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Disclosery

IEX IDEX CORP

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Stock (common), issuer CIK 832101

655 managers (678 13F filers) reported a position in IEX shares at 2026-03-31, 74,894,910 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
655
13F filers
678
New
100
Added
232
Reduced
208
Sold out
57
Shares held by filers
74,894,910

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FINANCIAL CONSULATE, INC14$2.65K<0.01%+213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$2.65K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC14$2.65K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC14$2.65K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC14$2.65K<0.01%+913F-HRTimeline
Sachetta, LLC13$2.46K<0.01%013F-HRTimeline
Manchester Capital Management LLC12$2.27K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC12$2.27K<0.01%-10013F-HRTimeline
Physician Wealth Advisors, Inc.12$2.27K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC12$2.27K<0.01%+513F-HRTimeline
Cornerstone Planning Group LLC10$2.16K<0.01%+913F-HRTimeline
Bell Investment Advisors, Inc11$2.09K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.11$2.09K<0.01%-113F-HRTimeline
Richardson Capital Management LLC11$2.08K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC13$2K<0.01%-3013F-HRTimeline
Lloyd Advisory Services, LLC.10$1.97K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.10$1.97K<0.01%013F-HRTimeline
Asset Dedication, LLC10$1.9K<0.01%013F-HRTimeline
Aspect Partners, LLC10$1.9K<0.01%013F-HRTimeline
Kilter Group LLC10$1.9K<0.01%+713F-HRTimeline
Arax Advisory Partners6$1.53K<0.01%-11913F-HRTimeline
Burk Holdings LLC8$1.52K<0.01%new13F-HRTimeline
Networth Advisors, LLC7$1.33K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.6$1.14K<0.01%new13F-HRTimeline
Bayforest Capital Ltd6$1.14K<0.01%new13F-HRTimeline
Avion Wealth9$1K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC5$1K<0.01%013F-HRTimeline
Nemes Rush Group LLC5$948<0.01%013F-HRTimeline
IMG Wealth Management, Inc.5$948<0.01%+213F-HRTimeline
Wealth Enhancement Trust Services, Inc.5$948<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$948<0.01%+213F-HRTimeline
Clark Wealth Partners4$759<0.01%013F-HRTimeline
1015 Capital Partners, LLC4$758<0.01%+113F-HRTimeline
Dunhill Financial, LLC3$746<0.01%-113F-HRTimeline
Bogart Wealth, LLC3$569<0.01%013F-HRTimeline
SHP Wealth Management3$569<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3$569<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC3$569<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$569<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$569<0.01%new13F-HRTimeline
BIRCHBROOK, INC.2$447<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2$385<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2$384<0.01%new13F-HRTimeline
First Pacific Financial2$380<0.01%new13F-HRTimeline
American Capital Advisory, LLC2$380<0.01%+113F-HRTimeline
Seneschal Advisors, LLC2$380<0.01%+113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2$379<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC2$379<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$190<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$190<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$190<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$190<0.01%013F-HRTimeline
Signature Equity Partners, LLC1$190<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,565$1.54K-5213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.