Public record / Tickers / IEX

IEX — IDEX CORP /DE/

Both disclosure regimes on one name: who in Congress filed about IEX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming IEX
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-03-31 → filed 2025-04-11. Ranked over every IEX row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IEX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-31 +11d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in IEX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IEX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · IEX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · IDEX CORP

Merged timeline of congressional filings and notable-manager moves on IEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+3,430 sh
2026-05-14Caxton Associates 13Fnew+1,075 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IEX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$920M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$714M1
4PRIMECAP MANAGEMENT CO/CA/$626M1
5STATE STREET CORP$608M1
6MORGAN STANLEY$587M1
7GEODE CAPITAL MANAGEMENT, LLC$395M1
8MILLENNIUM MANAGEMENT LLC$378M1
9NORDEA INVESTMENT MANAGEMENT AB$349M1
10WELLINGTON MANAGEMENT GROUP LLP$330M1
11Invesco Ltd.$308M1
12VICTORY CAPITAL MANAGEMENT INC$287M1
13Amundi$231M1
14JANE STREET GROUP, LLC$221M1
15BANK OF AMERICA CORP /DE/$207M1
16Point72 Asset Management, L.P.$157M1
17BALYASNY ASSET MANAGEMENT L.P.$155M1
18DIMENSIONAL FUND ADVISORS LP$155M1
19CITADEL ADVISORS LLC$153M1
20FENIMORE ASSET MANAGEMENT INC$151M1
21NORTHERN TRUST CORP$143M1
22FLOSSBACH VON STORCH SE$140M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$137M1
24Fisher Asset Management, LLC$134M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$133M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$130M1
27FIRST TRUST ADVISORS LP$128M1
28Pictet Asset Management Holding SA$124M1
29UBS Group AG$122M1
30Champlain Investment Partners, LLC$121M1
31Alecta Tjanstepension Omsesidigt$110M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$106M1
33Alyeska Investment Group, L.P.$98.1M1
34TWO SIGMA INVESTMENTS, LP$94.3M1
35Legal & General Group Plc$89.3M1
36SNYDER CAPITAL MANAGEMENT L P$85.9M1
37DEUTSCHE BANK AG\$81.9M1
38WESTFIELD CAPITAL MANAGEMENT CO LP$80.8M1
39VANGUARD FIDUCIARY TRUST CO$79.9M1
40Schonfeld Strategic Advisors LLC$78.8M1
41Bank of New York Mellon Corp$77.0M1
42Robeco Schweiz AG$71.9M1
43DEPRINCE RACE & ZOLLO INC$66.2M1
44BARCLAYS PLC$65.5M1
45Findlay Park Partners LLP$62.9M1
46STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$61.9M1
47HSBC HOLDINGS PLC$56.2M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$50.7M1
49WEITZ INVESTMENT MANAGEMENT, INC.$50.1M1
50Qube Research & Technologies Ltd$48.3M1
51AQR CAPITAL MANAGEMENT LLC$47.9M1
52JOHNSON INVESTMENT COUNSEL INC$46.2M1
53Corient Private Wealth LLC$44.6M1
54Interval Partners, LP$44.2M1
55Nuveen, LLC$41.9M1
56Swiss National Bank$41.6M1
57Freestone Grove Partners LP$41.2M1
58Allianz Asset Management GmbH$39.8M1
59Evelyn Partners Investment Management LLP$38.9M1
60Sone Capital Management, LLC$38.6M1
61Ensign Peak Advisors, Inc$38.0M1
62FMR LLC$35.9M1
63BLI - Banque de Luxembourg Investments$33.3M1
64AMERICAN CENTURY COMPANIES INC$33.1M1
65KING LUTHER CAPITAL MANAGEMENT CORP$32.6M1
66ASR Vermogensbeheer N.V.$32.5M1
67BROWN ADVISORY INC$32.5M1
