IDEX CORP /DE/ (IEX) — Institutional Holders, Q2 2026 (page 6)
692 institutional investment managers reported a IEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $17.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IEX 13F holders ranked 501–600 of 692
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Modera Wealth Management#501 · 1,000 sh | 1,000 | $226.9K | <0.01% | New |
| 502 | Axxion S.A.#502 · 1,000 sh | 1,000 | $226.9K | — | — |
| 503 | Baker Avenue Asset Management#503 · 987 sh | 987 | $224.0K | <0.01% | New |
| 504 | QUADRANT CAPITAL GROUP#504 · 972 sh | 972 | $220.6K | — | -50.0% |
| 505 | Cambridge Investment Research Advisors#505 · 966 sh | 966 | $219.0K | <0.01% | New |
| 506 | Centerpoint Advisors#506 · 958 sh | 958 | $217.0K | 0.06% | 0.0% |
| 507 | Orion Porfolio Solutions#507 · 951 sh | 951 | $215.9K | <0.01% | New |
| 508 | WADDELL & ASSOCIATES#508 · 936 sh | 936 | $212.4K | 0.01% | New |
| 509 | CX Institutional#509 · 915 sh | 915 | $208.0K | — | +3.4% |
| 510 | Northwest & Ethical Investments L.P.#510 · 918 sh | 918 | $207.4K | <0.01% | New |
| 511 | GUGGENHEIM CAPITAL#511 · 909 sh | 909 | $206.3K | <0.01% | New |
| 512 | Apollon Wealth Management#512 · 909 sh | 909 | $206.3K | — | New |
| 513 | Fifth Third Wealth Advisors#513 · 901 sh | 901 | $204.5K | — | New |
| 514 | HARVEY CAPITAL MANAGEMENT#514 · 900 sh | 900 | $204.3K | 0.04% | New |
| 515 | S#515 · 900 sh | 900 | $204.0K | 0.01% | New |
| 516 | TRANSCEND WEALTH COLLECTIVE#516 · 884 sh | 884 | $200.6K | 0.01% | New |
| 517 | TOBAM#517 · 882 sh | 882 | $200.0K | 0.05% | New |
| 518 | HUNTINGTON NATIONAL BANK#518 · 881 sh | 881 | $199.9K | <0.01% | +12.9% |
| 519 | Larson Financial Group#519 · 871 sh | 871 | $197.7K | <0.01% | +56.1% |
| 520 | Parallel Advisors#520 · 856 sh | 856 | $194.3K | <0.01% | +15.5% |
| 521 | Farther Finance Advisors#521 · 849 sh | 849 | $192.5K | — | +1.0% |
| 522 | ASSETMARK#522 · 837 sh | 837 | $190.0K | — | -59.6% |
| 523 | SIGNATUREFD#523 · 770 sh | 770 | $174.7K | — | +23.4% |
| 524 | BESSEMER GROUP#524 · 723 sh | 723 | $165.0K | <0.01% | +24.4% |
| 525 | Allworth Financial#525 · 722 sh | 722 | $163.9K | <0.01% | +9.4% |
| 526 | Employees Retirement System of Texas#526 · 676 sh | 676 | $153.0K | <0.01% | +11.6% |
| 527 | Versant Capital Management#527 · 674 sh | 674 | $153.0K | — | -1.9% |
| 528 | Oslo Pensjonsforsikring AS#528 · 665 sh | 665 | $150.9K | — | -44.8% |
| 529 | Ameritas Investment Partners#529 · 635 sh | 635 | $144.1K | <0.01% | -5.4% |
| 530 | Quent Capital#530 · 614 sh | 614 | $139.3K | <0.01% | +0.3% |
| 531 | Dynamic Wealth Strategies#531 · 565 sh | 565 | $128.2K | — | -9.9% |
