Filing Research | IEX - IDEX Corporation Institutional Holdings

Snapshot holdings

50 / 140 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	799.6KSH	$181.5M
2	Boston Trust Walden Corp	Shares	390.2KSH	$88.6M
3	Alecta Tjanstepension Omsesidigt	Shares	379.5KSH	$86.1M
4	JOHNSON INVESTMENT COUNSEL INC	Shares	236.5KSH	$53.7M
5	ASR Vermogensbeheer N.V.	Shares	166.1KSH	$37.7M
6	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	100.0KSH	$22.7M
7	AEGON ASSET MANAGEMENT UK PLC	Shares	88.5KSH	$20.1M
8	Robeco Institutional Asset Management B.V.	Shares	58.9KSH	$13.4M
9	Swedbank AB	Shares	55.5KSH	$12.6M
10	Assenagon Asset Management S.A.	Shares	24.3KSH	$5.5M
11	Baader Bank Aktiengesellschaft	Shares	23.5KSH	$5.3M
12	Crossmark Global Holdings, Inc.	Shares	23.3KSH	$5.3M
13	IFM Investors Pty Ltd	Shares	23.0KSH	$5.2M
14	Covea Finance	Shares	22.8KSH	$5.2M
15	Czech National Bank	Shares	21.1KSH	$4.8M
16	Mirae Asset Global Investments Co., Ltd.	Shares	17.9KSH	$4.1M
17	GHP Investment Advisors, Inc.	Shares	16.9KSH	$3.8M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.3KSH	$3.7M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$3.5M
20	Morningstar Investment Management LLC	Shares	16.6KSH	$3.2M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	13.2KSH	$3.0M
22	L. Roy Papp & Associates, LLP	Shares	12.1KSH	$2.7M
23	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.8KSH	$2.7M
24	QRG CAPITAL MANAGEMENT, INC.	Shares	11.2KSH	$2.5M
25	Police & Firemen's Retirement System of New Jersey	Shares	11.1KSH	$2.5M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	10.7KSH	$2.4M
27	GUYASUTA INVESTMENT ADVISORS INC	Shares	9.2KSH	$2.1M
28	Legacy Wealth Management, LLC / MS	Shares	8.8KSH	$2.0M
29	SECURED RETIREMENT ADVISORS, LLC	Shares	7.9KSH	$1.8M
30	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.9KSH	$1.8M
31	ABN AMRO INVESTMENT SOLUTIONS	Shares	7.1KSH	$1.6M
32	Diversified Trust Co	Shares	6.3KSH	$1.4M
33	Envestnet Portfolio Solutions, Inc.	Shares	5.9KSH	$1.3M
34	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	5.2KSH	$1.2M
35	GATEWAY INVESTMENT ADVISERS LLC	Shares	5.0KSH	$1.1M
36	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.6KSH	$1.0M
37	Sierra Legacy Group	Shares	4.5KSH	$1.0M
38	HARTFORD INVESTMENT MANAGEMENT CO	Shares	4.1KSH	$922.1K
39	Louisiana State Employees Retirement System	Shares	3.8KSH	$862.4K
40	MIZUHO SECURITIES USA LLC	Shares	4.5KSH	$857.7K
41	Welch Group, LLC	Shares	3.7KSH	$841.3K
42	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$793.2K
43	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	3.4KSH	$760.3K
44	Segment Wealth Management, LLC	Shares	3.2KSH	$731.0K
45	E. Ohman J:or Asset Management AB	Shares	2.9KSH	$667.2K
46	Merit Financial Group, LLC	Shares	2.8KSH	$631.0K
47	Net Worth Advisory Group	Shares	2.8KSH	$629.9K
48	TECTONIC ADVISORS LLC	Shares	2.8KSH	$624.7K
49	Fideuram Asset Management (Ireland) dac	Shares	2.7KSH	$604.3K
50	ROCKLAND TRUST CO	Shares	2.6KSH	$595.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 148 loaded

