IdexIEX

13F holders, Q2 2026 (June 30)
691holders +14
83new positions
68sold out
11famous investors
$226.80avg. 13F price*

At the end of Q2 2026, 691 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 14 from Q1 2026. 83 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Capital Management LLC ($1.1B) and Vanguard Portfolio Management LLC ($847.5M). 11 famous investors held it, including Israel Englander (0.4% of Millennium Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Mario Gabelli (0.3% of GAMCO Investors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions83$208.7M
Exits68$376.3M

All 13F filers, Q1 2026 → Q2 2026: 6,522,252 shares bought and 7,452,282 shares sold, net −930,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 691 holders

BlackRock, Inc. 0.02% Add +1.0% 5,734,272 $1.3B
Vanguard Capital Management LLC 0.02% Reduce -0.2% 4,844,404 $1.1B
Vanguard Portfolio Management LLC 0.04% Reduce -0.9% 3,734,233 $847.5M
State Street Corp. 0.02% Add +3.5% 3,317,393 $752.9M
Primecap Management Co. 0.44% Reduce -0.1% 3,300,072 $749.0M
Morgan Stanley 0.03% Reduce -9.0% 2,819,465 $639.9M
Millennium Management 0.38% Add +18.7% 2,369,834 $537.8M
Geode Capital Management, LLC 0.03% Add +0.3% 2,097,826 $474.3M
Nordea Investment Management AB 0.34% Reduce -1.7% 1,842,144 $419.0M
Victory Capital Management Inc. 0.20% Add +0.9% 1,526,370 $346.4M
Invesco Ltd. 0.03% Reduce -7.7% 1,500,523 $340.5M
Amundi 0.08% Add +19.6% 1,458,979 $331.0M
Pictet Asset Management Holding SA 0.27% Add +93.0% 1,258,476 $285.6M
Wellington Management Group LLP 0.04% Reduce -34.5% 1,139,217 $258.5M
Alyeska Investment Group, L.P. 0.61% Add +101.4% 1,042,703 $236.6M
Impax Asset Management Group plc 1.42% Add +1.5% 962,000 $218.3M
Norges Bank 0.02% — 916,538 $208.0M
Point72 Asset Management 0.33% Add +9.0% 905,936 $205.6M
Dimensional Fund Advisors LP 0.03% Add +4.2% 849,649 $192.8M
Balyasny Asset Management L.P. 0.36% Add +3.7% 846,581 $192.1M
UBS Group AG 0.03% Add +28.6% 825,098 $187.3M
Fenimore Asset Management Inc 3.76% Add +0.2% 799,639 $181.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +6.1% 767,472 $174.2M
Northern Trust Corp. 0.02% Add +1.0% 763,615 $173.3M
Fisher Asset Management 0.05% Add +5.7% 748,815 $169.9M
Arrowstreet Capital, Limited Partnership 0.07% Add +2.5% 717,081 $162.7M
Citadel Advisors 0.09% Reduce -12.7% 706,368 $160.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.3% 683,662 $155.2M
Flossbach Von Storch SE 0.66% Reduce -12.6% 646,867 $146.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.16% Add +8.5% 604,718 $137.2M
Westfield Capital Management Co. LP 0.38% Add +20.6% 513,564 $116.6M
Two Sigma Investments, LP 0.09% Reduce -1.3% 491,153 $111.5M
First Trust Advisors LP 0.07% Reduce -27.0% 491,135 $111.5M
JPMorgan Chase & Co. 0.01% Reduce -2.7% 450,855 $102.6M
Freestone Grove Partners LP 0.67% Add +107.9% 451,742 $102.5M
Legal & General Group Plc 0.02% Reduce -5.5% 444,906 $101.0M
Snyder Capital Management L P 1.73% Reduce -2.7% 440,952 $100.1M
Deutsche Bank AG 0.03% Reduce -1.1% 426,901 $96.9M
Thrivent Financial for Lutherans 0.16% Add +41.6% 418,333 $94.9M
Vanguard Fiduciary Trust Co. 0.02% Reduce -1.4% 415,505 $94.3M
Jane Street Group, LLC 0.06% Reduce -64.7% 411,838 $93.5M
HSBC Holdings PLC 0.04% Add +35.6% 403,063 $91.5M
Adage Capital Partners Gp, L.L.C. 0.13% Add +489.8% 393,913 $89.4M
Boston Trust Walden Corp 0.67% Reduce -13.8% 390,195 $88.6M
Alecta Tjanstepension Omsesidigt 0.36% Reduce -34.5% 379,500 $86.1M
Goldman Sachs Group Inc. 0.01% Add +18.1% 372,728 $84.6M
Bank of America Corp. 0.01% Reduce -67.5% 355,083 $80.6M
Bank of New York Mellon Corp 0.01% Reduce -13.9% 350,026 $79.4M
Robeco Schweiz AG 1.17% Reduce -15.0% 322,045 $73.1M
Findlay Park Partners LLP 0.98% Reduce -3.2% 321,299 $72.9M
FMR LLC 0.00% Add +68.9% 320,087 $72.6M
Deprince Race & Zollo Inc. 1.15% Reduce -13.3% 303,107 $68.8M
Schonfeld Strategic Advisors LLC 0.35% Reduce -29.8% 291,627 $66.2M
Barclays PLC 0.02% Reduce -18.7% 280,910 $63.8M
King Luther Capital Management Corp. 0.25% Add +56.6% 269,150 $61.1M
AQR Capital Management 0.02% Add +0.3% 257,285 $58.2M
Schroder Investment Management Group 0.04% Reduce -7.6% 255,458 $57.7M
Qube Research & Technologies Ltd 0.06% Reduce -0.9% 252,459 $57.3M
Weitz Investment Management, Inc. 3.97% Reduce -4.5% 252,400 $57.3M
Evelyn Partners Group Ltd 0.99% — 250,896 $56.9M
Johnson Investment Counsel Inc. 0.39% Reduce -3.0% 236,473 $53.7M
Nuveen, LLC 0.01% Reduce -1.3% 218,216 $49.5M
Corient Private Wealth LP 0.07% Reduce -8.6% 215,103 $48.8M
Quantinno Capital Management LP 0.06% Add +87.0% 214,115 $48.6M
Swiss National Bank 0.02% Reduce -4.6% 209,400 $47.5M
T. Rowe Price Associates Inc. 0.00% Add +23.3% 207,428 $47.1M
Allianz Asset Management GmbH 0.04% Reduce -7.3% 194,496 $44.1M
Renaissance Technologies 0.06% Add +119.3% 185,325 $42.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +41.3% 182,465 $41.4M
