -2.1% 15,701 $3.0M
SEB Asset Management AB 0.01% — 15,062 $2.9M
Cwm, LLC 0.01% Add +1.8% 14,697 $2.8M
Daiwa Securities Group Inc. 0.01% Add +4.7% 14,540 $2.8M
Canada Pension Plan Investment Board 0.00% Add +70.3% 14,139 $2.7M
Meeder Asset Management Inc. 0.15% New 13,704 $2.6M
Amalgamated Bank 0.02% Reduce -2.2% 13,660 $2.6M
Atom Investors LP 0.18% Add +132.5% 13,539 $2.6M
L. Roy Papp & Associates, LLP 0.29% Reduce -0.9% 13,289 $2.5M
Lecap Asset Management Ltd. 0.93% New 13,102 $2.5M
Exchange Traded Concepts, LLC 0.02% Add +11.9% 13,101 $2.5M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 12,500 $2.4M
Man Group plc 0.00% Reduce -17.8% 12,339 $2.3M
Xponance LLC 0.02% Add +16.7% 12,318 $2.3M
Utah Retirement Systems 0.02% Reduce -1.9% 12,269 $2.3M
Baader Bank Aktiengesellschaft 0.23% Reduce -55.9% 12,252 $2.3M
ProShare Advisors LLC 0.00% Reduce -19.1% 12,193 $2.3M
Public Sector Pension Investment Board 0.01% Add +25.1% 12,094 $2.3M
Captrust Financial Advisors 0.00% Add +0.5% 12,065 $2.3M
Quantbot Technologies LP 0.09% New 12,039 $2.3M
Baird Financial Group, Inc. 0.00% Add +4.0% 12,018 $2.3M
Coldstream Capital Management Inc. 0.03% Reduce -6.8% 11,937 $2.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -12.7% 11,850 $2.2M
Qsemble Capital Management, LP 0.17% New 11,795 $2.2M
Henshaw Capital LLC 0.08% Add +0.4% 11,524 $2.2M
Police & Firemen's Retirement System of New Jersey 0.02% No change 11,394 $2.2M
Raymond James Financial Inc. 0.00% Reduce -15.7% 11,311 $2.1M
Mercer Global Advisors Inc. 0.00% Add +17.7% 11,266 $2.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.12% New 11,100 $2.1M
Focus Partners Wealth 0.00% Add +53.5% 10,369 $2.1M
Rakuten Investment Management, Inc. 0.00% Add +10.6% 11,278 $2.1M
Polar Asset Management Partners Inc. 0.07% New 10,800 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 10,737 $2.0M
UniSuper Management Pty Ltd 0.01% Reduce -10.2% 10,661 $2.0M
Mariner, LLC 0.00% Reduce -41.0% 10,661 $2.0M
Callan Family Office, LLC 0.05% Add +3.2% 10,592 $2.0M
Bank of Nova Scotia 0.00% Reduce -11.2% 10,428 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -22.9% 10,317 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.0% 11,417 $2.0M
NEOS Investment Management LLC 0.01% Add +653.9% 10,215 $1.9M
Virtu Financial LLC 0.08% New 9,824 $1.9M
QRG Capital Management, Inc. 0.02% Add +22.3% 9,697 $1.8M
ING Groep NV 0.01% Add +79.2% 9,653 $1.8M
M&T Bank Corp 0.01% Reduce -9.7% 9,645 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +0.5% 9,569 $1.8M
Allstate Corp. 0.02% Add +121.8% 9,526 $1.8M
Horizon Investments, LLC 0.02% Add +392.0% 9,515 $1.8M
Guyasuta Investment Advisors Inc. 0.10% No change 9,509 $1.8M
Storebrand Asset Management As 0.01% Add +1.1% 9,503 $1.8M
Natixis 0.01% Reduce -49.3% 9,279 $1.8M
Macquarie Group Ltd. 0.01% Reduce -1.9% 9,257 $1.8M
GAM Holding AG 0.15% New 9,195 $1.7M
Summit Trail Advisors, LLC 0.02% Reduce -33.5% 8,990 $1.7M
Legacy Wealth Management, LLC / MS 0.48% Reduce -6.1% 8,975 $1.7M
