IDEX CORP /DE/ (IEX) — Institutional Holders, Q2 2026 (page 7)
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 601 to 692. 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 601–692 of 692
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Meramec Financial Planners#601 · 46 sh | 46 | $10.3K | <0.01% | 0.0% |
| 602 | Quarry#602 · 45 sh | 45 | $10.2K | <0.01% | -61.2% |
| 603 | PRIVATE NA#603 · 44 sh | 44 | $10.0K | — | 0.0% |
| 604 | Activest Wealth Management#604 · 43 sh | 43 | $9.8K | — | 0.0% |
| 605 | Fortitude Family Office#605 · 43 sh | 43 | $9.8K | — | +2.4% |
| 606 | LRI Investments#606 · 41 sh | 41 | $9.3K | <0.01% | +13.9% |
| 607 | JFS WEALTH ADVISORS#607 · 39 sh | 39 | $8.9K | <0.01% | +11.4% |
| 608 | Investors Research#608 · 39 sh | 39 | $8.9K | — | 0.0% |
| 609 | MTM Investment Management#609 · 39 sh | 39 | $8.9K | <0.01% | 0.0% |
| 610 | Strengthening Families & Communities#610 · 37 sh | 37 | $8.5K | — | 0.0% |
| 611 | Synergy Investment Management#611 · 36 sh | 36 | $8.3K | <0.01% | +89.5% |
| 612 | Cherry Tree Wealth Management#612 · 35 sh | 35 | $7.9K | — | 0.0% |
| 613 | Heritage Wealth Advisors#613 · 35 sh | 35 | $7.9K | <0.01% | 0.0% |
| 614 | Salomon & Ludwin#614 · 34 sh | 34 | $7.6K | <0.01% | 0.0% |
| 615 | TOUNJIAN ADVISORY PARTNERS#615 · 32 sh | 32 | $7.3K | <0.01% | New |
| 616 | Princeton Global Asset Management#616 · 31 sh | 31 | $7.0K | — | 0.0% |
| 617 | Basecamp Wealth Advisors#617 · 31 sh | 31 | $7.0K | <0.01% | 0.0% |
| 618 | Crewe Advisors#618 · 30 sh | 30 | $6.8K | <0.01% | 0.0% |
| 619 | Bruce G. Allen Investments#619 · 27 sh | 27 | $6.1K | <0.01% | 0.0% |
| 620 | Rialto Wealth Management#620 · 26 sh | 26 | $5.9K | <0.01% | +85.7% |
| 621 | Financial Management Professionals#621 · 25 sh | 25 | $5.7K | — | +8.7% |
| 622 | NewEdge Advisors#622 · 24 sh | 24 | $5.4K | 0.00% | New |
| 623 | Prestige Wealth Management Group#623 · 24 sh | 24 | $5.4K | <0.01% | 0.0% |
| 624 | Pier Capital#624 · 22 sh | 22 | $5.0K | <0.01% | +46.7% |
| 625 | SUMMIT SECURITIES GROUP#625 · 21 sh | 21 | $4.8K | <0.01% | +75.0% |
| 626 | Cedar Mountain Advisors#626 · 21 sh | 21 | $4.8K | — | 0.0% |
| 627 | Cornerstone Financial Management#627 · 21 sh | 21 | $4.8K | <0.01% | 0.0% |
| 628 | RAFFA WEALTH MANAGEMENT#628 · 20 sh | 20 | $4.5K | <0.01% | +42.9% |
| 629 | HARBOR INVESTMENT ADVISORY#629 · 19 sh | 19 | $4.3K | — | 0.0% |
| 630 | CREATIVE FINANCIAL DESIGNS#630 · 19 sh | 19 | $4.3K | <0.01% | 0.0% |
| 631 | SBI Securities , Ltd.#631 · 17 sh | 17 | $3.9K | — | 0.0% |
| 632 | JPL Wealth Management#632 · 15 sh | 15 | $3.4K | <0.01% | New |
| 633 | VALLEY NATIONAL ADVISERS#633 · 15 sh | 15 | $3.4K | — | +15.4% |
| 634 | Bay Harbor Wealth Management#634 · 15 sh | 15 | $3.4K | <0.01% | +25.0% |
| 635 | Creative Capital Management Investments#635 · 15 sh | 15 | $3.4K | <0.01% | New |
| 636 | DELTA ASSET MANAGEMENT#636 · 15 sh | 15 | $3.4K | <0.01% | 0.0% |
| 637 | FINANCIAL CONSULATE#637 · 14 sh | 14 | $3.2K | — | 0.0% |
| 638 | Physician Wealth Advisors#638 · 14 sh | 14 | $3.2K | — | +16.7% |
| 639 | Private Wealth Management Group#639 · 14 sh | 14 | $3.2K | — | 0.0% |
| 640 | Avion Wealth#640 · 17 sh | 17 | $3.0K | <0.01% | +88.9% |
| 641 | Sachetta#641 · 13 sh | 13 | $3.0K | <0.01% | 0.0% |
| 642 | Manchester Capital Management#642 · 12 sh | 12 | $2.7K | — | 0.0% |
| 643 | DiNuzzo Private Wealth#643 · 12 sh | 12 | $2.7K | — | +9.1% |
| 644 | Bell Investment Advisors#644 · 11 sh | 11 | $2.5K | <0.01% | 0.0% |