BNP Paribas Financial Markets 0.02% Add +36.4% 180,921 $41.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.5% 180,901 $41.1M
HRT Financial LP 0.07% Add +83.1% 178,996 $40.6M
Ensign Peak Advisors, Inc 0.07% Reduce -10.9% 178,720 $40.6M
Champlain Investment Partners, LLC 1.04% Reduce -72.1% 178,539 $40.5M
Gabelli Funds LLC 0.26% No change 176,100 $40.0M
FIL Ltd 0.03% Reduce -0.3% 169,646 $38.5M
ASR Vermogensbeheer N.V. 0.39% Reduce -3.3% 166,050 $37.7M
Rhumbline Advisers 0.03% Add +0.3% 163,617 $37.1M
CIBC Bancorp USA Inc. 0.05% Reduce -5.3% 161,768 $36.7M
Vanguard Global Advisers, LLC 0.02% Reduce -2.6% 159,227 $36.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.6% 159,047 $36.1M
Principal Financial Group Inc. 0.02% Add +78.6% 157,759 $35.8M
American Century Companies Inc. 0.02% Reduce -9.9% 157,184 $35.7M
GAMCO Investors 0.32% Reduce -0.6% 155,722 $35.3M
Brown Advisory Inc. 0.05% Reduce -9.1% 155,681 $35.3M
California Public Employees Retirement System 0.02% Reduce -1.3% 152,563 $34.6M
Mirova 1.27% Reduce -5.5% 151,873 $34.5M
Longaeva Partners L.P. 0.99% Add +106.6% 150,747 $34.2M
SG Americas Securities, LLC 0.02% Add +340.7% 149,530 $33.9M
Erste Asset Management GmbH 0.26% Add +0.0% 150,090 $33.9M
Jupiter Topco LLC 0.01% — 140,510 $31.9M
Russell Investments Group, Ltd. 0.03% Reduce -11.2% 136,308 $30.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +8.5% 133,040 $30.2M
Nicholas Company, Inc. 0.55% Add +0.1% 132,653 $30.1M
Caisse de depot et placement du Quebec 0.04% Add +11293.1% 128,286 $29.1M
Congruence Capital, LLC 7.19% Add +57.0% 121,261 $27.5M
Segall Bryant & Hamill, LLC 0.33% New 120,940 $27.4M
Mountain Pacific Investment Advisers LLC 4.08% Reduce -3.3% 114,167 $25.9M
Harvey Investment Co. LLC 2.72% Reduce -2.0% 110,017 $25.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -24.0% 109,791 $24.9M
Royal Bank of Canada 0.00% Add +22.4% 109,714 $24.9M
Port Capital LLC 1.00% Reduce -2.3% 108,202 $24.6M
Citigroup Inc. 0.01% Add +22.9% 106,358 $24.1M
Sone Capital Management, LLC 1.84% Reduce -47.8% 106,321 $24.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +16.5% 105,087 $23.8M
Eventide Asset Management, LLC 0.31% Add +2.6% 103,503 $23.5M
Curi Capital, LLC 0.36% Reduce -1.3% 102,648 $23.3M
California State Teachers Retirement System 0.02% Reduce -21.3% 102,562 $23.3M
Teacher Retirement System of Texas 0.06% Add +5714.6% 101,814 $23.1M
Eurizon Capital SGR S.p.A. 0.06% Add +123.3% 101,448 $23.0M
T. Rowe Price Investment Management, Inc. 0.01% New 100,834 $22.9M
Nomura Asset Management International Inc. 0.03% Add +122.2% 100,793 $22.9M
Adams Diversified Equity Fund, Inc. 0.69% New 100,000 $22.7M
Davidson Kempner Capital Management LP 0.56% Add +81.8% 100,000 $22.7M
Geneva Capital Management LLC 0.51% Add +5.1% 98,720 $22.4M
Federated Hermes, Inc. 0.03% Add +31064.7% 97,857 $22.2M
Public Employees Retirement Association of Colorado 0.08% Add +17.6% 96,129 $21.8M
DekaBank Deutsche Girozentrale 0.04% No change 112,957 $21.3M
Redwood Grove Capital, LLC 5.30% No change 92,100 $20.9M
Aureus Asset Management, LLC 1.24% New 90,224 $20.5M
Sei Investments Co. 0.02% Reduce -8.6% 88,910 $20.2M
AEGON ASSET MANAGEMENT UK Plc 0.21% Add +13.9% 88,539 $20.1M
St. James Investment Company, LLC 3.18% Add +0.0% 88,158 $20.0M
Shellback Capital, LP 1.71% New 86,055 $19.5M
New York State Common Retirement Fund 0.02% Add +0.8% 84,513 $19.2M
Ameriprise Financial Inc. 0.00% Reduce -7.1% 82,025 $18.6M
Danske Bank A/S 0.03% Add +0.9% 74,100 $16.8M
Alliancebernstein L.P. 0.01% Reduce -0.5% 84,358 $16.0M
Envestnet Asset Management Inc. 0.00% Reduce -6.7% 69,021 $15.7M
Candriam S.C.A. 0.07% Add +5.1% 68,975 $15.6M
Picton Mahoney Asset Management 0.14% New 68,194 $15.5M
Aberdeen Group plc 0.02% Add +23.0% 67,616 $15.3M
Speece Thorson Capital Group Inc. 3.18% Reduce -18.2% 65,510 $14.9M
Aviva PLC 0.02% Add +1.0% 64,902 $14.7M
Jain Global LLC 0.19% New 64,090 $14.5M
Glenmede Trust Co. NA 0.06% Reduce -0.4% 64,060 $14.5M
Bank of Montreal 0.01% Add +39.6% 63,731 $14.5M
Premier Fund Managers Ltd 1.27% Reduce -51.2% 61,851 $14.0M
Boston Partners 0.01% Add +49.1% 61,290 $13.9M
State Board of Administration of Florida Retirement System 0.02% Add +0.0% 61,182 $13.9M
Gotham Asset Management 0.03% Add +27.2% 61,025 $13.8M
Graham Capital Management, L.P. 0.53% Reduce -0.2% 59,798 $13.6M
Robeco Institutional Asset Management B.V. 0.02% Add +1812.4% 58,939 $13.4M
Creative Planning 0.01% Add +36.4% 56,903 $12.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +42.6% 56,627 $12.9M
Swedbank AB 0.01% Reduce -1.5% 55,493 $12.6M
Prudential Financial Inc. 0.01% Add +49.4% 55,376 $12.6M
Susquehanna International Group, LLP 0.01% Add +63.4% 54,631 $12.4M
New York State Teachers Retirement System 0.02% No change 53,759 $12.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +20.0% 52,857 $12.0M
SMA Capital LLC 4.96% Add +22.9% 52,000 $11.8M