| 532 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#532 · 555 sh | 555 | $126.0K | <0.01% | -4.1% |
| 533 | United Community Bank#533 · 555 sh | 555 | $126.0K | 0.04% | +1.8% |
| 534 | Ancora Advisors#534 · 543 sh | 543 | $123.2K | <0.01% | -38.6% |
| 535 | Osbon Capital Management#535 · 511 sh | 511 | $116.1K | 0.09% | 0.0% |
| 536 | Generali Asset Management SPA SGR#536 · 508 sh | 508 | $115.3K | — | +25.1% |
| 537 | MATHER GROUP#537 · 502 sh | 502 | $113.9K | — | +2.9% |
| 538 | CULLEN/FROST BANKERS#538 · 489 sh | 489 | $111.0K | <0.01% | 0.0% |
| 539 | Parkside Financial Bank#539 · 454 sh | 454 | $103.0K | — | +178.5% |
| 540 | Orion Capital Management#540 · 413 sh | 413 | $93.7K | 0.03% | 0.0% |
| 541 | Essential Partners#541 · 407 sh | 407 | $92.4K | — | 0.0% |
| 542 | HOLLENCREST SECURITIES#542 · 400 sh | 400 | $90.8K | <0.01% | 0.0% |
| 543 | Ronald Blue#543 · 398 sh | 398 | $90.3K | — | +1.5% |
| 544 | SITTNER & NELSON#544 · 389 sh | 389 | $88.3K | 0.03% | 0.0% |
| 545 | TEMA ETFS#545 · 361 sh | 361 | $81.9K | — | 0.0% |
| 546 | LOS ANGELES CAPITAL MANAGEMENT#546 · 332 sh | 332 | $75.3K | <0.01% | 0.0% |
| 547 | GODSEY & GIBB#547 · 325 sh | 325 | $73.8K | — | 0.0% |
| 548 | WEST PACES ADVISORS#548 · 310 sh | 310 | $70.4K | — | New |
| 549 | ECOFI INVESTISSEMENTS SA#549 · 300 sh | 300 | $68.1K | 0.24% | -25.0% |
| 550 | CENTRAL#550 · 281 sh | 281 | $63.8K | <0.01% | 0.0% |
| 551 | Smithfield#551 · 277 sh | 277 | $62.0K | <0.01% | 0.0% |
| 552 | Covestor Ltd#552 · 272 sh | 272 | $62.0K | 0.04% | -2.5% |
| 553 | McMillan Office#553 · 261 sh | 261 | $59.2K | <0.01% | 0.0% |
| 554 | Measured Wealth Private Client Group#554 · 234 sh | 234 | $53.1K | 0.01% | New |
| 555 | AdvisorNet Financial#555 · 225 sh | 225 | $51.1K | — | 0.0% |
| 556 | UMB Bank, n.a.#556 · 225 sh | 225 | $51.1K | <0.01% | +9.2% |
| 557 | Skandinaviska Enskilda Banken AB (publ)#557 · 223 sh | 223 | $50.6K | <0.01% | New |
| 558 | Transamerica Financial Advisors#558 · 218 sh | 218 | $49.5K | <0.01% | +560.6% |
| 559 | LOOMIS SAYLES & L P#559 · 217 sh | 217 | $49.2K | <0.01% | +64.4% |
| 560 | Cromwell#560 · 209 sh | 209 | $47.4K | 0.02% | +3.0% |
| 561 | ONEFUND#561 · 199 sh | 199 | $45.2K | 0.03% | -2.9% |
| 562 | IFG Advisory#562 · 197 sh | 197 | $44.6K | <0.01% | New |
| 563 | Spire Wealth Management#563 · 156 sh | 156 | $35.4K | <0.01% | 0.0% |
| 564 | Ares Financial Consulting#564 · 156 sh | 156 | $35.4K | — | 0.0% |
| 565 | SJS Investment Consulting#565 · 151 sh | 151 | $34.3K | — | +1.3% |
| 566 | TD PRIVATE CLIENT WEALTH#566 · 150 sh | 150 | $34.0K | <0.01% | +25.0% |