| 645 | Kingdom Financial Group#645 · 10 sh | 10 | $2.4K | <0.01% | 0.0% |
| 646 | Asset Dedication#646 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 647 | Anchor Investment Management#647 · 10 sh | 10 | $2.3K | <0.01% | New |
| 648 | Kilter Group#648 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 649 | HFM Investment Advisors#649 · 10 sh | 10 | $2.3K | <0.01% | +100.0% |
| 650 | Cornerstone Planning Group#650 · 10 sh | 10 | $2.2K | — | 0.0% |
| 651 | Y.D. More Investments Ltd#651 · 2,697 sh | 2,697 | $2.1K | <0.01% | +5.1% |
| 652 | Burk#652 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 653 | Geneos Wealth Management#653 · 7 sh | 7 | $1.6K | 0.00% | -81.1% |
| 654 | SHP Wealth Management#654 · 7 sh | 7 | $1.6K | <0.01% | +133.3% |
| 655 | AMERIFLEX GROUP#655 · 7 sh | 7 | $1.6K | <0.01% | New |
| 656 | Networth Advisors#656 · 7 sh | 7 | $1.6K | <0.01% | 0.0% |
| 657 | Hughes Financial Services#657 · 6 sh | 6 | $1.4K | <0.01% | +500.0% |
| 658 | BOK Financial Private Wealth#658 · 5 sh | 5 | $1.1K | <0.01% | New |
| 659 | Nemes Rush Group#659 · 5 sh | 5 | $1.1K | <0.01% | 0.0% |
| 660 | IMG Wealth Management#660 · 5 sh | 5 | $1.1K | — | 0.0% |
| 661 | Wealth Enhancement Services#661 · 5 sh | 5 | $1.1K | — | 0.0% |
| 662 | Silver Grove Financial Group#662 · 5 sh | 5 | $1.1K | <0.01% | New |
| 663 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#663 · 5 sh | 5 | $1.1K | <0.01% | +150.0% |
| 664 | Capital Advisors, Ltd.#664 · 5 sh | 5 | $1.0K | <0.01% | 0.0% |
| 665 | Clark Wealth Partners#665 · 4 sh | 4 | $908.00 | — | 0.0% |
| 666 | 1015 Capital Partners#666 · 4 sh | 4 | $908.00 | <0.01% | 0.0% |
| 667 | Dunhill Financial#667 · 3 sh | 3 | $785.00 | <0.01% | 0.0% |
| 668 | CoreCap Advisors#668 · 3 sh | 3 | $681.00 | — | New |
| 669 | Trifecta Capital Advisors#669 · 3 sh | 3 | $681.00 | — | New |
| 670 | Buck Wealth Strategies#670 · 3 sh | 3 | $681.00 | <0.01% | New |
| 671 | Arlington#671 · 3 sh | 3 | $681.00 | — | 0.0% |
| 672 | Valued Wealth Advisors#672 · 3 sh | 3 | $681.00 | <0.01% | 0.0% |
| 673 | Principia Wealth Advisory#673 · 3 sh | 3 | $681.00 | <0.01% | 0.0% |
| 674 | HIGHLINE WEALTH PARTNERS#674 · 3 sh | 3 | $681.00 | — | 0.0% |
| 675 | HARBOUR INVESTMENTS#675 · 3 sh | 3 | $681.00 | 0.00% | +50.0% |
| 676 | BIRCHBROOK#676 · 2 sh | 2 | $535.00 | — | 0.0% |
| 677 | MOTCO#677 · 2 sh | 2 | $454.00 | 0.00% | New |
| 678 | Bogart Wealth#678 · 2 sh | 2 | $454.00 | 0.00% | -33.3% |
| 679 | Colonial / SC#679 · 2 sh | 2 | $454.00 | <0.01% | 0.0% |
| 680 | American Capital Advisory#680 · 2 sh | 2 | $454.00 | <0.01% | 0.0% |
| 681 | Seneschal Advisors#681 · 2 sh | 2 | $454.00 | <0.01% | 0.0% |
| 682 | Signature Equity Partners#682 · 2 sh | 2 | $454.00 | <0.01% | +100.0% |
| 683 | DecisionPoint Financial#683 · 2 sh | 2 | $450.00 | — | New |
| 684 | Halbert, Hargrove/Russell#684 · 2 sh | 2 | $434.00 | — | New |
| 685 | MV CAPITAL MANAGEMENT#685 · 1 sh | 1 | $227.00 | 0.00% | 0.0% |
| 686 | TFC Financial Management#686 · 1 sh | 1 | $227.00 | — | 0.0% |
| 687 | MARYLAND CAPITAL ADVISORS#687 · 1 sh | 1 | $227.00 | — | — |
| 688 | Redwood Park Advisors#688 · 1 sh | 1 | $227.00 | <0.01% | 0.0% |
| 689 | Planning Strategies#689 · 1 sh | 1 | $227.00 | — | — |
| 690 | COMPASS FINANCIAL MANAGEMENT#690 · 1 sh | 1 | $227.00 | 0.00% | — |
| 691 | Navigoe#691 · 3 sh | 3 | $0.00 | 0.00% | New |
| 692 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#692 · 102,562 sh | 102,562 | — | — | -21.3% |
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.