National Bank of Canada 0.01% Add +29.1% 51,662 $11.7M
State of Wisconsin Investment Board 0.02% Reduce -24.7% 49,894 $11.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.4% 49,059 $11.1M
Duff & Phelps Investment Management Co. 0.10% Add +13.7% 48,477 $11.0M
BLI - Banque de Luxembourg Investments 0.38% Reduce -74.8% 47,580 $10.8M
Baron Capital (BAMCO) 0.02% Reduce -11.5% 46,717 $10.6M
APG Asset Management N.V. 0.03% Add +35.7% 52,095 $10.3M
CANADA LIFE ASSURANCE Co 0.02% Add +5.2% 45,654 $10.3M
Interval Partners, LP 0.33% Reduce -80.5% 45,390 $10.3M
Jefferies Financial Group Inc. 0.09% Add +0.7% 43,616 $9.9M
Trexquant Investment LP 0.06% Add +130.4% 41,691 $9.5M
Dakota Wealth Management 0.18% New 41,407 $9.4M
Prudential PLC 0.06% Add +10.7% 39,649 $9.0M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -0.3% 38,752 $8.8M
Lord, Abbett & Co. LLC 0.03% Add +40.0% 38,060 $8.6M
Royal London Asset Management Ltd. 0.02% Reduce -0.6% 37,916 $8.6M
Treasurer of the State of North Carolina 0.02% Add +13.5% 36,717 $8.3M
Scopus Asset Management, L.P. 0.20% Reduce -8.4% 36,622 $8.3M
Dark Forest Capital Management LP 0.53% New 36,200 $8.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.3% 35,912 $8.2M
Vanguard Investments Australia, Ltd. 0.02% Add +0.8% 35,674 $8.1M
Nykredit A/S 0.03% — 35,552 $8.1M
Asset Management One Co., Ltd. 0.02% Add +0.5% 33,328 $7.6M
Korea Investment CORP 0.01% Reduce -42.9% 33,324 $7.6M
Andra AP-fonden 0.08% New 31,700 $7.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +3.9% 31,263 $7.1M
KLP Kapitalforvaltning As 0.02% Add +12.9% 30,600 $6.9M
Nisa Investment Advisors, LLC 0.02% Add +4.6% 29,880 $6.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 28,869 $6.6M
Credit Agricole S A 0.02% Add +4.6% 27,902 $6.3M
Nomura Asset Management Co. Ltd. 0.01% Add +10.0% 27,215 $6.2M
Heartland Advisors Inc. 0.27% Add +65.9% 26,726 $6.1M
Natixis Advisors, LLC 0.01% Add +26.9% 26,628 $6.0M
Neuberger Berman Group LLC 0.00% Reduce -4.6% 26,395 $6.0M
Walleye Capital LLC 0.03% Add +23.1% 26,369 $6.0M
DNB Asset Management AS 0.02% Reduce -39.0% 25,851 $5.9M
Wells Fargo & Company 0.00% Reduce -32.0% 25,662 $5.8M
Franklin Resources Inc. 0.00% Add +306.1% 25,264 $5.7M
B. Metzler seel. Sohn & Co. AG 0.05% No change 24,387 $5.5M
Assenagon Asset Management S.A. 0.01% Reduce -81.9% 24,281 $5.5M
Vontobel Holding Ltd. 0.02% Add +1.7% 24,199 $5.5M
State of New Jersey Common Pension Fund D 0.02% No change 24,173 $5.5M
TD Asset Management Inc 0.00% Reduce -16.4% 23,991 $5.4M
Baader Bank Aktiengesellschaft 0.44% Add +92.0% 23,525 $5.3M
Handelsbanken Fonder AB 0.02% No change 23,500 $5.3M
Crossmark Global Holdings, Inc. 0.07% Add +227.1% 23,347 $5.3M
IFM Investors Pty Ltd 0.03% Add +1.5% 22,991 $5.2M
Toronto Dominion Bank 0.01% Reduce -0.2% 22,981 $5.2M
Verition Fund Management LLC 0.04% Reduce -40.7% 22,972 $5.2M
Public Employees Retirement System of Ohio 0.02% Reduce -3.7% 22,923 $5.2M
Covea Finance 0.16% No change 22,800 $5.2M
Voya Investment Management LLC 0.01% Add +1.7% 22,626 $5.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -4.3% 22,248 $5.0M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -25.8% 21,611 $4.9M
New York Life Investment Management LLC 0.03% Add +2.6% 21,509 $4.9M
Resona Asset Management Co.,Ltd. 0.02% Reduce -11.4% 21,465 $4.9M
Arizona State Retirement System 0.02% Add +4.6% 21,275 $4.8M
Concentric Capital Strategies, LP 0.30% Add +565.9% 21,188 $4.8M
Czech National Bank 0.03% Add +3.4% 21,068 $4.8M
Cerity Partners LLC 0.01% Add +11.9% 20,568 $4.7M
Franklin Street Advisors Inc. 0.26% No change 20,125 $4.6M
Swiss Life Asset Management Ltd 0.02% Reduce -18.1% 20,066 $4.6M
RNC Capital Management LLC 0.18% Add +0.3% 19,728 $4.5M
Raiffeisen Bank International AG 0.05% Add +9.5% 19,207 $4.3M
State of Michigan Retirement System 0.02% Reduce -3.1% 18,980 $4.3M
Truist Financial Corp. 0.01% Reduce -4.2% 18,974 $4.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.1% 17,907 $4.1M
CIBC Asset Management Inc 0.01% Reduce -0.3% 17,880 $4.1M
Kingsview Wealth Management, LLC 0.05% New 17,402 $3.9M
MetLife Investment Management, LLC 0.02% Reduce -3.3% 16,932 $3.8M
Oxbow Advisors, LLC 0.32% New 16,911 $3.8M
GHP Investment Advisors, Inc. 0.14% Add +2.8% 16,908 $3.8M
Polar Asset Management Partners Inc. 0.09% Add +55.6% 16,800 $3.8M
Canada Pension Plan Investment Board 0.00% Add +18.1% 16,700 $3.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -6.2% 16,348 $3.7M
Zurich Insurance Group Ltd 0.03% No change 15,967 $3.6M
Cibc World Market Inc. 0.01% Add +176.0% 15,712 $3.6M
Retirement Systems of Alabama 0.01% Reduce -2.2% 15,550 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +52.8% 17,449 $3.5M
LPL Financial LLC 0.00% Reduce -3.4% 15,415 $3.5M
Tidal Investments LLC 0.01% Add +104.3% 15,272 $3.5M
Daiwa Securities Group Inc. 0.01% Add +4.8% 15,240 $3.5M
SEB Asset Management AB 0.01% Add +0.6% 15,158 $3.4M
Fifth Third Bancorp 0.01% Reduce -7.1% 14,719 $3.3M