68CIBC Bancorp USA Inc.$32.4M1
69FIL Ltd$32.3M1
70Mitsubishi UFJ Asset Management Co., Ltd.$31.6M1
71Vanguard Global Advisers, LLC$31.0M1
72Sumitomo Mitsui Trust Group, Inc.$30.3M1
73CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.3M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$27.4M1
75Assenagon Asset Management S.A.$25.5M1
76NICHOLAS COMPANY, INC.$25.1M1
77Regents Gate Capital LLP$24.7M1
78Zurcher Kantonalbank (Zurich Cantonalbank)$24.5M1
79VANGUARD ASSET MANAGEMENT, Ltd$23.2M1
80MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$22.4M1
81Quantinno Capital Management LP$21.7M1
82Port Capital LLC$21.0M1
83ExodusPoint Capital Management, LP$20.7M1
84Curi Capital, LLC$19.7M1
85EVENTIDE ASSET MANAGEMENT, LLC$19.1M1
86SEI INVESTMENTS CO$18.4M1
87Redwood Grove Capital, LLC$17.5M1
88BNP Paribas Asset Management Holding S.A.$17.1M1
89ROYAL BANK OF CANADA$17.0M1
90PRINCIPAL FINANCIAL GROUP INC$16.7M1
91St. James Investment Company, LLC$16.7M1
92AMERIPRISE FINANCIAL INC$16.7M1
93J. Goldman & Co LP$16.6M1
94CITIGROUP INC$16.4M1
95RENAISSANCE TECHNOLOGIES LLC$16.0M1
96NEW YORK STATE COMMON RETIREMENT FUND$15.9M1
97Janus Henderson Group Ltd.$15.4M1
98ALLIANCEBERNSTEIN L.P.$15.1M1
99Congruence Capital, LLC$14.6M1
100ENVESTNET ASSET MANAGEMENT INC$14.0M1
101DANSKE BANK A/S$13.9M1
102Longaeva Partners L.P.$13.8M1
103ADAGE CAPITAL PARTNERS GP, L.L.C.$12.7M1
104STATE OF WISCONSIN INVESTMENT BOARD$12.6M1
105Candriam S.C.A.$12.4M1
106GLENMEDE TRUST CO NA$12.2M1
107AVIVA PLC$12.2M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.6M1
109Graham Capital Management, L.P.$11.4M1
110Korea Investment CORP$11.1M1
111D. E. Shaw & Co., Inc.$10.9M1
112Swedbank AB$10.7M1
113DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$10.4M1
114Aberdeen Group plc$10.4M1
115Squarepoint Ops LLC$10.0M1
116BAMCO INC /NY/$10.0M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.8M1
118Gotham Asset Management, LLC$9.1M1
119BANK OF MONTREAL /CAN/$8.7M1
120Eurizon Capital SGR S.p.A.$8.6M1
121NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.6M1
122NUANCE INVESTMENTS, LLC$8.5M1
123FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.4M1
124Jefferies Financial Group Inc.$8.2M1
125DUFF & PHELPS INVESTMENT MANAGEMENT CO$8.1M1
126DnB Asset Management AS$8.0M1
127SMA Capital LLC$8.0M1
128Creative Planning$7.9M1
129Boston Partners$7.8M1
130NATIONAL BANK OF CANADA /FI/$7.6M1
131SCOPUS ASSET MANAGEMENT, L.P.$7.6M1
132HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.5M1
133Verition Fund Management LLC$7.3M1
134ROYAL LONDON ASSET MANAGEMENT LTD$7.2M1
135WELLS FARGO & COMPANY/MN$7.2M1
136Chevy Chase Trust Holdings, LLC$7.0M1
137PRUDENTIAL FINANCIAL INC$7.0M1
138Clarkston Capital Partners, LLC$6.9M1
139PRUDENTIAL PLC$6.8M1
140Vanguard Investments Australia, Ltd.$6.7M1
141Tredje AP-fonden$6.5M1
142SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.3M1
143APG Asset Management N.V.$6.3M1
144Asset Management One Co., Ltd.$6.3M1
145Mitsubishi UFJ Trust & Banking Corp$5.7M1
146ICICI Prudential Asset Management Co Ltd$5.4M1
147TD ASSET MANAGEMENT INC$5.4M1
148NISA INVESTMENT ADVISORS, LLC$5.4M1
149Aquatic Capital Management LLC$5.4M1
150Taproot Management LP$5.4M1
151VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.3M1
152KLP KAPITALFORVALTNING AS$5.1M1
153CREDIT AGRICOLE S A$5.1M1
154NOMURA ASSET MANAGEMENT CO LTD$4.7M1
