Position in IEX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,156,647
+$1,021,177 QoQ
Shares Held
13,909
+23.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 677 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $446,472,633 across 43 Specialty Industrial Machinery names. IEX ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
63,423 | $74,513,145 | |
| 2 | ETN |
Eaton Corp plc
|
163,737 | $69,771,610 | |
| 3 | CMI |
Cummins Inc
|
92,286 | $65,819,298 | |
| 4 | EMR |
Emerson Electric Co
|
385,666 | $55,208,087 | |
| 5 | PH |
Parker-Hannifin Corp
|
48,149 | $47,095,499 | |
| 6 | DOV |
DOVER Corp
|
126,470 | $28,364,691 | |
| 7 | ITW |
Illinois Tool Works Inc
|
92,916 | $25,130,990 | |
| 8 | ROK |
Rockwell Automation, Inc
|
21,923 | $10,853,638 |
All Filings in IEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,156,647 | 13,909 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,135,470 | 11,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,703,241 | 9,572 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,002,113 | 6,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,156,830 | 6,589 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,163,456 | 6,429 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,298,644 | 6,205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,287,000 | 6,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,122,897 | 5,581 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,246,698 | 5,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $957,020 | 4,408 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $768,633 | 3,695 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $598,638 | 2,781 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,010,987 | 4,376 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $932,956 | 4,086 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $421,083 | 2,107 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $525,455 | 2,893 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $391,704 | 2,043 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $313,832 | 1,328 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $224,747 | 1,086 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $261,199 | 1,187 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||