IES Holdings, Inc. (IESC) — Institutional Holders, Q2 2026 (page 4)
415 institutional investment managers reported a IESC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IESC 13F holders ranked 301–400 of 415
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | FOX RUN MANAGEMENT, L.L.C.#301 · 386 sh | 386 | $283.6K | 0.05% | New |
| 302 | Rockefeller Capital Management L.P.#302 · 386 sh | 386 | $283.6K | <0.01% | +14.2% |
| 303 | Kestra Advisory Services#303 · 385 sh | 385 | $282.8K | <0.01% | New |
| 304 | MML INVESTORS SERVICES#304 · 383 sh | 383 | $281.4K | <0.01% | New |
| 305 | Chicago Partners Investment Group#305 · 409 sh | 409 | $271.5K | — | New |
| 306 | Ethic#306 · 367 sh | 367 | $269.6K | <0.01% | -98.3% |
| 307 | Scientech Research#307 · 366 sh | 366 | $268.9K | 0.22% | New |
| 308 | BARTLETT & WEALTH MANAGEMENT#308 · 361 sh | 361 | $265.2K | <0.01% | New |
| 309 | NISA INVESTMENT ADVISORS#309 · 352 sh | 352 | $258.6K | — | -13.1% |
| 310 | DRW Securities#310 · 341 sh | 341 | $250.5K | <0.01% | New |
| 311 | Ronald Blue#311 · 336 sh | 336 | $246.8K | — | -0.3% |
| 312 | PUREfi Wealth#312 · 332 sh | 332 | $243.9K | — | New |
| 313 | Nykredit A/S#313 · 331 sh | 331 | $243.2K | <0.01% | — |
| 314 | Concentric Capital Strategies#314 · 327 sh | 327 | $240.2K | 0.01% | New |
| 315 | Ausbil Investment Management Ltd#315 · 343 sh | 343 | $240.1K | — | -30.6% |
| 316 | Prosperity Financial Group#316 · 325 sh | 325 | $238.8K | 0.07% | New |
| 317 | Claret Asset Management#317 · 311 sh | 311 | $229.0K | 0.02% | New |
| 318 | M&T BANK#318 · 306 sh | 306 | $224.0K | <0.01% | New |
| 319 | KBC Group NV#319 · 303 sh | 303 | $223.0K | — | 0.0% |
| 320 | Brookstone Capital Management#320 · 300 sh | 300 | $220.4K | — | New |
| 321 | Camarda Financial Advisors#321 · 295 sh | 295 | $216.7K | 0.07% | New |
| 322 | OPPENHEIMER ASSET MANAGEMENT#322 · 294 sh | 294 | $216.0K | <0.01% | New |
| 323 | Sun Group Wealth Partners#323 · 290 sh | 290 | $213.1K | — | New |
| 324 | WEDBUSH SECURITIES#324 · 290 sh | 290 | $213.0K | — | New |
| 325 | DUTCH ASSET#325 · 281 sh | 281 | $207.1K | — | New |
| 326 | BTG Pactual Asset Management US#326 · 280 sh | 280 | $205.7K | 0.01% | New |
| 327 | Smartleaf Asset Management#327 · 280 sh | 280 | $202.4K | <0.01% | 0.0% |
| 328 | Rakuten Securities#328 · 269 sh | 269 | $197.6K | 0.05% | New |
| 329 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#329 · 261 sh | 261 | $192.0K | — | New |
| 330 | Pinnacle Wealth Planning Services#330 · 256 sh | 256 | $188.1K | 0.02% | -12.0% |
| 331 | GAMMA Investing#331 · 252 sh | 252 | $185.1K | — | -0.4% |