155Swiss Life Asset Management Ltd$4.6M1
156B. Metzler seel. Sohn & Co. AG$4.6M1
157State of New Jersey Common Pension Fund D$4.6M1
158Resona Asset Management Co.,Ltd.$4.6M1
159PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.5M1
160Vontobel Holding Ltd.$4.5M1
161Evelyn Partners Investment Management Services Ltd$4.5M1
162Lansforsakringar Fondforvaltning AB (publ)$4.4M1
163TORONTO DOMINION BANK$4.4M1
164Covea Finance$4.3M1
165IFM Investors Pty Ltd$4.3M1
166VOYA INVESTMENT MANAGEMENT LLC$4.2M1
167Walleye Capital LLC$4.1M1
168NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.0M1
169Czech National Bank$3.9M1
170Arizona State Retirement System$3.9M1
171SummitTX Capital, L.P.$3.8M1
172FRANKLIN STREET ADVISORS INC /NC$3.8M1
173K.J. Harrison & Partners Inc$3.8M1
174TRUIST FINANCIAL CORP$3.8M1
175STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
176Y-Intercept (Hong Kong) Ltd$3.6M1
177Cerity Partners LLC$3.5M1
178Trexquant Investment LP$3.4M1
179CIBC Asset Management Inc$3.4M1
180MetLife Investment Management, LLC$3.3M1
181COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
182Mirae Asset Global Investments Co., Ltd.$3.2M1
183Morningstar Investment Management LLC$3.2M1
184GHP Investment Advisors, Inc.$3.1M1
185HEARTLAND ADVISORS INC$3.1M1
186Connor, Clark & Lunn Investment Management Ltd.$3.0M1
187Zurich Insurance Group Ltd/FI$3.0M1
188LPL Financial LLC$3.0M1
189Retirement Systems of Alabama$3.0M1
190FIFTH THIRD BANCORP$3.0M1
191Aristotle Capital Boston, LLC$3.0M1
192SEB Asset Management AB$2.9M1
193CWM, LLC$2.8M1
194Daiwa Securities Group Inc.$2.8M1
195CANADA PENSION PLAN INVESTMENT BOARD$2.7M1
196MEEDER ASSET MANAGEMENT INC$2.6M1
197Atom Investors LP$2.6M1
198L. Roy Papp & Associates, LLP$2.5M1
199LECAP ASSET MANAGEMENT LTD$2.5M1
200EXCHANGE TRADED CONCEPTS, LLC$2.5M1
201Man Group plc$2.3M1
202XPONANCE LLC$2.3M1
203Utah Retirement Systems$2.3M1
204Baader Bank Aktiengesellschaft$2.3M1
205ProShare Advisors LLC$2.3M1
206PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
207Quantbot Technologies LP$2.3M1
208Baird Financial Group, Inc.$2.3M1
209COLDSTREAM CAPITAL MANAGEMENT INC$2.3M1
210Qsemble Capital Management, LP$2.2M1
211Henshaw Capital LLC$2.2M1
212RAYMOND JAMES FINANCIAL INC$2.1M1
213MERCER GLOBAL ADVISORS INC /ADV$2.1M1
214Financiere des Professionnels - Fonds d'investissement inc.$2.1M1
215Focus Partners Wealth$2.1M1
216Rakuten Investment Management, Inc.$2.1M1
217Polar Asset Management Partners Inc.$2.0M1
218Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
219UniSuper Management Pty Ltd$2.0M1
220Mariner, LLC$2.0M1
221Callan Family Office, LLC$2.0M1
222BANK OF NOVA SCOTIA$2.0M1
223BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
224WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
225NEOS Investment Management LLC$1.9M1
226QRG CAPITAL MANAGEMENT, INC.$1.8M1
227ING GROEP NV$1.8M1
228NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
229GUYASUTA INVESTMENT ADVISORS INC$1.8M1
230STOREBRAND ASSET MANAGEMENT AS$1.8M1
231NATIXIS$1.8M1
232MACQUARIE GROUP LTD$1.8M1
233Summit Trail Advisors, LLC$1.7M1
234Legacy Wealth Management, LLC / MS$1.7M1
235OMERS ADMINISTRATION Corp$1.7M1
236National Pension Service$1.7M1
237Vest Financial, LLC$1.7M1
238OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
239Empowered Funds, LLC$1.6M1
240OP Asset Management Ltd$1.6M1
241YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
242MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
243Tower Research Capital LLC (TRC)$1.5M1
244Tidal Investments LLC$1.4M1
245OSAIC HOLDINGS, INC.$1.4M1
246Quadrature Capital Ltd$1.4M1
247Waratah Capital Advisors Ltd.$1.4M1
248iSAM Funds (UK) Ltd$1.4M1
249ABN AMRO INVESTMENT SOLUTIONS$1.4M1
250Crossmark Global Holdings, Inc.$1.4M1
251Glenview Trust Co$1.3M1
252INTRUST BANK NA$1.3M1
253Diversified Trust Co$1.3M1
254M&T BANK CORP$1.3M1
255Pathstone Holdings, LLC$1.3M1
256BARD ASSOCIATES INC$1.2M1
257MONTAG A & ASSOCIATES INC$1.2M1
258Ethic Inc.$1.2M1
259Brevan Howard Capital Management LP$1.2M1
260Metis Global Partners, LLC$1.2M1
261FRANKLIN RESOURCES INC$1.2M1
262Tevis Investment Management$1.2M1
263EDENTREE ASSET MANAGEMENT Ltd$1.1M1
264PANAGORA ASSET MANAGEMENT INC$1.1M1
265TWO SIGMA SECURITIES, LLC$1.1M1
266NOMURA HOLDINGS INC$1.1M1
267CIBC WORLD MARKET INC.$1.1M1
268Federation des caisses Desjardins du Quebec$1.1M1
269Sierra Legacy Group$1.0M1
270FOX RUN MANAGEMENT, L.L.C.$1.0M1
271Investment Management Corp of Ontario$1.0M1
272BARTLETT & CO. WEALTH MANAGEMENT LLC$981K1
273Waverly Advisors, LLC$947K1
274Compass Ion Advisors, LLC$933K1
275Rafferty Asset Management, LLC$924K1
276Norinchukin Bank, The$881K1
277Vanguard Personalized Indexing Management, LLC$876K1
278IEQ CAPITAL, LLC$874K1
279US BANCORP \DE\$870K1
280MIZUHO SECURITIES USA LLC$858K1
281INTECH INVESTMENT MANAGEMENT LLC$828K1
282BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$823K1
283Fieldview Capital Management, LLC$818K1
284GROUPAMA ASSET MANAGMENT$817K1
285HighTower Advisors, LLC$812K1
286HARTFORD INVESTMENT MANAGEMENT CO$804K1
287DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$798K1
288Sepio Capital, LP$798K1
289Allspring Global Investments Holdings, LLC$768K1
290MAIRS & POWER INC$758K1
291&PARTNERS$754K1
292111 Capital$754K1
293MML INVESTORS SERVICES, LLC$753K1
294Wealthfront Advisers LLC$740K1
295Vident Advisory, LLC$740K1
296Maryland State Retirement & Pension System$725K1
297FIRST MANHATTAN CO. LLC.$716K1
298Rockefeller Capital Management L.P.$700K1
299INCEPTIONR LLC$697K1
300Dai-ichi Life Insurance Company, Ltd$692K1
301WASHINGTON CAPITAL MANAGEMENT, INC$635K1
302BLAIR WILLIAM & CO/IL$627K1
303RICE HALL JAMES & ASSOCIATES, LLC$627K1
304Oak Thistle LLC$621K1
305DUNCKER STREETT & CO INC$617K1
306Segment Wealth Management, LLC$611K1
307OSSIAM$607K1
308Brooklyn Investment Group$604K1
309Concentric Capital Strategies, LP$603K1
310Sequoia Financial Advisors, LLC$600K1
311Laird Norton Wetherby Trust Company, LLC$590K1
312MUFG Securities EMEA plc$586K1
313Robeco Institutional Asset Management B.V.$584K1
314Net Worth Advisory Group$571K1
315MASSACHUSETTS FINANCIAL SERVICES CO /MA/$564K1
316E. Ohman J:or Asset Management AB$557K1
317Sandhill Capital Partners LLC$551K1
318OPPENHEIMER ASSET MANAGEMENT INC.$550K1
319Chicago Partners Investment Group LLC$548K1
320TECTONIC ADVISORS LLC$536K1
321Cetera Investment Advisers$531K1
322Saudi Central Bank$524K1
323WCM INVESTMENT MANAGEMENT, LLC$512K1
324S-Bank Fund Management Ltd$511K1
325Scientech Research LLC$509K1
326KESTRA PRIVATE WEALTH SERVICES, LLC$509K1
327TOKIO MARINE ASSET MANAGEMENT CO LTD$508K1
328Engineers Gate Manager LP$503K1
329WINTON GROUP Ltd$502K1
330MACKENZIE FINANCIAL CORP$501K1
331Sterling Capital Management LLC$484K1
332ROCKLAND TRUST CO$482K1
