Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$648,850
+$118,110 QoQ
Shares Held
2,859
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 677 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $673,110,093 across 47 Specialty Industrial Machinery names. IEX ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
168,443 | $197,896,942 | |
| 2 | ETN |
Eaton Corp plc
|
261,587 | $111,467,452 | |
| 3 | PH |
Parker-Hannifin Corp
|
73,132 | $71,531,871 | |
| 4 | CMI |
Cummins Inc
|
85,815 | $61,204,116 | |
| 5 | EMR |
Emerson Electric Co
|
341,936 | $48,948,138 | |
| 6 | ITW |
Illinois Tool Works Inc
|
138,080 | $37,346,497 | |
| 7 | ROK |
Rockwell Automation, Inc
|
43,392 | $21,482,511 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,088,436 | $20,947,013 |
All Filings in IEX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,850 | 2,859 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $530,740 | 2,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $587,557 | 3,302 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,192,214 | 13,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $931,925 | 5,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $842,415 | 4,655 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,018,614 | 4,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $881,380 | 4,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $985,678 | 4,899 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,684,226 | 6,902 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $373,429 | 1,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $308,493 | 1,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $449,462 | 2,088 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $961,315 | 4,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $961,954 | 4,213 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $403,497 | 2,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $426,648 | 2,349 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $416,629 | 2,173 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $517,304 | 2,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $320,772 | 1,550 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $318,852 | 1,449 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $200,109 | 956 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $232,160 | 1,469 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||