| 332 | Catalyst Capital Advisors#332 · 220 sh | 220 | $161.6K | <0.01% | 0.0% |
| 333 | Integrated Wealth Concepts#333 · 219 sh | 219 | $160.9K | <0.01% | New |
| 334 | STRS OHIO#334 · 184 sh | 184 | $135.2K | <0.01% | -93.4% |
| 335 | SBI Securities , Ltd.#335 · 174 sh | 174 | $127.8K | — | +10.8% |
| 336 | Smithfield#336 · 170 sh | 170 | $125.0K | <0.01% | 0.0% |
| 337 | SRS Capital Advisors#337 · 154 sh | 154 | $113.1K | <0.01% | +2100.0% |
| 338 | BNP Paribas Asset Management Holding S.A.#338 · 139 sh | 139 | $102.1K | <0.01% | -13.7% |
| 339 | Larson Financial Group#339 · 134 sh | 134 | $98.4K | <0.01% | -22.1% |
| 340 | Silvant Capital Management#340 · 125 sh | 125 | $91.8K | <0.01% | New |
| 341 | Harvest Fund Management , Ltd#341 · 115 sh | 115 | $84.0K | <0.01% | 0.0% |
| 342 | PNC FINANCIAL SERVICES GROUP#342 · 111 sh | 111 | $81.5K | 0.00% | +208.3% |
| 343 | NATIONAL BANK OF CANADA#343 · 107 sh | 107 | $78.4K | <0.01% | +181.6% |
| 344 | Versant Capital Management#344 · 106 sh | 106 | $77.9K | — | +1.0% |
| 345 | Caitong International Asset Management , Ltd#345 · 81 sh | 81 | $59.5K | <0.01% | -81.7% |
| 346 | HARBOR INVESTMENT ADVISORY#346 · 75 sh | 75 | $55.1K | — | New |
| 347 | US BANCORP \DE\#347 · 68 sh | 68 | $50.0K | <0.01% | -68.8% |
| 348 | SIGNATUREFD#348 · 67 sh | 67 | $49.2K | — | +21.8% |
| 349 | Parallel Advisors#349 · 67 sh | 67 | $49.2K | <0.01% | +8.1% |
| 350 | Global Retirement Partners#350 · 66 sh | 66 | $48.5K | <0.01% | — |
| 351 | IFP Advisors#351 · 59 sh | 59 | $43.3K | — | -79.9% |
| 352 | True Wealth Design#352 · 59 sh | 59 | $43.3K | — | -3.3% |
| 353 | Sterling Capital Management#353 · 58 sh | 58 | $42.6K | — | -1.7% |
| 354 | MACQUARIE GROUP LTD#354 · 57 sh | 57 | $41.9K | <0.01% | New |
| 355 | Spire Wealth Management#355 · 56 sh | 56 | $41.1K | <0.01% | -1.8% |
| 356 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#356 · 54 sh | 54 | $39.7K | 0.00% | +35.0% |
| 357 | Farmers & Merchants of Chambersburg PA#357 · 51 sh | 51 | $37.0K | — | 0.0% |
| 358 | HARBOR CAPITAL ADVISORS#358 · 44 sh | 44 | $32.0K | — | -4.3% |
| 359 | TOTH FINANCIAL ADVISORY#359 · 40 sh | 40 | $29.4K | — | +73.9% |
| 360 | SALEM INVESTMENT COUNSELORS#360 · 35 sh | 35 | $25.7K | — | 0.0% |
| 361 | FIRST HORIZON NATIONAL#361 · 35 sh | 35 | $25.7K | — | -38.6% |
| 362 | Allworth Financial#362 · 34 sh | 34 | $25.0K | <0.01% | +78.9% |
| 363 | J.Safra Asset Management#363 · 34 sh | 34 | $25.0K | <0.01% | -5.6% |
| 364 | WHITTIER OF NEVADA#364 · 38 sh | 38 | $23.2K | <0.01% | -19.1% |
| 365 | EverSource Wealth Advisors#365 · 31 sh | 31 | $22.8K | <0.01% | -99.1% |