OMERS ADMINISTRATION Corp 0.01% Add +227.4% 8,867 $1.7M
National Pension Service 0.00% Add +133.4% 8,853 $1.7M
Vest Financial, LLC 0.02% Reduce -41.3% 8,742 $1.7M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.3% 8,580 $1.6M
Empowered Funds, LLC 0.01% Add +95.7% 8,418 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 8,262 $1.6M
OP Asset Management Ltd 0.02% No change 8,224 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -3.3% 8,200 $1.6M
KBC Group NV 0.00% No change 8,197 $1.6M
South Dakota Investment Council 0.03% Add +7.0% 8,109 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -0.9% 7,963 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +184.6% 7,704 $1.5M
Jones Financial Companies LLLP 0.00% Add +426.7% 7,816 $1.5M
State of Alaska, Department of Revenue 0.02% No change 7,481 $1.4M
Tidal Investments LLC 0.00% Add +10.4% 7,474 $1.4M
Tudor Investment Corporation 0.01% New 7,382 $1.4M
Osaic Holdings, Inc. 0.00% Add +17.9% 7,299 $1.4M
Quadrature Capital Ltd 0.02% New 7,268 $1.4M
Waratah Capital Advisors Ltd. 0.12% Reduce -71.4% 7,244 $1.4M
iSAM Funds (UK) Ltd 0.68% New 7,223 $1.4M
Abn Amro Investment Solutions 0.02% Add +64.6% 7,164 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +266.6% 7,137 $1.4M
Glenview Trust Co 0.02% Add +8.8% 7,120 $1.3M
Intrust Bank NA 0.11% Reduce -6.7% 7,086 $1.3M
Diversified Trust Co. 0.02% Reduce -11.2% 7,071 $1.3M
Pathstone Holdings, LLC 0.01% Add +3.4% 6,699 $1.3M
Jump Financial, LLC 0.02% New 6,685 $1.3M
Bard Associates Inc. 0.31% No change 6,593 $1.2M
Montag A & Associates Inc. 0.06% No change 6,552 $1.2M
Ethic Inc. 0.02% Add +51.9% 6,533 $1.2M
Brevan Howard Capital Management LP 0.01% New 6,515 $1.2M
Metis Global Partners, LLC 0.03% Reduce -6.2% 6,466 $1.2M
STRS Ohio 0.00% Reduce -0.1% 6,408 $1.2M
Franklin Resources Inc. 0.00% Reduce -4.6% 6,221 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -3.7% 6,155 $1.2M
Tevis Investment Management 0.66% Add +56.7% 6,142 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,930 $1.1M
EDENTREE ASSET MANAGEMENT Ltd 0.34% No change 5,900 $1.1M
Panagora Asset Management Inc. 0.00% Add +10.8% 5,803 $1.1M
Gulf International Bank (UK) Ltd 0.02% Add +62.2% 5,753 $1.1M
Two Sigma Securities, LLC 0.13% New 5,745 $1.1M
Nomura Holdings Inc. 0.01% Add +17.4% 5,712 $1.1M
Cibc World Market Inc. 0.00% New 5,692 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Reduce -15.7% 5,563 $1.1M
Sierra Legacy Group 0.79% No change 5,458 $1.0M
Fox Run Management, L.L.C. 0.18% Add +149.1% 5,590 $1.0M
Sciencast Management LP 0.13% New 5,368 $1.0M
Investment Management Corp of Ontario 0.01% Add +3.9% 5,358 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.8% 4,576 $981K
Waverly Advisors, LLC 0.01% Add +6.2% 4,994 $947K
Compass Ion Advisors, LLC 0.09% No change 4,922 $933K
Rafferty Asset Management, LLC 0.00% Reduce -26.9% 4,875 $924K
North Star Investment Management Corp. 0.05% No change 4,686 $888K
Norinchukin Bank, The 0.01% Add +0.3% 4,648 $881K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.9% 4,621 $876K