333Empirical Finance, LLC$477K1
334Sanctuary Advisors, LLC$463K1
335HB Wealth Management, LLC$457K1
336COMMERCE BANK$457K1
337UNITED CAPITAL FINANCIAL ADVISORS, LLC$456K1
338NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$454K1
339AE Wealth Management LLC$454K1
340O'SHAUGHNESSY ASSET MANAGEMENT, LLC$454K1
341Dynamic Technology Lab Private Ltd$450K1
342Merit Financial Group, LLC$445K1
343FAGAN ASSOCIATES, INC.$444K1
344Camelot Portfolios, LLC$442K1
345NORTHSTAR ASSET MANAGEMENT INC$440K1
346Guinness Asset Management LTD$422K1
347Salvus Wealth Management, LLC$421K1
348GATEWAY INVESTMENT ADVISERS LLC$419K1
349North Dakota State Investment Board$419K1
350EVERGREEN CAPITAL MANAGEMENT LLC$409K1
351EVOLVE PRIVATE WEALTH, LLC$403K1
352MQS Management LLC$398K1
353Avior Wealth Management, LLC$396K1
354Atria Investments, Inc$394K1
355ASSETMARK, INC$393K1
356MUFG SECURITIES AMERICAS INC.$393K1
357BEACON FINANCIAL GROUP$389K1
358SECURIAN ASSET MANAGEMENT, INC$388K1
359Phoenix Financial Ltd.$372K1
360Lighthouse Investment Partners, LLC$352K1
361Meiji Yasuda Asset Management Co Ltd.$351K1
362TEACHER RETIREMENT SYSTEM OF TEXAS$332K1
363Ballentine Partners, LLC$329K1
364Procyon Advisors, LLC$318K1
365ICW Investment Advisors LLC$315K1
366Canada Post Corp Registered Pension Plan$313K1
367Diametric Capital, LP$311K1
368Meeder Advisory Services, Inc.$301K1
369nVerses Capital, LLC$288K1
370Smartleaf Asset Management LLC$287K1
371BAHL & GAYNOR INC$286K1
372Checchi Capital Advisers, LLC$285K1
373Bull Harbor Capital LLC$284K1
374EP Wealth Advisors, LLC$284K1
375COMMONWEALTH EQUITY SERVICES, LLC$281K1
376RMR Wealth Builders$277K1
377Advisory Alpha, LLC$268K1
378Wallington Asset Management, LLC$265K1
379Hartree Partners, LP$265K1
380EQUITABLE TRUST CO$259K1
381OneAscent Investment Solutions LLC$256K1
382Caerus Investment Advisors, LLC$252K1
383Frec Markets, Inc.$248K1
384BOOTHBAY FUND MANAGEMENT, LLC$245K1
385FIDUCIARY TRUST CO$243K1
386PATTON FUND MANAGEMENT, INC.$241K1
387LGT Group Foundation$241K1
388Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$239K1
389STIFEL FINANCIAL CORP$238K1
390SHEETS SMITH WEALTH MANAGEMENT$233K1
391Quadcap Wealth Management, LLC$233K1
392ARTHUR M. COHEN & ASSOCIATES, LLC$230K1
393Sagewood Asset Management LP$230K1
394OSLO PENSJONSFORSIKRING AS$228K1
395PFG Investments, LLC$228K1
396Bank Julius Baer & Co. Ltd, Zurich$227K1
397MASTERINVEST Kapitalanlage GmbH$225K1
398Everhart Financial Group, Inc.$223K1
399NorthCrest Asset Manangement, LLC$222K1
400Krilogy Financial LLC$217K1
401STUDIO INVESTMENT MANAGEMENT LLC$215K1
402CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$213K1
403MANNING & NAPIER ADVISORS LLC$204K1
404CAXTON ASSOCIATES LLP$204K1
405Perigon Wealth Management, LLC$204K1
406JOURNEY STRATEGIC WEALTH LLC$203K1
407Cadent Capital Advisors, LLC$203K1
408Sovereign's Capital Management, LLC$202K1
409Siemens Fonds Invest GmbH$198K1
410QUADRANT CAPITAL GROUP LLC$184K1
411VAN ECK ASSOCIATES CORP$178K1
412Ameritas Investment Partners, Inc.$127K1
413Allworth Financial LP$125K1
414SIGNATUREFD, LLC$118K1
415NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$110K1
416Larson Financial Group LLC$106K1
417MATHER GROUP, LLC.$92.5K1
418Annis Gardner Whiting Capital Advisors, LLC$80.0K1
419Orion Capital Management LLC$78.3K1
420Generali Asset Management SPA SGR$77.0K1