Mercer Global Advisors Inc. 0.00% Add +23.5% 13,909 $3.2M
Morningstar Investment Management LLC 0.19% No change 16,631 $3.2M
Focus Partners Wealth 0.00% Add +33.0% 13,791 $3.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Add +11.2% 13,180 $3.0M
Marshall Wace, LLP 0.00% Reduce -63.7% 13,145 $3.0M
Amalgamated Bank 0.02% Reduce -4.0% 13,118 $3.0M
Captrust Financial Advisors 0.00% Add +4.8% 12,645 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 12,500 $2.8M
Tudor Investment Corporation 0.01% Add +68.8% 12,460 $2.8M
ProShare Advisors LLC 0.00% Add +1.7% 12,403 $2.8M
Xponance LLC 0.02% Reduce -0.1% 12,307 $2.8M
L. Roy Papp & Associates, LLP 0.29% Reduce -9.1% 12,075 $2.7M
Rakuten Investment Management, Inc. 0.01% Add +7.4% 12,117 $2.7M
Callan Family Office, LLC 0.05% Add +13.5% 12,020 $2.7M
Capital Fund Management S.A. 0.02% New 11,968 $2.7M
Public Sector Pension Investment Board 0.01% Reduce -1.2% 11,948 $2.7M
Aristotle Capital Boston, LLC 0.18% Reduce -24.6% 11,842 $2.7M
Exchange Traded Concepts, LLC 0.01% Reduce -10.1% 11,785 $2.7M
Baird Financial Group, Inc. 0.00% Reduce -2.8% 11,685 $2.7M
Coldstream Capital Management Inc. 0.03% Reduce -2.5% 11,634 $2.6M
NEOS Investment Management LLC 0.01% Add +13.6% 11,600 $2.6M
Henshaw Capital LLC 0.09% Add +0.3% 11,563 $2.6M
Utah Retirement Systems 0.02% Reduce -8.4% 11,240 $2.6M
QRG Capital Management, Inc. 0.02% Add +15.8% 11,228 $2.5M
KBC Group NV 0.01% Add +36.7% 11,208 $2.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.14% No change 11,100 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.9% 11,065 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.9% 11,028 $2.5M
Whittier Trust Co. 0.02% Add +18662.1% 10,882 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.5% 10,679 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +85.8% 10,333 $2.3M
Macquarie Group Ltd. 0.01% Add +10.6% 10,234 $2.3M
OMERS ADMINISTRATION Corp 0.01% Add +11.8% 9,912 $2.2M
Jones Financial Companies LLLP 0.00% Add +25.8% 9,832 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Add +1.9% 9,749 $2.2M
Allstate Corp. 0.02% Add +2.0% 9,715 $2.2M
Horizon Investments, LLC 0.02% Add +2.4% 9,746 $2.2M
Nomura Holdings Inc. 0.01% Add +69.6% 9,687 $2.2M
Storebrand Asset Management As 0.01% Add +0.5% 9,551 $2.2M
National Pension Service 0.00% Add +7.8% 9,544 $2.2M
Pinnbrook Capital Management LP 0.36% New 9,500 $2.2M
M&T Bank Corp 0.01% Reduce -3.6% 9,299 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +118.7% 9,211 $2.1M
Guyasuta Investment Advisors Inc. 0.11% Reduce -3.1% 9,209 $2.1M
OP Asset Management Ltd 0.02% Add +11.4% 9,166 $2.1M
ING Groep NV 0.01% Reduce -5.7% 9,100 $2.1M
Oregon Public Employees Retirement Fund 0.02% Add +5.8% 9,080 $2.1M
Ethic Inc. 0.03% Add +38.8% 9,068 $2.1M
Legacy Wealth Management, LLC / MS 0.51% Reduce -2.5% 8,755 $2.0M
Machina Capital S.A.S. 0.31% New 8,678 $2.0M
Mariner, LLC 0.00% Reduce -20.9% 8,437 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 8,262 $1.9M
South Dakota Investment Council 0.03% No change 8,109 $1.8M
Secured Retirement Advisors, LLC 0.92% New 7,871 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -4.0% 7,870 $1.8M
Bank of Nova Scotia 0.00% Reduce -25.2% 7,797 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -4.2% 7,631 $1.7M
Nuance Investments, LLC 0.29% Reduce -83.4% 7,459 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -3.0% 7,253 $1.6M
Pathstone Holdings, LLC 0.00% Add +8.1% 7,241 $1.6M
Rafferty Asset Management, LLC 0.00% Add +46.9% 7,159 $1.6M
Summit Trail Advisors, LLC 0.02% Reduce -20.5% 7,148 $1.6M
Abn Amro Investment Solutions 0.01% Reduce -1.3% 7,068 $1.6M
Intrust Bank NA 0.12% Reduce -0.3% 7,068 $1.6M
Glenview Trust Co 0.02% Reduce -2.1% 6,970 $1.6M
Sandler Capital Management 0.93% New 6,941 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -35.2% 6,909 $1.6M
Man Group plc 0.00% Reduce -45.6% 6,716 $1.5M
Bard Associates Inc. 0.33% No change 6,593 $1.5M
Montag A & Associates Inc. 0.06% Add +0.2% 6,563 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Add +41.2% 6,524 $1.5M
Diversified Trust Co. 0.02% Reduce -10.2% 6,347 $1.4M
US Bancorp \de 0.00% Add +33.0% 6,103 $1.4M
Tevis Investment Management 0.75% Reduce -2.0% 6,020 $1.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% New 5,999 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -3.4% 5,947 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,930 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% New 5,921 $1.3M
Natixis 0.01% Reduce -36.5% 5,896 $1.3M
EDENTREE ASSET MANAGEMENT Ltd 0.41% No change 5,900 $1.3M
Coppell Advisory Solutions LLC 0.11% New 10 $1.3M
Havemeyer Place LP 0.13% New 5,805 $1.3M
Mizuho Securities USA LLC 0.02% Add +28.1% 5,795 $1.3M
New Age Alpha Advisors, LLC 0.06% New 5,787 $1.3M
Lecap Asset Management Ltd. 0.56% Reduce -56.3% 5,720 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -0.9% 5,700 $1.3M