Ieq Capital, LLC 0.00% Add +26.8% 4,612 $874K
US Bancorp \de 0.00% Add +0.8% 4,588 $870K
Mizuho Securities USA LLC 0.02% Reduce -17.0% 4,525 $858K
Intech Investment Management LLC 0.01% Add +28.3% 4,370 $828K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.3% 4,375 $823K
Fieldview Capital Management, LLC 0.24% New 4,314 $818K
Groupama Asset Managment 0.01% New 4,310 $817K
HighTower Advisors, LLC 0.00% Reduce -39.7% 4,284 $812K
Hartford Investment Management Co. 0.03% Reduce -1.2% 4,239 $804K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,211 $798K
Sepio Capital, LP 0.04% Add +57.0% 4,209 $798K
Allspring Global Investments Holdings, LLC 0.00% Add +0.7% 4,000 $768K
Mairs & Power Inc. 0.01% No change 4,000 $758K
&partners 0.00% Add +53.9% 3,979 $754K
111 Capital 0.19% New 3,978 $754K
MML Investors Services, LLC 0.00% Add +31.2% 3,974 $753K
Wealthfront Advisers LLC 0.00% Add +6.1% 3,905 $740K
Vident Advisory, LLC 0.01% Add +59.1% 3,903 $740K
Maryland State Retirement & Pension System 0.01% Add +8.0% 3,824 $725K
Vestcor Inc 0.02% No change 3,802 $721K
Louisiana State Employees Retirement System 0.01% No change 3,800 $720K
First Manhattan Co. Llc. 0.00% No change 3,778 $716K
Welch Group, LLC 0.03% No change 3,707 $703K
Rockefeller Capital Management L.P. 0.00% Add +78.0% 3,693 $700K
Inceptionr LLC 0.17% New 3,677 $697K
Gsa Capital Partners LLP 0.04% New 3,661 $694K
Daiichi Life Insurance Co., Ltd. 0.02% Add +12.0% 3,652 $692K
New Mexico Educational Retirement Board 0.02% No change 3,500 $663K
Hahn Capital Management LLC 0.41% Reduce -17.7% 3,426 $649K
Washington Capital Management, Inc. 0.54% Add +157.7% 3,350 $635K
Blair William & Co. 0.00% Add +0.5% 3,309 $627K
Rice Hall James & Associates, LLC 0.03% Reduce -1.0% 3,306 $627K
Oak Thistle LLC 0.06% New 3,276 $621K
Duncker Streett & Co. Inc. 0.12% Reduce -1.5% 3,257 $617K
Catalyst Funds Management Pty Ltd 0.10% New 3,236 $613K
Segment Wealth Management, LLC 0.04% No change 3,221 $611K
Ossiam 0.01% Reduce -6.8% 3,203 $607K
Brooklyn Investment Group 0.02% Add +15.4% 3,185 $604K
Concentric Capital Strategies, LP 0.05% Reduce -96.1% 3,182 $603K
Sequoia Financial Advisors, LLC 0.00% Add +1.4% 3,166 $600K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -38.9% 3,113 $590K
V-Square Quantitative Management LLC 0.06% Add +8.4% 3,106 $589K
MUFG Securities EMEA plc 0.01% No change 3,090 $586K
Robeco Institutional Asset Management B.V. 0.00% Add +110.0% 3,082 $584K
Net Worth Advisory Group 0.12% Add +4.1% 3,013 $571K
Massachusetts Financial Services Co. 0.00% Reduce -0.7% 2,973 $564K
E. Ohman J:or Asset Management AB 0.01% Reduce -16.0% 2,940 $557K
Sandhill Capital Partners LLC 0.05% No change 2,907 $551K
Oppenheimer Asset Management Inc. 0.01% No change 2,899 $550K
Chicago Partners Investment Group LLC 0.01% Add +47.0% 2,691 $548K
Tectonic Advisors LLC 0.03% Add +46.0% 2,829 $536K
Cetera Investment Advisers 0.00% Reduce -15.2% 2,800 $531K
Saudi Central Bank 0.01% New 2,763 $524K
WCM Investment Management, LLC 0.00% Add +21.9% 2,789 $512K