| 366 | Silver Grove Financial Group#366 · 31 sh | 31 | $22.8K | 0.01% | New |
| 367 | ROTHSCHILD INVESTMENT#367 · 30 sh | 30 | $22.0K | <0.01% | -14.3% |
| 368 | CONTRAVISORY INVESTMENT MANAGEMENT#368 · 26 sh | 26 | $19.1K | — | New |
| 369 | CVA Family Office#369 · 23 sh | 23 | $16.9K | <0.01% | +4.5% |
| 370 | Fortitude Family Office#370 · 23 sh | 23 | $16.9K | — | +4.5% |
| 371 | Signature Equity Partners#371 · 22 sh | 22 | $16.2K | <0.01% | -33.3% |
| 372 | Essential Partners#372 · 22 sh | 22 | $16.2K | — | +4.8% |
| 373 | TD Waterhouse Canada#373 · 23 sh | 23 | $16.1K | — | -11.5% |
| 374 | Parkside Financial Bank#374 · 20 sh | 20 | $14.7K | <0.01% | +100.0% |
| 375 | LRI Investments#375 · 19 sh | 19 | $14.0K | <0.01% | 0.0% |
| 376 | Keating Financial Advisory Services#376 · 19 sh | 19 | $14.0K | <0.01% | +35.7% |
| 377 | PRIVATE NA#377 · 18 sh | 18 | $13.2K | — | -5.3% |
| 378 | Basecamp Wealth Advisors#378 · 18 sh | 18 | $13.2K | <0.01% | 0.0% |
| 379 | JFS WEALTH ADVISORS#379 · 17 sh | 17 | $12.5K | <0.01% | 0.0% |
| 380 | GW&K Investment Management#380 · 16 sh | 16 | $12.0K | <0.01% | New |
| 381 | ASSETMARK#381 · 14 sh | 14 | $10.3K | — | +16.7% |
| 382 | BESSEMER GROUP#382 · 13 sh | 13 | $10.0K | 0.00% | +160.0% |
| 383 | Covestor Ltd#383 · 13 sh | 13 | $10.0K | <0.01% | -66.7% |
| 384 | BROWN BROTHERS HARRIMAN#384 · 13 sh | 13 | $9.6K | 0.00% | 0.0% |
| 385 | ACTION POINT FINANCIAL PLANNING#385 · 9 sh | 9 | $6.6K | <0.01% | New |
| 386 | Aventura Private Wealth#386 · 8 sh | 8 | $5.9K | <0.01% | -46.7% |
| 387 | McMillan Office#387 · 8 sh | 8 | $5.9K | <0.01% | 0.0% |
| 388 | Rialto Wealth Management#388 · 7 sh | 7 | $5.1K | <0.01% | +40.0% |
| 389 | Rossby Financial, LCC#389 · 7 sh | 7 | $5.1K | <0.01% | 0.0% |
| 390 | Bell Investment Advisors#390 · 6 sh | 6 | $4.4K | <0.01% | 0.0% |
| 391 | DiNuzzo Private Wealth#391 · 6 sh | 6 | $4.4K | — | 0.0% |
| 392 | Bogart Wealth#392 · 5 sh | 5 | $3.7K | <0.01% | +25.0% |
| 393 | Bare Financial Services#393 · 5 sh | 5 | $3.7K | <0.01% | 0.0% |
| 394 | WPG Advisers#394 · 5 sh | 5 | $3.7K | <0.01% | +66.7% |
| 395 | Physician Wealth Advisors#395 · 4 sh | 4 | $2.9K | — | New |
| 396 | SHP Wealth Management#396 · 4 sh | 4 | $2.9K | <0.01% | 0.0% |
| 397 | Creative Capital Management Investments#397 · 4 sh | 4 | $2.9K | <0.01% | New |
| 398 | Hughes Financial Services#398 · 4 sh | 4 | $2.9K | <0.01% | +300.0% |
| 399 | Westfuller Advisors#399 · 3 sh | 3 | $2.5K | <0.01% | 0.0% |
| 400 | SJS Investment Consulting#400 · 3 sh | 3 | $2.2K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.