Innovex International, Inc. (INVX) — Institutional Holders, Q2 2026 (page 3)
224 institutional investment managers reported a INVX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 224. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
INVX 13F holders ranked 201–224 of 224
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SIMPLEX TRADING#201 · 52 sh | 52 | $1.3K | 0.00% | -54.8% |
| 202 | Silver Grove Financial Group#202 · 48 sh | 48 | $1.2K | <0.01% | New |
| 203 | NBC SECURITIES#203 · 45 sh | 45 | $1.1K | — | New |
| 204 | Physician Wealth Advisors#204 · 43 sh | 43 | $1.1K | — | 0.0% |
| 205 | Cornerstone Planning Group#205 · 36 sh | 36 | $979.00 | — | 0.0% |
| 206 | ROTHSCHILD INVESTMENT#206 · 28 sh | 28 | $694.00 | 0.00% | -69.9% |
| 207 | FARMERS & MERCHANTS INVESTMENTS#207 · 23 sh | 23 | $570.00 | — | 0.0% |
| 208 | ASSETMARK#208 · 22 sh | 22 | $546.00 | — | 0.0% |
| 209 | RAFFA WEALTH MANAGEMENT#209 · 21 sh | 21 | $521.00 | <0.01% | 0.0% |
| 210 | Rialto Wealth Management#210 · 18 sh | 18 | $447.00 | <0.01% | New |
| 211 | MassMutual Private Wealth & , FSB#211 · 16 sh | 16 | $397.00 | — | 0.0% |
| 212 | Essential Partners#212 · 15 sh | 15 | $372.00 | — | -87.5% |
| 213 | Plante Moran Financial Advisors#213 · 14 sh | 14 | $347.00 | 0.00% | New |
| 214 | JONES FINANCIAL COMPANIES LLLP#214 · 13 sh | 13 | $331.00 | 0.00% | 0.0% |
| 215 | IFP Advisors#215 · 10 sh | 10 | $248.00 | — | -61.5% |
| 216 | GILPIN WEALTH MANAGEMENT#216 · 10 sh | 10 | $248.00 | — | 0.0% |
| 217 | Clearstead Advisors#217 · 4 sh | 4 | $100.00 | 0.00% | New |
| 218 | Caitong International Asset Management , Ltd#218 · 4 sh | 4 | $99.00 | 0.00% | New |
| 219 | Stone House Investment Management#219 · 3 sh | 3 | $74.00 | — | 0.0% |
| 220 | Ankerstar Wealth#220 · 3 sh | 3 | $74.00 | <0.01% | 0.0% |
| 221 | Fortitude Family Office#221 · 2 sh | 2 | $50.00 | — | New |
| 222 | Institute for Wealth Management#222 · 1 sh | 1 | $27.00 | 0.00% | New |
| 223 | Wealth Enhancement Services#223 · 1 sh | 1 | $25.00 | — | New |
| 224 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#224 · 49,699 sh | 49,699 | — | — | +42.6% |
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.