S-Bank Fund Management Ltd 0.08% Reduce -3.6% 2,694 $511K
Scientech Research LLC 0.42% New 2,687 $509K
Kestra Private Wealth Services, LLC 0.01% New 2,684 $509K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,679 $508K
Praxis Investment Management Inc. 0.03% New 2,674 $507K
Engineers Gate Manager LP 0.01% Reduce -97.5% 2,656 $503K
WINTON GROUP Ltd 0.02% Reduce -90.5% 2,651 $502K
Mackenzie Financial Corp. 0.00% Add +3.2% 2,645 $501K
Stock Yards Bank & Trust Co. 0.02% No change 2,609 $495K
Sterling Capital Management LLC 0.01% Reduce -43.0% 2,552 $484K
Rockland Trust Co. 0.02% Reduce -11.9% 2,544 $482K
Empirical Finance, LLC 0.02% Reduce -0.2% 2,518 $477K
AlphaGrep UK Ltd 0.14% New 2,474 $469K
Sanctuary Advisors, LLC 0.00% Add +2.6% 2,443 $463K
HB Wealth Management, LLC 0.00% Add +4.5% 2,413 $457K
Commerce Bank 0.00% Reduce -7.7% 2,410 $457K
United Capital Financial Advisors, LLC 0.00% Add +67.2% 2,408 $456K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 2,395 $454K
AE Wealth Management LLC 0.00% Reduce -8.0% 2,392 $454K
O'shaughnessy Asset Management, LLC 0.00% Add +37.9% 2,393 $454K
Dynamic Technology Lab Private Ltd 0.07% New 2,372 $450K
Merit Financial Group, LLC 0.00% Add +7.7% 2,350 $445K
Brown Brothers Harriman & Co. 0.00% Add +34.3% 2,348 $445K
Fagan Associates, Inc. 0.06% No change 2,345 $444K
Camelot Portfolios, LLC 0.33% Reduce -9.9% 2,329 $442K
Northstar Asset Management Inc. 0.14% Reduce -76.8% 2,323 $440K
Guinness Asset Management LTD 0.01% No change 2,228 $422K
Salvus Wealth Management, LLC 0.24% Add +39.2% 2,220 $421K
Gateway Investment Advisers LLC 0.00% Add +30.0% 2,211 $419K
North Dakota State Investment Board 0.02% Reduce -15.0% 2,210 $419K
Evergreen Capital Management LLC 0.01% Add +40.3% 2,160 $409K
Evolve Private Wealth, LLC 0.02% Add +2.8% 2,125 $403K
MQS Management LLC 0.27% New 2,102 $398K
Integrated Wealth Concepts LLC 0.00% Add +50.2% 2,095 $397K
Avior Wealth Management, LLC 0.01% Reduce -8.2% 2,090 $396K
Atria Investments, Inc 0.00% Add +2.1% 2,080 $394K
Assetmark, Inc. 0.00% Reduce -37.0% 2,072 $393K
Mufg Securities Americas Inc. 0.03% Add +2.7% 2,071 $393K
Beacon Financial Group 0.04% Add +46.0% 2,051 $389K
Securian Asset Management, Inc. 0.02% Add +5.1% 2,049 $388K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 1,989 $377K
Phoenix Financial Ltd. 0.00% Reduce -13.2% 1,964 $372K
Brighton Jones LLC 0.01% New 1,947 $369K
Wahed Invest LLC 0.05% Reduce -3.2% 1,926 $365K
Lighthouse Investment Partners, LLC 0.01% New 1,856 $352K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +15.6% 1,852 $351K
Teacher Retirement System of Texas 0.00% Reduce -30.0% 1,751 $332K
Ballentine Partners, LLC 0.00% New 1,737 $329K
Hantz Financial Services, Inc. 0.00% Add +30.6% 1,682 $319K
Procyon Advisors, LLC 0.02% Add +10.8% 1,677 $318K
ICW Investment Advisors LLC 0.11% Add +12.9% 1,664 $315K
Hikari Power Ltd 0.03% Reduce -62.0% 1,660 $315K
Ostrum Asset Management 0.02% Add +1.5% 1,658 $314K
Canada Post Corp Registered Pension Plan 0.01% No change 1,650 $313K