Entropy Technologies, LP 0.05% New 5,495 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +25.3% 5,482 $1.2M
Catalyst Funds Management Pty Ltd 0.07% Add +67.7% 5,427 $1.2M
Contravisory Investment Management, Inc. 0.21% New 5,194 $1.2M
Saudi Central Bank 0.02% Add +88.0% 5,194 $1.2M
Gateway Investment Advisers LLC 0.01% Add +127.7% 5,034 $1.1M
Compass Ion Advisors, LLC 0.10% No change 4,922 $1.1M
Kentucky Retirement Systems 0.03% New 4,772 $1.1M
Investment Management Corp of Ontario 0.01% Reduce -11.2% 4,758 $1.1M
Vident Advisory, LLC 0.01% Add +21.1% 4,725 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 4,579 $1.0M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +377.6% 4,575 $1.0M
MML Investors Services, LLC 0.00% Add +14.3% 4,542 $1.0M
Gsa Capital Partners LLP 0.06% Add +23.6% 4,526 $1.0M
Sierra Legacy Group 0.78% Reduce -18.3% 4,458 $1.0M
Arax Advisory Partners 0.01% Add +74066.7% 4,450 $1.0M
Norinchukin Bank, The 0.01% Reduce -5.7% 4,385 $995K
Groupama Asset Managment 0.01% No change 4,310 $974K
Sepio Capital, LP 0.05% No change 4,209 $955K
Ieq Capital, LLC 0.00% Reduce -10.1% 4,148 $941K
&partners 0.00% Add +2.3% 4,071 $924K
Hartford Investment Management Co. 0.03% Reduce -4.2% 4,063 $922K
Waverly Advisors, LLC 0.01% Reduce -19.1% 4,040 $917K
Wealthfront Advisers LLC 0.00% Add +2.9% 4,019 $912K
Mairs & Power Inc. 0.01% No change 4,000 $908K
Allspring Global Investments Holdings, LLC 0.00% Add +0.7% 4,028 $906K
Inspire Investing, LLC 0.04% New 3,986 $905K
Brown Brothers Harriman & Co. 0.00% Add +64.6% 3,865 $877K
Maryland State Retirement & Pension System 0.01% No change 3,824 $868K
Vestcor Inc 0.02% No change 3,802 $863K
Louisiana State Employees Retirement System 0.01% No change 3,800 $862K
First Manhattan Co. Llc. 0.00% No change 3,778 $857K
Kestra Private Wealth Services, LLC 0.01% Add +39.9% 3,756 $852K
Hantz Financial Services, Inc. 0.01% Add +121.5% 3,726 $846K
Dynamic Technology Lab Private Ltd 0.19% Add +56.7% 3,717 $844K
Panagora Asset Management Inc. 0.00% Reduce -36.0% 3,713 $843K
Welch Group, LLC 0.03% No change 3,707 $841K
New Mexico Educational Retirement Board 0.02% Add +5.7% 3,700 $840K
Simplex Trading, LLC 0.02% New 3,694 $838K
Rockefeller Capital Management L.P. 0.00% Reduce -3.4% 3,567 $810K
Squarepoint Ops LLC 0.00% Reduce -93.3% 3,547 $805K
Raymond James Financial Inc. 0.00% Reduce -69.0% 3,512 $797K
Empowered Funds, LLC 0.00% Reduce -58.4% 3,505 $795K
Sequoia Financial Advisors, LLC 0.00% Add +10.4% 3,495 $793K
Frec Markets, Inc. 0.07% Add +165.9% 3,475 $789K
O'shaughnessy Asset Management, LLC 0.00% Add +44.1% 3,449 $783K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +10.2% 3,430 $778K
Blair William & Co. 0.00% Add +2.6% 3,395 $770K
Washington Capital Management, Inc. 0.50% No change 3,350 $760K
Hahn Capital Management LLC 0.46% Reduce -3.0% 3,322 $754K
D. E. Shaw & Co. 0.00% Reduce -94.3% 3,269 $742K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -11.3% 3,239 $735K
Segment Wealth Management, LLC 0.04% No change 3,221 $731K
Duncker Streett & Co. Inc. 0.12% Reduce -1.4% 3,211 $729K
Chicago Partners Investment Group LLC 0.01% Add +21.1% 3,259 $724K
V-Square Quantitative Management LLC 0.07% Reduce -1.7% 3,054 $693K
E. Ohman J:or Asset Management AB 0.02% No change 2,940 $667K
Sandhill Capital Partners LLC 0.05% No change 2,907 $660K
MUFG Securities EMEA plc 0.01% Reduce -6.3% 2,897 $657K
Cetera Investment Advisers 0.00% Add +2.1% 2,859 $649K
Merit Financial Group, LLC 0.00% Add +18.3% 2,780 $631K
Net Worth Advisory Group 0.16% Reduce -7.9% 2,775 $630K
Tectonic Advisors LLC 0.03% Reduce -2.7% 2,752 $625K
Engineers Gate Manager LP 0.01% Add +1.6% 2,698 $612K
Rice Hall James & Associates, LLC 0.03% Reduce -19.0% 2,679 $608K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,679 $608K
Praxis Investment Management Inc. 0.03% No change 2,674 $607K
Atria Investments, Inc 0.01% Add +28.1% 2,664 $605K
Fideuram Asset Management (Ireland) dac 0.01% New 2,721 $604K
Rockland Trust Co. 0.02% Add +3.1% 2,623 $595K
Stock Yards Bank & Trust Co. 0.02% No change 2,609 $592K
Empirical Finance, LLC 0.02% Add +3.5% 2,606 $591K
Guinness Asset Management LTD 0.01% Add +15.4% 2,572 $584K
HB Wealth Management, LLC 0.00% Add +5.5% 2,545 $578K
Avior Wealth Management, LLC 0.02% Add +21.1% 2,532 $575K
Mackenzie Financial Corp. 0.00% Reduce -5.6% 2,498 $567K
HighTower Advisors, LLC 0.00% Reduce -42.1% 2,479 $563K
Ossiam 0.01% Reduce -23.0% 2,466 $560K
Osaic Holdings, Inc. 0.00% Reduce -66.7% 2,433 $552K
Magnetar Financial LLC 0.01% New 2,423 $550K
Commerce Bank 0.00% No change 2,410 $547K
EP Wealth Advisors, LLC 0.00% Add +59.7% 2,389 $542K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.9% 2,373 $539K
Canada Post Corp Registered Pension Plan 0.02% Add +43.6% 2,370 $538K
Fox Run Management, L.L.C. 0.09% Reduce -57.7% 2,367 $537K
Fagan Associates, Inc. 0.07% No change 2,345 $532K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1822.4% 2,403 $531K
