Skip to content
Disclosery

IEX IDEX CORP

Follow

Stock (common), issuer CIK 832101

667 managers (691 13F filers) reported a position in IEX shares at 2026-06-30, 74,951,504 shares in all. 84 filers opened a position and 69 filers sold out during the quarter.

Managers
667
13F filers
691
New
84
Added
255
Reduced
210
Sold out
69
Shares held by filers
74,951,504

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUMMIT SECURITIES GROUP LLC21$4.77K<0.01%+913F-HRTimeline
Cedar Mountain Advisors, LLC21$4.77K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC21$4.77K<0.01%013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC20$4.54K<0.01%+613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19$4.31K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19$4.31K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.17$3.86K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC15$3.4K<0.01%+213F-HRTimeline
JPL Wealth Management, LLC15$3.4K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15$3.4K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC15$3.4K<0.01%+313F-HRTimeline
Creative Capital Management Investments…15$3.4K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC14$3.18K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.14$3.18K<0.01%+213F-HRTimeline
Private Wealth Management Group, LLC14$3.18K<0.01%013F-HRTimeline
Avion Wealth17$3K<0.01%+813F-HRTimeline
Sachetta, LLC13$2.95K<0.01%013F-HRTimeline
Manchester Capital Management LLC12$2.72K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$2.72K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc11$2.5K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.10$2.37K<0.01%013F-HRTimeline
Asset Dedication, LLC10$2.27K<0.01%013F-HRTimeline
Anchor Investment Management, LLC10$2.27K<0.01%new13F-HRTimeline
Kilter Group LLC10$2.27K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC10$2.27K<0.01%+513F-HRTimeline
Cornerstone Planning Group LLC10$2.23K<0.01%013F-HRTimeline
Burk Holdings LLC8$1.82K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.7$1.62K<0.01%-3013F-HRTimeline
SHP Wealth Management7$1.59K<0.01%+413F-HRTimeline
AMERIFLEX GROUP, INC.7$1.59K<0.01%new13F-HRTimeline
Networth Advisors, LLC7$1.59K<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$1.36K<0.01%+513F-HRTimeline
BOK Financial Private Wealth, Inc.5$1.14K<0.01%new13F-HRTimeline
Nemes Rush Group LLC5$1.14K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.5$1.14K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.5$1.14K<0.01%013F-HR/ATimeline
Silver Grove Financial Group, Inc.5$1.14K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5$1.12K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC5$1K<0.01%013F-HRTimeline
Clark Wealth Partners4$908<0.01%013F-HRTimeline
1015 Capital Partners, LLC4$908<0.01%013F-HRTimeline
Dunhill Financial, LLC3$785<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3$681<0.01%+113F-HRTimeline
CoreCap Advisors, LLC3$681<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC3$681<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC3$681<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3$681<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC3$681<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$681<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$681<0.01%013F-HRTimeline
BIRCHBROOK, INC.2$535<0.01%013F-HRTimeline
MOTCO2$454<0.01%new13F-HRTimeline
Bogart Wealth, LLC2$454<0.01%-113F-HRTimeline
American Capital Advisory, LLC2$454<0.01%013F-HRTimeline
Seneschal Advisors, LLC2$454<0.01%013F-HRTimeline
Signature Equity Partners, LLC2$454<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC2$450<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$434<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$227<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.1$227<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$227<0.01%13F-HRTimeline
Redwood Park Advisors LLC1$227<0.01%013F-HRTimeline
Planning Strategies Inc.1$227<0.01%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1$227<0.01%13F-HRTimeline
Navigoe, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,697$2.06K+13213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Coppell Advisory Solutions LLC10$1.32Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.