Diametric Capital, LP 0.08% New 1,643 $311K
Estabrook Capital Management 0.04% No change 1,600 $303K
Meeder Advisory Services, Inc. 0.01% Reduce -31.7% 1,587 $301K
nVerses Capital, LLC 0.26% New 1,518 $288K
Smartleaf Asset Management LLC 0.01% Reduce -7.5% 1,562 $287K
Bahl & Gaynor LLC 0.00% No change 1,509 $286K
Checchi Capital Advisers, LLC 0.02% Add +22.2% 1,503 $285K
Bull Harbor Capital LLC 0.08% — 1,497 $284K
EP Wealth Advisors, LLC 0.00% Add +27.0% 1,496 $284K
Commonwealth Equity Services, LLC 0.00% Reduce -5.2% 1,480 $281K
RMR Wealth Builders 0.02% No change 1,463 $277K
EverSource Wealth Advisors, LLC 0.01% Add +4.0% 1,446 $274K
Advisory Alpha, LLC 0.01% Add +0.3% 1,415 $268K
Hartree Partners, LP 0.06% New 1,400 $265K
Wallington Asset Management, LLC 0.04% No change 1,400 $265K
Equitable Trust Co. 0.01% No change 1,369 $259K
OneAscent Investment Solutions LLC 0.26% Reduce -2.5% 1,348 $256K
Caerus Investment Advisors, LLC 0.11% Add +0.1% 1,332 $252K
Frec Markets, Inc. 0.04% New 1,307 $248K
DGS Capital Management, LLC 0.04% New 1,306 $248K
Claret Asset Management Corp 0.03% No change 1,299 $246K
Boothbay Fund Management, LLC 0.01% Reduce -95.6% 1,290 $245K
Fiduciary Trust Co 0.00% Reduce -1.5% 1,281 $243K
Patton Fund Management, Inc. 0.04% No change 1,273 $241K
LGT Group Foundation 0.00% New 1,272 $241K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,259 $239K
Stifel Financial Corp. 0.00% Reduce -23.9% 1,253 $238K
Sheets Smith Wealth Management 0.03% Reduce -0.2% 1,229 $233K
Quadcap Wealth Management, LLC 0.03% New 1,227 $233K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,200 $230K
Sagewood Asset Management LP 0.07% New 1,215 $230K
Oslo Pensjonsforsikring AS 0.04% — 1,205 $228K
GAMMA Investing LLC 0.01% Add +14.8% 1,201 $228K
PFG Investments, LLC 0.01% Add +0.3% 1,201 $228K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,200 $227K
MASTERINVEST Kapitalanlage GmbH 0.02% New 1,187 $225K
TCW Group Inc. 0.00% Add +5.1% 1,187 $225K
Everhart Financial Group, Inc. 0.02% New 1,175 $223K
Rothschild Investment LLC 0.01% Add +1.6% 1,175 $223K
NorthCrest Asset Manangement, LLC 0.01% New 1,166 $222K
Krilogy Financial LLC 0.01% Reduce -8.7% 1,081 $217K
Studio Investment Management LLC 0.04% Reduce -0.5% 1,135 $215K
Caisse de depot et placement du Quebec 0.00% New 1,126 $213K
Syon Capital LLC 0.01% New 1,124 $213K
Argent Trust Co 0.01% New 1,098 $208K
Caxton Associates LLP 0.00% New 1,075 $204K
Manning & Napier Advisors LLC 0.00% Reduce -19.7% 1,075 $204K
Perigon Wealth Management, LLC 0.00% Reduce -12.8% 1,074 $204K
Journey Strategic Wealth LLC 0.01% New 1,073 $203K
Cadent Capital Advisors, LLC 0.05% New 1,071 $203K
Sovereign's Capital Management, LLC 0.15% Reduce -6.3% 1,068 $202K
Siemens Fonds Invest GmbH 0.01% Reduce -48.2% 1,042 $198K
Quadrant Capital Group LLC 0.01% Reduce -0.1% 972 $184K
Centerpoint Advisors, LLC 0.06% No change 958 $182K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -76.6% 958 $182K