Occudo Quantitative Strategies LP 0.03% New 2,332 $529K
Camelot Portfolios, LLC 0.37% Reduce -0.5% 2,318 $526K
Groupe la Francaise 0.01% New 2,297 $521K
Sanctuary Advisors, LLC 0.00% Reduce -7.2% 2,267 $514K
Fieldview Capital Management, LLC 0.15% Reduce -47.5% 2,266 $514K
United Capital Financial Advisors, LLC 0.00% Reduce -6.1% 2,262 $513K
Salvus Wealth Management, LLC 0.29% Add +1.3% 2,248 $510K
North Dakota State Investment Board 0.02% Add +1.7% 2,248 $510K
Mufg Securities Americas Inc. 0.03% Add +7.6% 2,229 $506K
Sterling Capital Management LLC 0.01% Reduce -12.7% 2,228 $506K
AE Wealth Management LLC 0.00% Reduce -7.2% 2,220 $504K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +72.6% 2,173 $493K
Syon Capital LLC 0.02% Add +80.8% 2,032 $461K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -0.5% 1,980 $449K
Manning & Napier Advisors LLC 0.01% Add +81.9% 1,955 $444K
Brighton Jones LLC 0.01% Reduce -0.1% 1,945 $441K
Boothbay Fund Management, LLC 0.01% Add +50.1% 1,936 $439K
Securian Asset Management, Inc. 0.02% Reduce -4.9% 1,949 $438K
111 Capital 0.07% Reduce -52.9% 1,873 $425K
Wahed Invest LLC 0.04% Reduce -3.6% 1,856 $421K
CI Investments Inc. 0.00% New 1,836 $417K
Concurrent Investment Advisors, LLC 0.00% New 1,817 $412K
Metis Global Partners, LLC 0.01% Reduce -72.1% 1,803 $409K
Beacon Financial Group 0.04% Reduce -12.4% 1,796 $408K
Steward Partners Investment Advisory, LLC 0.00% Add +433.6% 1,793 $407K
Integrated Wealth Concepts LLC 0.00% Reduce -14.6% 1,789 $406K
Intech Investment Management LLC 0.00% Reduce -59.2% 1,783 $405K
Evergreen Capital Management LLC 0.01% Reduce -18.7% 1,756 $399K
R Squared Ltd 0.21% New 1,732 $393K
State of Wyoming 0.04% New 1,699 $386K
Lazard Asset Management LLC 0.00% New 1,697 $385K
ICW Investment Advisors LLC 0.13% Add +1.7% 1,692 $384K
Hikari Power Ltd 0.04% No change 1,660 $377K
Ostrum Asset Management 0.02% No change 1,658 $376K
NorthCrest Asset Manangement, LLC 0.01% Add +42.6% 1,663 $365K
STRS Ohio 0.00% Reduce -74.9% 1,610 $365K
Aigen Investment Management, LP 0.10% New 1,604 $364K
Estabrook Capital Management 0.05% No change 1,600 $363K
Sagewood Asset Management LP 0.08% Add +30.4% 1,585 $360K
HUB Investment Partners, LLC 0.01% New 1,576 $358K
Bull Harbor Capital LLC 0.07% Add +4.9% 1,571 $357K
Smartleaf Asset Management LLC 0.01% No change 1,562 $353K
Checchi Capital Advisers, LLC 0.02% Add +1.8% 1,530 $347K
Perigon Wealth Management, LLC 0.01% Add +37.5% 1,477 $335K
RMR Wealth Builders 0.02% Add +0.1% 1,465 $332K
Oppenheimer Asset Management Inc. 0.00% Reduce -49.7% 1,459 $331K
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 1,450 $329K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -22.1% 1,442 $327K
Benjamin Edwards Inc. 0.00% New 1,414 $321K
Advisory Alpha, LLC 0.01% Reduce -0.3% 1,410 $320K
Wallington Asset Management, LLC 0.04% No change 1,400 $318K
SummitTX Capital, L.P. 0.01% Reduce -93.1% 1,390 $315K
nVerses Capital, LLC 0.48% Reduce -8.4% 1,390 $315K
Optiver Holding B.V. 0.00% Add +868.6% 1,356 $308K
Oak Thistle LLC 0.03% Reduce -58.7% 1,352 $307K
Bahl & Gaynor LLC 0.00% Reduce -10.6% 1,349 $306K
Tower Research Capital LLC (TRC) 0.01% Reduce -82.5% 1,344 $305K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.3% 1,341 $304K
Caerus Investment Advisors, LLC 0.10% No change 1,332 $302K
GAMMA Investing LLC 0.01% Add +10.0% 1,321 $300K
PEAK6 LLC 0.01% New 1,290 $293K
Centiva Capital, LP 0.01% New 1,289 $293K
Global Retirement Partners, LLC 0.00% — 1,279 $290K
Fiduciary Trust Co 0.00% Reduce -0.9% 1,269 $288K
Oppenheimer & Co. Inc. 0.00% New 1,267 $288K
Mirabella Financial Services LLP 0.03% New 1,253 $284K
Everhart Financial Group, Inc. 0.02% Add +6.3% 1,249 $283K
Equitable Trust Co. 0.01% Reduce -8.9% 1,247 $283K
Quadcap Wealth Management, LLC 0.03% Add +1.4% 1,244 $282K
Proficio Capital Partners LLC 0.01% New 1,240 $281K
Sheets Smith Wealth Management 0.03% No change 1,229 $279K
Stifel Financial Corp. 0.00% Reduce -3.5% 1,209 $275K
PFG Investments, LLC 0.01% Add +0.3% 1,204 $273K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,200 $272K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,200 $272K
Nicholas Hoffman & Company, LLC. 0.01% New 1,189 $270K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 1,187 $269K
Northstar Asset Management Inc. 0.08% Reduce -49.0% 1,186 $269K
Kera Capital Partners, Inc. 0.03% New 1,181 $268K
Rothschild Investment LLC 0.01% No change 1,175 $267K
TCW Group Inc. 0.00% Reduce -2.9% 1,153 $262K
Studio Investment Management LLC 0.04% Reduce -0.7% 1,127 $256K
Certuity, LLC 0.01% New 1,125 $255K
Acadian Asset Management LLC 0.00% Reduce -95.2% 1,128 $255K
iSAM Funds (UK) Ltd 0.18% Reduce -84.8% 1,100 $250K
Argent Trust Co 0.01% No change 1,098 $249K
Cadent Capital Advisors, LLC 0.05% No change 1,071 $243K
Laurion Capital Management LP 0.02% New 1,071 $243K
