IEX · Idex Corp · Shareholders & Ownership

$238.54 +5.33 (+2.29%) At close · Oct 28 Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.19B

73.72M

Volume · Oct 28 1.64M Avg daily vol (3M) 664.1K

Every disclosed holder of IEX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IEX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	715	74,999,369	101.74%	Yes
Insiders (Forms 3, 4, 5)	19	173,111	0.23%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,452,584	-1.97%	Negative
Registered funds (N-PORT, not summed)	616	29,230,460	39.65%	No

Shares outstanding: 73,719,896, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IEX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,734,272	7.78%	+58,080	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,018,071	1.38%	+54,974	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	304,024	0.41%	+15,063	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	165,665	0.22%	-8,197	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	121,679	0.17%	-6,540	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	113,171	0.15%	+4,102	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,844,404	6.57%	-10,292	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,734,233	5.07%	-34,463	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,317,393	4.50%	+111,997	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	436,264	0.59%	+16,407	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	175,982	0.24%	+18,781	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	90,049	0.12%	+2,386	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	28,000	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,680	0.04%	-14,376	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,300,072	4.48%	-2,865	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	1,429,211	1.94%	0	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
5.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,011,529	1.37%	-200	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
5.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	481,862	0.65%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
5.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	190,820	0.26%	-1,600	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
5.5	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	35,300	0.05%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
6	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,819,465	3.82%	-279,664	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	244	0.00%	-2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
6.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	103	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
6.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	32	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
7	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,834	3.21%	+373,890	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,349,309	3.19%	-7,299	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,097,826	2.85%	+7,042	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,917,245	2.60%	+14,950	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,144	2.50%	-31,320	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,697,164	2.30%	-17,199	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,370	2.07%	+14,354	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,085,000	1.47%	0	Jun 30, 2026	Victory Portfolios, not summed
13.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	8,538	0.01%	+50	Jul 31, 2026	Victory Portfolios III, not summed
13.3	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	5,400	0.01%	-241	Jun 30, 2026	Victory Portfolios II, not summed
13.4	VictoryShares US 500 Enhanced Volatility Wtd ETF Fund S000044751 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	4,173	0.01%	-157	Jun 30, 2026	Victory Portfolios II, not summed
13.5	Victory Growth and Tax Strategy Fund Fund S000012897 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	360	0.00%	—	May 31, 2026	Victory Portfolios III, not summed
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,523	2.04%	-125,948	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	869,435	1.18%	+1,953	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.2	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	318,943	0.43%	-101,827	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	67,691	0.09%	-5,980	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.4	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	60,299	0.08%	-3,241	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.5	Invesco Global Water ETF Fund S000015278 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,141	0.03%	-8,988	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,979	1.98%	+239,579	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	9,645	0.01%	-2,838	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
16	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,476	1.71%	+606,547	Jun 30, 2026	carried, not yet filed for the newest quarter
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,139,217	1.55%	-599,314	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,075,274	1.46%	-16,387	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,042,703	1.41%	+525,048	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	962,000	1.30%	+14,054	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	916,538	1.24%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	905,936	1.23%	+75,080	Jun 30, 2026	carried, not yet filed for the newest quarter
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	849,649	1.15%	+34,120	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	105,386	0.14%	+5,359	Jul 31, 2026	Dimensional ETF Trust, not summed
23.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,730	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	66,146	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	64,354	0.09%	-947	Jul 31, 2026	Dimensional ETF Trust, not summed
23.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	58,569	0.08%	+3,814	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	846,581	1.15%	+30,444	Jun 30, 2026	carried, not yet filed for the newest quarter
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	825,098	1.12%	+183,398	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	800,985	1.09%	-304,677	Jun 30, 2026	Eaton Vance Growth Trust, not summed
27	Fenimore Asset Management Inc 13F CIK 884566 · Unknown · Sep 30, 2026	772,862	1.05%	-26,777	Sep 30, 2026
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,472	1.04%	+43,883	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	60	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
28.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	19	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	763,615	1.04%	+7,724	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,945	0.03%	-225	Jun 30, 2026	Northern Funds, not summed
29.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,453	0.00%	0	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,754	0.00%	+136	Jul 31, 2026	FlexShares Trust, not summed
30	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	748,815	1.02%	+40,658	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	717,081	0.97%	+17,293	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	706,368	0.96%	-102,283	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	683,662	0.93%	-2,271	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	204,734	0.28%	+2,338	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	164,192	0.22%	-3,249	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	78,928	0.11%	+262	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	45,156	0.06%	+1,279	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	44,581	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	FLOSSBACH VON STORCH SE 13F CIK 1575677 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	646,867	0.88%	-93,452	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	604,718	0.82%	+47,357	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	549,063	0.74%	+34,793	May 31, 2026	GLOBAL X FUNDS, not summed
35.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	4,095	0.01%	0	Jul 31, 2026	GLOBAL X FUNDS, not summed
35.3	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,886	0.00%	+16	Jul 31, 2026	GLOBAL X FUNDS, not summed
35.4	Global X S&P 500 Covered Call & Growth ETF Fund S000069248 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	82	0.00%	0	Jul 31, 2026	GLOBAL X FUNDS, not summed
35.5	Global X S&P 500 Risk Managed Income ETF Fund S000072541 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	54	0.00%	0	Jul 31, 2026	GLOBAL X FUNDS, not summed
36	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,564	0.70%	+87,545	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	491,153	0.67%	-6,519	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	491,135	0.67%	-181,694	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	321,317	0.44%	-5,631	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
38.2	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	139,079	0.19%	-40,685	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
38.3	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	7,325	0.01%	-8,395	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
38.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,538	0.01%	-251	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
38.5	First Trust Dividend Strength ETF Fund S000013797 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	3,561	0.00%	+558	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
39	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	451,742	0.61%	+234,466	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	450,855	0.61%	-12,670	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	444,906	0.60%	-26,131	Jun 30, 2026	carried, not yet filed for the newest quarter
42	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,952	0.60%	-12,333	Jun 30, 2026	carried, not yet filed for the newest quarter
43	FAM VALUE FUND Fund S000010872 · Registered fund · Jun 30, 2026 Fenimore Asset Management Trust, not summed	431,530	0.59%	0	Jun 30, 2026	Fenimore Asset Management Trust, not summed
44	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	426,901	0.58%	-4,983	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,263	0.01%	+180	Aug 31, 2026	DBX ETF Trust, not summed
44.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	4,885	0.01%	+398	Aug 31, 2026	DBX ETF Trust, not summed
44.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	2,255	0.00%	-137	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
44.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,701	0.00%	+1,110	Aug 31, 2026	DBX ETF Trust, not summed
44.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,261	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
45	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	418,772	0.57%	-1,422	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
46	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	418,333	0.57%	+122,992	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	233,618	0.32%	+66,100	Jul 31, 2026	Thrivent Mutual Funds, not summed
46.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	143,457	0.19%	+40,276	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
46.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	9,273	0.01%	+3,691	Jul 31, 2026	Thrivent Mutual Funds, not summed
46.4	THRIVENT MODERATE ALLOCATION PORTFOLIO Fund S000001438 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	3,718	0.01%	+1,819	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
46.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	3,146	0.00%	+1,667	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	415,505	0.56%	-5,787	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	411,838	0.56%	-753,681	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	403,063	0.55%	+105,902	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	402,409	0.55%	-20,509	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed

113 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 992 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 832101 CUSIP 45167R104 13F (30d) 186 filings 174 filers Visit website Investor relations