CX Institutional 0.01% Add +0.7% 885 $168K
Ancora Advisors LLC 0.00% Add +6.8% 884 $168K
Farther Finance Advisors, LLC 0.00% Add +7.8% 841 $162K
Huntington National Bank 0.00% Reduce -2.0% 780 $148K
Parallel Advisors, LLC 0.00% Reduce -15.0% 741 $140K
Versant Capital Management, Inc 0.01% Add +1575.6% 687 $130K
Ameritas Investment Partners, Inc. 0.00% No change 671 $127K
Allworth Financial LP 0.00% Add +10.6% 660 $125K
Dynamic Wealth Strategies, LLC 0.07% Reduce -1.1% 627 $119K
Signaturefd, LLC 0.00% Add +12.4% 624 $118K
Quent Capital, LLC 0.01% Reduce -5.4% 612 $116K
Employees Retirement System of Texas 0.00% No change 606 $115K
Bessemer Group Inc. 0.00% Add +0.2% 581 $110K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 579 $110K
Larson Financial Group LLC 0.00% Reduce -81.7% 558 $106K
United Community Bank 0.03% Add +49.3% 545 $103K
Osbon Capital Management LLC 0.08% No change 511 $97K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.4% 489 $93K
Mather Group, Llc. 0.00% New 488 $93K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +0.7% 422 $80K
Penserra Capital Management LLC 0.00% Add +2.9% 420 $79K
Orion Capital Management LLC 0.03% No change 413 $78K
Essential Partners LLC 0.03% No change 407 $77K
Generali Asset Management SPA SGR 0.00% No change 406 $77K
Hollencrest Capital Management 0.00% No change 400 $76K
Ecofi Investissements SA 0.14% Reduce -20.0% 400 $76K
Blue Trust, Inc. 0.00% Reduce -24.8% 392 $74K
Sittner & Nelson, LLC 0.03% New 389 $74K
Advisory Services Network, LLC 0.00% New 385 $73K
Destiny Wealth Partners, LLC 0.01% New 365 $69K
Tema ETFs LLC 0.00% No change 361 $68K
Steward Partners Investment Advisory, LLC 0.00% Add +38.8% 336 $64K
Los Angeles Capital Management LLC 0.00% No change 332 $63K
Godsey & Gibb, Inc. 0.01% No change 325 $62K
Federated Hermes, Inc. 0.00% Reduce -1.6% 314 $60K
CENTRAL TRUST Co 0.00% No change 281 $53K
Covestor Ltd 0.04% Reduce -54.6% 279 $53K
Smithfield Trust Co 0.00% No change 277 $53K
McMillan Office, Inc. 0.01% No change 261 $49K
Vega Investment Solutions 0.01% No change 230 $44K
AdvisorNet Financial, Inc 0.00% Add +3.2% 225 $43K
Root Financial Partners, LLC 0.00% Add +57.6% 208 $39K
CYBER HORNET ETFs LLC 0.03% Reduce -6.4% 205 $39K
UMB Bank, n.a. 0.00% No change 206 $39K
Cromwell Holdings LLC 0.02% Add +2.0% 203 $38K
Union Bancaire Privee, UBP SA 0.00% New 265 $37K
Vanguard National Trust Co 0.00% — 173 $33K
Parkside Financial Bank & Trust 0.00% Add +19.0% 163 $31K
Ares Financial Consulting, LLC 0.02% New 156 $30K
Spire Wealth Management 0.00% Add +51.5% 156 $30K
Rossby Financial, LCC 0.01% Add +13.7% 149 $29K
SJS Investment Consulting Inc. 0.00% Add +104.1% 149 $28K
GoalVest Advisory LLC 0.01% No change 148 $28K
Optiver Holding B.V. 0.00% New 140 $27K
J.Safra Asset Management Corp 0.00% No change 137 $26K
DT Investment Partners, LLC 0.00% No change 136 $26K
Loomis Sayles & Co. L P 0.00% Reduce -28.3% 132 $25K
IFP Advisors, Inc 0.00% Reduce -2.3% 126 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $24K