Siemens Fonds Invest GmbH 0.01% Add +2.2% 1,065 $242K
Sovereign's Capital Management, LLC 0.16% Reduce -2.0% 1,047 $238K
OneAscent Investment Solutions LLC 0.22% Reduce -24.1% 1,023 $232K
Prosperity Consulting Group, LLC 0.01% New 1,003 $228K
Claret Asset Management Corp 0.02% Reduce -23.1% 999 $227K
Axxion S.A. 0.02% — 1,000 $227K
Modera Wealth Management, LLC 0.00% New 1,000 $227K
Baker Avenue Asset Management, LP 0.00% New 987 $224K
Quadrant Capital Group LLC 0.01% No change 972 $221K
Cambridge Investment Research Advisors, Inc. 0.00% New 966 $219K
Centerpoint Advisors, LLC 0.06% No change 958 $217K
Orion Porfolio Solutions, LLC 0.00% New 951 $216K
Waddell & Associates, LLC 0.01% New 936 $212K
CX Institutional 0.01% Add +3.4% 915 $208K
Northwest & Ethical Investments L.P. 0.00% New 918 $207K
Apollon Wealth Management, LLC 0.00% New 909 $206K
Guggenheim Capital LLC 0.00% New 909 $206K
Fifth Third Wealth Advisors LLC 0.01% New 901 $204K
Harvey Capital Management Inc. 0.04% New 900 $204K
S&co Inc. 0.01% New 900 $204K
Transcend Capital Advisors, LLC 0.01% New 884 $201K
Tobam 0.05% New 882 $200K
Huntington National Bank 0.00% Add +12.9% 881 $200K
Larson Financial Group LLC 0.01% Add +56.1% 871 $198K
Parallel Advisors, LLC 0.00% Add +15.5% 856 $194K
Farther Finance Advisors, LLC 0.00% Add +0.9% 849 $193K
Assetmark, Inc. 0.00% Reduce -59.6% 837 $190K
Signaturefd, LLC 0.00% Add +23.4% 770 $175K
Bessemer Group Inc. 0.00% Add +24.4% 723 $165K
Allworth Financial LP 0.00% Add +9.4% 722 $164K
Employees Retirement System of Texas 0.00% Add +11.6% 676 $153K
Versant Capital Management, Inc 0.01% Reduce -1.9% 674 $153K
Oslo Pensjonsforsikring AS 0.02% Reduce -44.8% 665 $151K
Ameritas Investment Partners, Inc. 0.00% Reduce -5.4% 635 $144K
Quent Capital, LLC 0.01% Add +0.3% 614 $139K
Dynamic Wealth Strategies, LLC 0.07% Reduce -9.9% 565 $128K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.2% 555 $126K
United Community Bank 0.04% Add +1.8% 555 $126K
Ancora Advisors LLC 0.00% Reduce -38.6% 543 $123K
Osbon Capital Management LLC 0.09% No change 511 $116K
Generali Asset Management SPA SGR 0.00% Add +25.1% 508 $115K
Mather Group, Llc. 0.00% Add +2.9% 502 $114K
Cullen/Frost Bankers, Inc. 0.00% No change 489 $111K
Orion Capital Management LLC 0.03% No change 413 $94K
Essential Partners LLC 0.04% No change 407 $92K
Hollencrest Capital Management 0.01% No change 400 $91K
Blue Trust, Inc. 0.00% Add +1.5% 398 $90K
Sittner & Nelson, LLC 0.03% No change 389 $88K
Tema ETFs LLC 0.00% No change 361 $82K
Los Angeles Capital Management LLC 0.00% No change 332 $75K
Godsey & Gibb, Inc. 0.01% No change 325 $74K
West Paces Advisors Inc. 0.01% New 310 $70K
Ecofi Investissements SA 0.24% Reduce -25.0% 300 $68K
CENTRAL TRUST Co 0.00% No change 281 $64K
Covestor Ltd 0.04% Reduce -2.5% 272 $62K
Smithfield Trust Co 0.00% No change 277 $62K
McMillan Office, Inc. 0.01% No change 261 $59K
Measured Wealth Private Client Group, LLC 0.01% New 234 $53K
Parkside Financial Bank & Trust 0.00% Add +39.3% 227 $52K
AdvisorNet Financial, Inc 0.00% No change 225 $51K
UMB Bank, n.a. 0.00% Add +9.2% 225 $51K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 223 $51K
Transamerica Financial Advisors, LLC 0.00% Add +560.6% 218 $49K
Loomis Sayles & Co. L P 0.00% Add +64.4% 217 $49K
Cromwell Holdings LLC 0.02% Add +3.0% 209 $47K
CYBER HORNET ETFs LLC 0.03% Reduce -2.9% 199 $45K
IFG Advisory, LLC 0.00% New 197 $45K
Ares Financial Consulting, LLC 0.03% No change 156 $35K
Spire Wealth Management 0.00% No change 156 $35K
SJS Investment Consulting Inc. 0.00% Add +1.3% 151 $34K
TD Private Client Wealth LLC 0.00% Add +25.0% 150 $34K
Rossby Financial, LCC 0.01% No change 149 $34K
GoalVest Advisory LLC 0.01% No change 148 $34K
Quantbot Technologies LP 0.00% Reduce -98.8% 144 $33K
J.Safra Asset Management Corp 0.00% No change 137 $31K
IFP Advisors, Inc 0.00% Reduce -6.3% 118 $27K
True Wealth Design, LLC 0.01% Add +58.0% 109 $25K
MassMutual Private Wealth & Trust, FSB 0.00% No change 109 $25K
Elevation Wealth Partners, LLC 0.01% Add +635.7% 103 $23K
GW&K Investment Management, LLC 0.00% No change 102 $23K
Eastern Bank 0.00% New 101 $23K
Colonial Trust Advisors 0.00% New 90 $20K
Hillsdale Investment Management Inc. 0.00% No change 90 $20K
CVA Family Office, LLC 0.00% Add +12.8% 88 $20K
WPG Advisers, LLC 0.01% Add +11.5% 87 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -28.6% 85 $19K
Caldwell Trust Co 0.00% No change 85 $19K
Private Wealth Asset Management, LLC 0.00% No change 75 $17K
Owl Creek Wealth Partners LLC 0.00% No change 70 $16K
City Holding Co. 0.00% No change 70 $16K
Clearstead Advisors, LLC 0.00% Add +103.0% 67 $15K
Quest 10 Wealth Builders, Inc. 0.01% No change 65 $15K
First Pacific Financial 0.00% Add +3100.0% 64 $15K
Keating Financial Advisory Services, Inc. 0.00% Add +57.5% 63 $14K
American National Bank & Trust 0.00% No change 62 $14K
Frazier Financial Advisors, LLC 0.01% No change 59 $13K