| 567 | Rossby Financial, LCC#567 · 149 sh | 149 | $33.8K | <0.01% | 0.0% |
| 568 | GoalVest Advisory#568 · 148 sh | 148 | $33.6K | — | 0.0% |
| 569 | Quantbot Technologies#569 · 144 sh | 144 | $32.7K | <0.01% | -98.8% |
| 570 | J.Safra Asset Management#570 · 137 sh | 137 | $31.1K | <0.01% | 0.0% |
| 571 | IFP Advisors#571 · 118 sh | 118 | $26.8K | — | -6.3% |
| 572 | MassMutual Private Wealth & , FSB#572 · 109 sh | 109 | $24.7K | — | 0.0% |
| 573 | True Wealth Design#573 · 109 sh | 109 | $24.7K | — | +58.0% |
| 574 | ZRC WEALTH MANAGEMENT#574 · 103 sh | 103 | $23.4K | — | +635.7% |
| 575 | GW&K Investment Management#575 · 102 sh | 102 | $23.0K | <0.01% | 0.0% |
| 576 | EASTERN BANK#576 · 101 sh | 101 | $22.9K | — | New |
| 577 | Hillsdale Investment Management#577 · 90 sh | 90 | $20.4K | <0.01% | 0.0% |
| 578 | Colonial Advisors#578 · 90 sh | 90 | $20.4K | <0.01% | New |
| 579 | CVA Family Office#579 · 88 sh | 88 | $20.0K | <0.01% | +12.8% |
| 580 | WPG Advisers#580 · 87 sh | 87 | $19.7K | 0.01% | +11.5% |
| 581 | Pinnacle Wealth Planning Services#581 · 85 sh | 85 | $19.3K | — | -28.6% |
| 582 | Caldwell#582 · 85 sh | 85 | $19.3K | <0.01% | 0.0% |
| 583 | Private Wealth Asset Management#583 · 75 sh | 75 | $17.0K | <0.01% | 0.0% |
| 584 | Owl Creek Wealth Partners#584 · 70 sh | 70 | $15.9K | — | 0.0% |
| 585 | CITY HOLDING#585 · 70 sh | 70 | $15.9K | — | 0.0% |
| 586 | Clearstead Advisors#586 · 67 sh | 67 | $15.2K | <0.01% | +103.0% |
| 587 | Quest 10 Wealth Builders#587 · 65 sh | 65 | $14.8K | 0.01% | 0.0% |
| 588 | First Pacific Financial#588 · 64 sh | 64 | $14.5K | — | +3100.0% |
| 589 | Keating Financial Advisory Services#589 · 63 sh | 63 | $14.3K | <0.01% | +57.5% |
| 590 | AMERICAN NATIONAL BANK#590 · 62 sh | 62 | $14.1K | — | 0.0% |
| 591 | Frazier Financial Advisors#591 · 59 sh | 59 | $13.4K | <0.01% | 0.0% |
| 592 | Key FInancial#592 · 58 sh | 58 | $13.2K | <0.01% | 0.0% |
| 593 | WEBSTER BANK, N. A.#593 · 54 sh | 54 | $12.3K | <0.01% | 0.0% |
| 594 | FARMERS & MERCHANTS INVESTMENTS#594 · 54 sh | 54 | $12.3K | — | 0.0% |
| 595 | FIRST HORIZON NATIONAL#595 · 53 sh | 53 | $12.0K | — | 0.0% |
| 596 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#596 · 50 sh | 50 | $11.3K | <0.01% | +92.3% |
| 597 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#597 · 50 sh | 50 | $11.3K | — | 0.0% |
| 598 | TD Waterhouse Canada#598 · 50 sh | 50 | $11.2K | — | 0.0% |
| 599 | ACTION POINT FINANCIAL PLANNING#599 · 49 sh | 49 | $10.7K | <0.01% | New |
| 600 | James T. Borello RIA#600 · 46 sh | 46 | $10.4K | — | 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.