#		Instrument
1	FENIMORE ASSET MANAGEMENT INC added	Shares	+1.5K	+$30.2M	$181.5M
2	ADAMS DIVERSIFIED EQUITY FUND, INC. new	Shares	+100.0K	+$22.7M	$22.7M
3	Robeco Institutional Asset Management B.V. added	Shares	+55.9K	+$12.8M	$13.4M
4	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-7.2K	+$7.5M	$53.7M
5	AEGON ASSET MANAGEMENT UK PLC added	Shares	+10.8K	+$5.4M	$20.1M
6	ASR Vermogensbeheer N.V. trimmed	Shares	-5.7K	+$5.1M	$37.7M
7	Crossmark Global Holdings, Inc. added	Shares	+16.2K	+$3.9M	$5.3M
8	Baader Bank Aktiengesellschaft added	Shares	+11.3K	+$3.0M	$5.3M
9	Boston Trust Walden Corp trimmed	Shares	-62.5K	+$2.7M	$88.6M
10	Swedbank AB trimmed	Shares	-842	+$1.9M	$12.6M
11	SECURED RETIREMENT ADVISORS, LLC new	Shares	+7.9K	+$1.8M	$1.8M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.0K	+$1.6M	$3.5M
13	Envestnet Portfolio Solutions, Inc. new	Shares	+5.9K	+$1.3M	$1.3M
14	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+5.2K	+$1.2M	$1.2M
15	IFM Investors Pty Ltd added	Shares	+338	+$923.9K	$5.2M
16	Czech National Bank added	Shares	+683	+$917.4K	$4.8M
17	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.2K	+$893.6K	$4.1M
18	Covea Finance unchanged	Shares	0	+$852.7K	$5.2M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+1.3K	+$745.0K	$3.0M
20	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.8K	+$723.4K	$1.1M
21	GHP Investment Advisors, Inc. added	Shares	+464	+$720.3K	$3.8M
22	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.5K	+$710.2K	$2.5M
23	Fideuram Asset Management (Ireland) dac new	Shares	+2.7K	+$604.3K	$604.3K
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$405.2K	$3.7M
25	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-58	+$388.4K	$2.4M
26	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-329	+$351.5K	$2.5M
27	BENJAMIN EDWARDS INC new	Shares	+1.4K	+$320.9K	$320.9K
28	GUYASUTA INVESTMENT ADVISORS INC trimmed	Shares	-300	+$287.6K	$2.1M
29	Legacy Wealth Management, LLC / MS trimmed	Shares	-220	+$285.7K	$2.0M
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+914	+$254.5K	$493.2K
31	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-96	+$246.1K	$1.6M
32	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-330	+$231.8K	$1.8M
33	Canada Post Corp Registered Pension Plan added	Shares	+720	+$225.1K	$537.9K
34	L. Roy Papp & Associates, LLP trimmed	Shares	-1.2K	+$221.5K	$2.7M
35	WADDELL & ASSOCIATES, LLC new	Shares	+936	+$212.4K	$212.4K
36	Apollon Wealth Management, LLC new	Shares	+909	+$206.3K	$206.3K
37	Fifth Third Wealth Advisors LLC new	Shares	+901	+$204.5K	$204.5K
38	Sequoia Financial Advisors, LLC added	Shares	+329	+$193.1K	$793.2K
39	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.3K	+$191.3K	$2.7M
40	Merit Financial Group, LLC added	Shares	+430	+$185.6K	$631.0K
41	Avior Wealth Management, LLC added	Shares	+442	+$178.5K	$574.6K
42	NorthCrest Asset Manangement, LLC added	Shares	+497	+$143.3K	$365.4K
43	Louisiana State Employees Retirement System unchanged	Shares	0	+$142.1K	$862.4K
44	Welch Group, LLC unchanged	Shares	0	+$138.6K	$841.3K
45	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$125.3K	$760.3K
46	Segment Wealth Management, LLC unchanged	Shares	0	+$120.5K	$731.0K
47	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-176	+$118.6K	$922.1K
48	ROCKLAND TRUST CO added	Shares	+79	+$113.1K	$595.3K
49	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$110.0K	$667.2K
50	Diversified Trust Co trimmed	Shares	-724	+$100.1K	$1.4M

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