Key Financial Inc 0.00% No change 58 $13K
Webster Bank, N. A. 0.00% No change 54 $12K
Farmers & Merchants Investments Inc. 0.00% No change 54 $12K
First Horizon Corp. 0.00% No change 53 $12K
Zions Bancorporation, National Association 0.00% Add +92.3% 50 $11K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 50 $11K
TD Waterhouse Canada Inc. 0.00% No change 50 $11K
Fiduciary Financial Advisors 0.00% New 49 $11K
Meramec Financial Planners, LLC 0.00% No change 46 $10K
Quarry LP 0.00% Reduce -61.2% 45 $10K
Private Trust Co. NA 0.00% No change 44 $10K
Activest Wealth Management 0.00% No change 43 $10K
Fortitude Family Office, LLC 0.00% Add +2.4% 43 $10K
LRI Investments, LLC 0.00% Add +13.9% 41 $9K
JFS Wealth Advisors, LLC 0.00% Add +11.4% 39 $9K
MTM Investment Management, LLC 0.00% No change 39 $9K
Investors Research Corp 0.00% No change 39 $9K
Strengthening Families & Communities, LLC 0.00% No change 37 $9K
Synergy Investment Management, LLC 0.00% Add +89.5% 36 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 35 $8K
Heritage Wealth Advisors 0.00% No change 35 $8K
Salomon & Ludwin, LLC 0.00% No change 34 $8K
Tounjian Advisory Partners, LLC 0.00% New 32 $7K
Basecamp Wealth Advisors LLC 0.00% No change 31 $7K
Princeton Global Asset Management LLC 0.00% No change 31 $7K
Crewe Advisors LLC 0.00% No change 30 $7K
Bruce G. Allen Investments, LLC 0.00% No change 27 $6K
Rialto Wealth Management, LLC 0.00% Add +85.7% 26 $6K
Financial Management Professionals, Inc. 0.00% Add +8.7% 25 $6K
Prestige Wealth Management Group LLC 0.00% No change 24 $5K
NewEdge Advisors, LLC 0.00% Reduce -14.3% 24 $5K
Pier Capital, LLC 0.00% Add +46.7% 22 $5K
Cornerstone Financial Management LLC 0.00% No change 21 $5K
Summit Securities Group LLC 0.00% Add +75.0% 21 $5K
Cedar Mountain Advisors, LLC 0.00% No change 21 $5K
Raffa Wealth Management, LLC 0.00% Add +42.9% 20 $5K
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% No change 17 $4K
JPL Wealth Management, LLC 0.00% New 15 $3K
Valley National Advisers Inc. 0.00% Add +15.4% 15 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 15 $3K
Creative Capital Management Investments LLC 0.00% New 15 $3K
Delta Asset Management LLC 0.00% No change 15 $3K
Private Wealth Management Group, LLC 0.00% No change 14 $3K
Financial Consulate, Inc. 0.00% No change 14 $3K
Physician Wealth Advisors, Inc. 0.00% Add +16.7% 14 $3K
Avion Wealth 0.00% Add +88.9% 17 $3K
Sachetta, LLC 0.00% No change 13 $3K
Manchester Capital Management LLC 0.00% No change 12 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.1% 12 $3K
Bell Investment Advisors, Inc 0.00% No change 11 $2K
Kingdom Financial Group LLC. 0.00% No change 10 $2K
Kilter Group LLC 0.00% No change 10 $2K
HFM Investment Advisors, LLC 0.00% Add +100.0% 10 $2K
Anchor Investment Management, LLC 0.00% New 10 $2K
Asset Dedication, LLC 0.00% No change 10 $2K
Cornerstone Planning Group LLC 0.00% No change 10 $2K
Y.D. More Investments Ltd 0.00% Add +5.2% 2,697 $2K
Burk Holdings LLC 0.00% No change 8 $2K
Geneos Wealth Management Inc. 0.00% Reduce -81.1% 7 $2K
Networth Advisors, LLC 0.00% No change 7 $2K
Ameriflex Group, Inc. 0.00% New 7 $2K
SHP Wealth Management 0.00% Add +133.3% 7 $2K
Hughes Financial Services, LLC 0.00% Add +500.0% 6 $1K
IMG Wealth Management, Inc. 0.00% No change 5 $1K
Silver Grove Financial Group, Inc. 0.00% New 5 $1K
BOK Financial Private Wealth, Inc. 0.00% New 5 $1K
Nemes Rush Group LLC 0.00% No change 5 $1K
Wealth Enhancement Trust Services, Inc. 0.00% No change 5 $1K
International Assets Investment Management, LLC 0.00% Add +150.0% 5 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
1015 Capital Partners, LLC 0.00% No change 4 $908
Clark Wealth Partners 0.00% No change 4 $908
Dunhill Financial, LLC 0.00% No change 3 $785
Principia Wealth Advisory, LLC 0.00% No change 3 $681
Valued Wealth Advisors LLC 0.00% No change 3 $681
Trifecta Capital Advisors, LLC 0.00% New 3 $681
Buck Wealth Strategies, LLC 0.00% New 3 $681
Arlington Trust Co LLC 0.00% No change 3 $681
Highline Wealth Partners LLC 0.00% No change 3 $681
Harbour Investments, Inc. 0.00% Add +50.0% 3 $681
CoreCap Advisors, LLC 0.00% New 3 $681
Birchbrook, Inc. 0.00% No change 2 $535
Seneschal Advisors, LLC 0.00% No change 2 $454
American Capital Advisory, LLC 0.00% No change 2 $454
Signature Equity Partners, LLC 0.00% Add +100.0% 2 $454
Colonial Trust Co / SC 0.00% No change 2 $454
Motco 0.00% New 2 $454
Bogart Wealth, LLC 0.00% Reduce -33.3% 2 $454
DecisionPoint Financial, LLC 0.00% New 2 $450
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $434
Redwood Park Advisors LLC 0.00% No change 1 $227
Maryland Capital Advisors Inc. 0.00% — 1 $227
Planning Strategies Inc. 0.00% — 1 $227
MV Capital Management, Inc. 0.00% No change 1 $227
TFC Financial Management, Inc. 0.00% No change 1 $227
Compass Financial Management LLC 0.00% — 1 $227
Navigoe, LLC 0.00% New 3 $0

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