MAI Capital Management 0.00% Add +16.0% 123 $23K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 120 $23K
TD Private Client Wealth LLC 0.00% Add +1.7% 120 $23K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -34.6% 119 $23K
Leonteq Securities AG 0.00% Reduce -13.3% 117 $22K
Quarry LP 0.00% Reduce -86.7% 116 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.2% 109 $21K
Rakuten Securities, Inc. 0.01% Add +10200.0% 103 $20K
GW&K Investment Management, LLC 0.00% Reduce -99.8% 102 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 100 $19K
Hillsdale Investment Management Inc. 0.00% New 90 $17K
Caldwell Trust Co 0.00% No change 85 $16K
WPG Advisers, LLC 0.01% Add +1.3% 78 $15K
CVA Family Office, LLC 0.00% Add +2500.0% 78 $15K
Private Wealth Asset Management, LLC 0.00% No change 75 $14K
Owl Creek Wealth Partners LLC 0.00% — 70 $13K
City Holding Co. 0.00% No change 70 $13K
True Wealth Design, LLC 0.00% Add +7.8% 69 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 65 $12K
American National Bank & Trust 0.00% No change 62 $12K
Frazier Financial Advisors, LLC 0.01% No change 59 $11K
Whittier Trust Co. 0.00% Reduce -72.3% 58 $11K
Key Financial Inc 0.00% No change 58 $11K
Webster Bank, N. A. 0.00% No change 54 $10K
Farmers & Merchants Investments Inc. 0.00% No change 54 $10K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 50 $10K
First Horizon Corp. 0.00% No change 53 $10K
TD Waterhouse Canada Inc. 0.00% Reduce -12.3% 50 $10K
Meramec Financial Planners, LLC 0.00% No change 46 $9K
Red Tortoise LLC 0.00% No change 44 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 44 $8K
Private Trust Co. NA 0.00% Add +2.3% 44 $8K
Activest Wealth Management 0.00% Add +2.4% 43 $8K
Fortitude Family Office, LLC 0.00% Add +223.1% 42 $8K
Keating Financial Advisory Services, Inc. 0.00% Reduce -2.4% 40 $8K
MTM Investment Management, LLC 0.00% No change 39 $7K
Investors Research Corp 0.00% No change 39 $7K
Strengthening Families & Communities, LLC 0.00% Reduce -7.5% 37 $7K
Geneos Wealth Management Inc. 0.00% Reduce -17.8% 37 $7K
LRI Investments, LLC 0.00% No change 36 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $7K
JFS Wealth Advisors, LLC 0.00% Add +6.1% 35 $7K
Heritage Wealth Advisors 0.00% New 35 $7K
Salomon & Ludwin, LLC 0.00% No change 34 $6K
Transamerica Financial Advisors, LLC 0.00% Add +94.1% 33 $6K
Clearstead Advisors, LLC 0.00% Reduce -87.6% 33 $6K
Basecamp Wealth Advisors LLC 0.00% No change 31 $6K
Princeton Global Asset Management LLC 0.00% No change 31 $6K
Crewe Advisors LLC 0.00% No change 30 $6K
NewEdge Advisors, LLC 0.00% Add +64.7% 28 $5K
Bruce G. Allen Investments, LLC 0.00% No change 27 $5K
Zions Bancorporation, National Association 0.00% Reduce -97.2% 26 $5K
Prestige Wealth Management Group LLC 0.00% No change 24 $5K
Financial Management Professionals, Inc. 0.00% Add +43.8% 23 $4K
Sapience Investments, LLC 0.54% New 22 $4K
Cornerstone Financial Management LLC 0.00% Add +16.7% 21 $4K
Cedar Mountain Advisors, LLC 0.00% New 21 $4K
Ascentis Independent Advisors 0.00% New 21 $4K
Synergy Investment Management, LLC 0.00% New 19 $4K
Harbor Investment Advisory, LLC 0.00% No change 19 $4K
Creative Financial Designs Inc. 0.00% No change 19 $4K
SBI Securities Co., Ltd. 0.00% Add +6.3% 17 $3K
Pier Capital, LLC 0.00% No change 15 $3K
Delta Asset Management LLC 0.00% No change 15 $3K
Elevation Wealth Partners, LLC 0.00% New 14 $3K
Private Wealth Management Group, LLC 0.00% No change 14 $3K
Rialto Wealth Management, LLC 0.00% Add +180.0% 14 $3K
Raffa Wealth Management, LLC 0.00% No change 14 $3K
Financial Consulate, Inc. 0.00% Add +16.7% 14 $3K
Sachetta, LLC 0.00% No change 13 $2K
Summit Securities Group LLC 0.00% Reduce -89.3% 12 $2K
Manchester Capital Management LLC 0.00% No change 12 $2K
Physician Wealth Advisors, Inc. 0.00% No change 12 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +71.4% 12 $2K
Cornerstone Planning Group LLC 0.00% Add +900.0% 10 $2K
Bell Investment Advisors, Inc 0.00% No change 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $2K
Richardson Capital Management LLC 0.00% New 11 $2K
Valley National Advisers Inc. 0.00% Reduce -69.8% 13 $2K
Lloyd Advisory Services, LLC. 0.00% New 10 $2K
Kingdom Financial Group LLC. 0.00% No change 10 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
Kilter Group LLC 0.00% Add +233.3% 10 $2K
Asset Dedication, LLC 0.00% No change 10 $2K
Y.D. More Investments Ltd 0.00% Reduce -2.0% 2,565 $2K
Arax Advisory Partners 0.00% Reduce -95.2% 6 $2K
Burk Holdings LLC 0.00% New 8 $2K
Networth Advisors, LLC 0.00% No change 7 $1K
Bayforest Capital Ltd 0.00% New 6 $1K
Vermillion Wealth Management, Inc. 0.00% New 6 $1K
Avion Wealth 0.00% Add +50.0% 9 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
IMG Wealth Management, Inc. 0.00% Add +66.7% 5 $948
HFM Investment Advisors, LLC 0.00% Add +66.7% 5 $948
Nemes Rush Group LLC 0.00% No change 5 $948
Wealth Enhancement Trust Services, Inc. 0.00% No change 5 $948
Clark Wealth Partners 0.00% No change 4 $759
1015 Capital Partners, LLC 0.00% Add +33.3% 4 $758
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $746
Principia Wealth Advisory, LLC 0.00% No change 3 $569
Valued Wealth Advisors LLC 0.00% No change 3 $569
Arlington Trust Co LLC 0.00% New 3 $569
Highline Wealth Partners LLC 0.00% New 3 $569
Bogart Wealth, LLC 0.00% No change 3 $569
SHP Wealth Management 0.00% New 3 $569
Birchbrook, Inc. 0.00% No change 2 $447
Harbour Investments, Inc. 0.00% New 2 $385
International Assets Investment Management, LLC 0.00% New 2 $384
Seneschal Advisors, LLC 0.00% Add +100.0% 2 $380
American Capital Advisory, LLC 0.00% Add +100.0% 2 $380
First Pacific Financial 0.00% New 2 $380
Colonial Trust Co / SC 0.00% No change 2 $379
Curio Wealth, LLC 0.00% New 2 $379
Redwood Park Advisors LLC 0.00% No change 1 $190
Signature Equity Partners, LLC 0.00% New 1 $190
MV Capital Management, Inc. 0.00% No change 1 $190
TFC Financial Management, Inc. 0.00% No change 1 $190
Hughes Financial Services, LLC 0.00% New 1 $190

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