IdexIEX
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $365.9M |
| Exits | 53 | $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.