421ECOFI INVESTISSEMENTS SA$75.8K1
422Blue Trust, Inc.$74.3K1
423SITTNER & NELSON, LLC$73.7K1
424Destiny Wealth Partners, LLC$69.2K1
425TEMA ETFS LLC$68.4K1
426Steward Partners Investment Advisory, LLC$63.7K1
427GODSEY & GIBB, INC$61.6K1
428FEDERATED HERMES, INC.$59.5K1
429THRIVENT FINANCIAL FOR LUTHERANS$56.0K1
430CENTRAL TRUST Co$53.3K1
431VEGA INVESTMENT SOLUTIONS$43.6K1
432CYBER HORNET ETFs LLC$39.3K1
433UMB Bank, n.a.$39.0K1
434Cromwell Holdings LLC$38.5K1
435Union Bancaire Privee, UBP SA$36.8K1
436Vanguard National Trust Co$32.8K1
437Parkside Financial Bank & Trust$30.9K1
438Spire Wealth Management$29.6K1
439SJS Investment Consulting Inc.$28.2K1
440Optiver Holding B.V.$26.5K1
441DT Investment Partners, LLC$25.8K1
442MAI Capital Management$23.3K1
443Premier Fund Managers Ltd$23.3K1
444Evelyn Partners Investment Management (Europe) Ltd$22.7K1
445Pinnacle Wealth Planning Services, Inc.$22.6K1
446Leonteq Securities AG$22.2K1
447Quarry LP$22.0K1
448DekaBank Deutsche Girozentrale$21.8K1
449HARVEY INVESTMENT CO LLC$21.3K1
450Rakuten Securities, Inc.$19.5K1
451TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$19.0K1
452HRT FINANCIAL LP$18.5K1
453Hillsdale Investment Management Inc.$17.1K1
454Caldwell Trust Co$16.1K1
455PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$15.5K1
456SPEECE THORSON CAPITAL GROUP INC$15.2K1
457CVA Family Office, LLC$14.8K1
458WPG Advisers, LLC$14.8K1
459Owl Creek Wealth Partners LLC$13.3K1
460True Wealth Design, LLC$13.1K1
461Quest 10 Wealth Builders, Inc.$12.3K1
462AMERICAN NATIONAL BANK & TRUST$11.8K1
463Frazier Financial Advisors, LLC$11.2K1
464Key FInancial Inc$11.0K1
465WEBSTER BANK, N. A.$10.2K1
466FARMERS & MERCHANTS INVESTMENTS INC$10.2K1
467NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.2K1
468TD Waterhouse Canada Inc.$9.6K1
469Meramec Financial Planners, LLC$9.5K1
470PRIVATE TRUST CO NA$8.3K1
471CANADA LIFE ASSURANCE Co$8.3K1
472Activest Wealth Management$8.2K1
473Keating Financial Advisory Services, Inc.$7.6K1
474Investors Research Corp$7.4K1
475MTM Investment Management, LLC$7.4K1
476Strengthening Families & Communities, LLC$7.1K1
477Geneos Wealth Management Inc.$7.0K1
478JFS WEALTH ADVISORS, LLC$6.6K1
479Cherry Tree Wealth Management, LLC$6.6K1
480Heritage Wealth Advisors$6.6K1
481Salomon & Ludwin, LLC$6.5K1
482Transamerica Financial Advisors, LLC$6.3K1
483Clearstead Advisors, LLC$6.3K1
484Treasurer of the State of North Carolina$6.1K1
485Crewe Advisors LLC$5.7K1
486Mn Services Vermogensbeheer B.V.$5.5K1
487LORD, ABBETT & CO. LLC$5.2K1
488ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.9K1
489Prestige Wealth Management Group LLC$4.6K1
490ACADIAN ASSET MANAGEMENT LLC$4.5K1
491Sapience Investments, LLC$4.2K1
492NATIXIS ADVISORS, LLC$4.0K1
493JONES FINANCIAL COMPANIES LLLP$3.2K1
494SBI Securities Co., Ltd.$3.2K1
495DELTA ASSET MANAGEMENT LLC/TN$2.8K1
496Pier Capital, LLC$2.8K1
497FINANCIAL CONSULATE, INC$2.7K1
498ELEVATION WEALTH PARTNERS, LLC$2.7K1
499Private Wealth Management Group, LLC$2.7K1
500Rialto Wealth Management, LLC$2.7K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IEX

RETAINED WINDOW · ACTIVE HITS

Zero hits on IEX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IEX · financials and macro

Financials — as filed PLANNED

IEX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IEX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing