Vault-13

IDEX CORP IEX

COM · Common Stock · CUSIP 45167R104 · ISIN US45167R1041

Publicly listed company that makes fluidics systems and specialty engineered products

622 institutional holders -19 vs Q2 2023
74,244,82374.2m shares reported held*
98.2% of all shares outstanding*
$15.4bnreported value*
42 new 210 added 244 reduced 68 sold out net bought ≈ $218.3m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.8m this quarter). Holder counts are more reliable. Shares outstanding: 75.6m as of 2023-10-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $208.05. Options: 6 managers hold calls ($1.1m notional), 6 hold puts ($4.9m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 558Q4 22: 616Q1 23: 617Q2 23: 641Q3 23: 622622Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022558
Q4 2022616
Q1 2023617
Q2 2023641
Q3 2023622

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 305 bought or addedQ4 22: 214 cut or sold outQ4 22Q1 23: 234 bought or addedQ1 23: 303 cut or sold outQ1 23Q2 23: 284 bought or addedQ2 23: 290 cut or sold outQ2 23Q3 23: 252 bought or addedQ3 23: 312 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022305214
Q1 2023234303
Q2 2023284290
Q3 2023252312

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ4 22 calls: $5.8mQ4 22 puts: $9.0mQ4 22P/C 1.54Q1 23 calls: $3.4mQ1 23 puts: $11.0mQ1 23P/C 3.25Q2 23 calls: $473.6kQ2 23 puts: $2.9mQ2 23P/C 6.14Q3 23 calls: $1.1mQ3 23 puts: $4.9mQ3 23P/C 4.34
Numbers
QuarterCallsPutsP/C
Q4 2022$5.8m$9.0m1.54
Q1 2023$3.4m$11.0m3.25
Q2 2023$473.6k$2.9m6.14
Q3 2023$1.1m$4.9m4.34

Biggest buyers

PRICE T ROWE ASSOCIATES INC /MD/ Added +3,601,963+3.6m
Balyasny Asset Management L.P. Added +686,364+686.4k
AMERIPRISE FINANCIAL INC Added +280,385+280.4k
Amundi Added +262,970+263.0k
Alecta Tjanstepension Omsesidigt New +150,000+150.0k
Ceredex Value Advisors LLC Added +146,218+146.2k
GOLDMAN SACHS GROUP INC Added +144,105+144.1k
GW&K Investment Management, LLC Added +90,466+90.5k
ADAGE CAPITAL PARTNERS GP, L.L.C. New +75,186+75.2k
COMERICA BANK Added +73,963+74.0k

Biggest sellers

ALLIANCEBERNSTEIN L.P. Reduced -514,179-514.2k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -511,408-511.4k
Invesco Ltd. Reduced -366,841-366.8k
FMR LLC Reduced -298,500-298.5k
BROWN ADVISORY INC Reduced -275,724-275.7k
CITADEL ADVISORS LLC Reduced -218,521-218.5k
CIBC Private Wealth Group LLC Reduced -189,909-189.9k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -181,457-181.5k
VANGUARD GROUP INC Reduced -161,176-161.2k
T. Rowe Price Investment Management, Inc. Reduced -147,551-147.6k

Biggest calls

CITADEL ADVISORS LLC Added $728.1k3.5k shares
JANE STREET GROUP, LLC New $270.4k1.3k shares
GROUP ONE TRADING LLC New $83.2k400 shares
CAPSTONE INVESTMENT ADVISORS, LLC New $20.8k100 shares
SIMPLEX TRADING, LLC New $20.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $1.8m8.8k shares
Walleye Trading LLC Added $1.4m6.6k shares
PEAK6 Investments LLC Reduced $769.7k3.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $707.3k3.4k shares
CAPSTONE INVESTMENT ADVISORS, LLC New $187.2k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 7.5% new 5.6m≈ $1.3bn 2026-04-30
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.1% new 3.8m≈ $857.4m 2026-04-29

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (2.3%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 21: 0 buyingQ4 21: 3 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 3 sellingQ1 23: 0 buyingQ1 23: 1 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20210—3$4.5m—
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—3$4.3m—
Q1 20230—1$720.1k—
Q2 20230—0——
Q3 20230—0——

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.05% of their portfolio Valley Forge, PA 9,194,5099.2m $1.9bn $1.9bn 0.05% Reduced -161.2k -161,176
2 PRICE T ROWE ASSOCIATES INC /MD/ 0.20% of their portfolio BALTIMORE, MD 6,575,9346.6m $1.4bn $1.4bn 0.20% Added +3.6m +3,601,963
3 BlackRock Inc. 0.04% of their portfolio New York, NY 5,964,4246.0m $1.2bn $1.2bn 0.04% Added +1.8k +1,774
4 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 2,952,5593.0m $614.2m $614.2m 0.03% Reduced -41.2k -41,201
5 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,254,1932.3m $468.9m $468.9m 0.05% Reduced -60.8k -60,765
6 WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio Boston, MA 2,231,2792.2m $464.2m $464.2m 0.09% Reduced -144.7k -144,701
7 Impax Asset Management Group plc 1.96% of their portfolio LONDON, X0 2,106,2392.1m $438.1m $438.1m 1.96% Reduced -1.3k -1,261
8 Pictet Asset Management Holding SA 0.47% of their portfolio CAROUGE, V8 1,824,3771.8m $379.5m $379.5m 0.47% First filing
9 GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio BOSTON, MA 1,716,5921.7m $356.3m $356.3m 0.04% Added +36.2k +36,198
10 T. Rowe Price Investment Management, Inc. 0.25% of their portfolio BALTIMORE, MD 1,674,0621.7m $348.2m $348.2m 0.25% Reduced -147.6k -147,551
11 BROWN ADVISORY INC 0.50% of their portfolio BALTIMORE, MD 1,475,6151.5m $307.0m $307.0m 0.50% Reduced -275.7k -275,724
12 Amundi 0.13% of their portfolio Paris, I0 1,282,4931.3m $261.3m $261.3m 0.13% Added +263.0k +262,970
13 ALLIANCEBERNSTEIN L.P. 0.11% of their portfolio NASHVILLE, TN 1,258,3501.3m $261.8m $261.8m 0.11% Reduced -514.2k -514,179
14 BARCLAYS PLC 0.15% of their portfolio LONDON, X0 1,143,5831.1m $237.9m $237.9m 0.15% Added +36.9k +36,928
15 Champlain Investment Partners, LLC 1.54% of their portfolio BURLINGTON, VT 1,142,8161.1m $237.7m $237.7m 1.54% Added +73.8k +73,820
16 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 1,057,1081.1m $219.9m $219.9m 0.03% Reduced -50.1k -50,119
17 Invesco Ltd. 0.06% of their portfolio ATLANTA, GA 1,020,5691.0m $212.3m $212.3m 0.06% Reduced -366.8k -366,841
18 NORGES BANK 0.04% of their portfolio OSLO, Q8 934,884934.9k $194.5m $194.5m 0.04% Added +55.5k +55,540
19 Balyasny Asset Management L.P. 0.47% of their portfolio Chicago, IL 800,694800.7k $166.6m $166.6m 0.47% Added +686.4k +686,364
20 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 785,716785.7k $163.4m $163.4m 0.03% Added +45.1k +45,120
21 Fenimore Asset Management Inc 4.18% of their portfolio Cobleskill, NY 773,412773.4k $160.9m $160.9m 4.18% Added +29.3k +29,258
22 KING LUTHER CAPITAL MANAGEMENT CORP 0.69% of their portfolio FORT WORTH, TX 642,379642.4k $133.6m $133.6m 0.69% Added +1.1k +1,053
23 FMR LLC 0.01% of their portfolio BOSTON, MA 640,634640.6k $133.3m $133.3m 0.01% Reduced -298.5k -298,500
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio Boston, MA 607,036607.0k $126.3m $126.3m 0.04% Reduced -511.4k -511,408
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 593,542593.5k $123.5m $123.5m 0.04% Added +7.6k +7,559
26 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 585,572585.6k $121.8m $121.8m 0.03% Reduced -16.9k -16,939
27 Legal & General Group Plc 0.04% of their portfolio London, X0 557,978558.0k $116.1m $116.1m 0.04% Reduced -21.5k -21,524
28 CONGRESS ASSET MANAGEMENT CO 1.00% of their portfolio BOSTON, MA 543,101543.1k $113.0m $113.0m 1.00% Added +3.3k +3,304
29 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 497,139497.1k $103.4m $103.4m 0.01% Reduced -29.2k -29,154
30 SNYDER CAPITAL MANAGEMENT L P 2.23% of their portfolio San Francisco, CA 474,183474.2k $98.6m $98.6m 2.23% Reduced -9.7k -9,719
31 Ceredex Value Advisors LLC 1.59% of their portfolio WINTER PARK, FL 433,415433.4k $90.2m $90.2m 1.59% Added +146.2k +146,218
32 Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio SEOUL, M5 432,193432.2k $89.9m $89.9m 0.20% Added +37.4k +37,358
33 Allianz Asset Management GmbH 0.18% of their portfolio MUNICH, 2M 425,188425.2k $88.4m $88.4m 0.18% Added +17.5k +17,467
34 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio NEW YORK, NY 417,371417.4k $86.8m $86.8m 0.04% Added +17.9k +17,876
35 Fisher Asset Management, LLC 0.05% of their portfolio PLANO, TX 413,388413.4k $86.0m $86.0m 0.05% Added +543 +543
36 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 411,030411.0k $85.5m $85.5m 0.02% Added +144.1k +144,105
37 BAMCO INC /NY/ 0.24% of their portfolio NEW YORK, NY 395,756395.8k $82.3m $82.3m 0.24% Reduced -239 -239
38 CCLA Investment Management 1.53% of their portfolio LONDON, X0 393,177393.2k $81.8m $81.8m 1.53% Added +306 +306
39 Fundsmith LLP 0.37% of their portfolio LONDON, X0 389,008389.0k $80.9m $80.9m 0.37% Reduced -2.1k -2,116
40 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 378,021378.0k $78.6m $78.6m 0.21% Added +9.2k +9,218
41 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 368,849368.8k $76.7m $76.7m 0.03% Added +280.4k +280,385
42 WESTFIELD CAPITAL MANAGEMENT CO LP 0.51% of their portfolio BOSTON, MA 360,063360.1k $74.9m $74.9m 0.51% Added +9.3k +9,266
43 FIRST TRUST ADVISORS LP 0.09% of their portfolio Wheaton, IL 351,833351.8k $73.2m $73.2m 0.09% Added +4.1k +4,058
44 SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio London, X0 349,545349.5k $72.7m $72.7m 0.11% Reduced -181.5k -181,457
45 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 348,483348.5k $72.5m $72.5m 0.02% Added +1.8k +1,760
46 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.07% of their portfolio BLOOMINGTON, IL 335,939335.9k $69.9m $69.9m 0.07% Unchanged
47 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 334,889334.9k $69.7m $69.7m 0.07% Added +666 +666
48 PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio PASADENA, CA 333,170333.2k $69.3m $69.3m 0.06% Reduced -3.7k -3,655
49 TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio NEW YORK, NY 314,407314.4k $65.4m $65.4m 0.18% Added +17.9k +17,928
50 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.33% of their portfolio DENVER, CO 314,084314.1k $65.3m $65.3m 0.33% Reduced -3.3k -3,286
51 GW&K Investment Management, LLC 0.64% of their portfolio BOSTON, MA 307,042307.0k $63.9m $63.9m 0.64% Added +90.5k +90,466
52 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 302,504302.5k $62.9m $62.9m 0.07% Added +59.4k +59,417
53 Echo Street Capital Management LLC 0.58% of their portfolio New York, NY 297,775297.8k $61.9m $61.9m 0.58% Reduced -147.1k -147,122
54 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4.08% of their portfolio BOISE, ID 282,891282.9k $58.8m $58.8m 4.08% Added +156 +156
55 Robeco Schweiz AG 0.99% of their portfolio ZURICH, V8 280,376280.4k $58.3m $58.3m 0.99% Reduced -124 -124
56 California Public Employees Retirement System 0.05% of their portfolio Sacramento, CA 263,930263.9k $54.9m $54.9m 0.05% Added +5.7k +5,659
57 Port Capital LLC 3.29% of their portfolio CHICAGO, IL 253,130253.1k $52.7m $52.7m 3.29% Reduced -77.9k -77,943
58 RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio NEW YORK, NY 249,525249.5k $51.9m $51.9m 0.09% Reduced -74.3k -74,300
59 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 244,610244.6k $50.9m $50.9m 0.03% Added +28.7k +28,661
60 Swiss National Bank 0.04% of their portfolio ZURICH, V8 243,100243.1k $50.6m $50.6m 0.04% Reduced -29.9k -29,900
61 GABELLI FUNDS LLC 0.41% of their portfolio Rye, NY 241,250241.2k $50.2m $50.2m 0.41% Reduced -2.6k -2,600
62 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% of their portfolio Paris, I0 225,111225.1k $46.8m $46.8m 0.14% Added +3.8k +3,799
63 Premier Fund Managers Ltd 2.16% of their portfolio GUILDFORD, X0 220,000220.0k $46.0m $46.0m 2.16% Unchanged
64 TWO SIGMA ADVISERS, LP 0.12% of their portfolio NEW YORK, NY 218,300218.3k $45.4m $45.4m 0.12% Added +66.9k +66,900
65 CREDIT SUISSE AG/ 0.05% of their portfolio ZURICH, V8 216,629216.6k $45.1m $45.1m 0.05% Added +63.0k +63,034
66 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 208,377208.4k $43.3m $43.3m 0.02% Reduced -10.5k -10,526
67 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 200,000200.0k $41.6m $41.6m 0.01% Unchanged
68 GAMCO INVESTORS, INC. ET AL 0.48% of their portfolio GREENWICH, CT 197,528197.5k $41.1m $41.1m 0.48% Reduced -4.0k -3,990
69 CIBC Private Wealth Group LLC 0.09% of their portfolio ATLANTA, GA 186,061186.1k $38.7m $38.7m 0.09% Reduced -189.9k -189,909
70 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 185,226185.2k $38.5m $38.5m 0.02% Added +43.3k +43,296
71 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 184,719184.7k $38.4m $38.4m 0.02% Reduced -946 -946
72 Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio CHIYODA-KU, TOKYO, M0 181,851181.9k $37.8m $37.8m 0.03% Reduced -4.5k -4,550
73 RHUMBLINE ADVISERS 0.04% of their portfolio BOSTON, MA 170,640170.6k $35.5m $35.5m 0.04% Added +205 +205
74 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 170,135170.1k $35.4m $35.4m 0.01% Reduced -20.5k -20,522
75 Alecta Tjanstepension Omsesidigt 0.24% of their portfolio STOCKHOLM, V7 150,000150.0k $31.2m $31.2m 0.24% New
76 TD Asset Management Inc 0.04% of their portfolio Toronto, A6 139,440139.4k $29.0m $29.0m 0.04% Reduced -8.2k -8,215
77 GENEVA CAPITAL MANAGEMENT LLC 0.55% of their portfolio MILWAUKEE, WI 125,704125.7k $26.1m $26.1m 0.55% Reduced -4.4k -4,393
78 Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% of their portfolio ZURICH, V8 124,299124.3k $25.9m $25.9m 0.11% Added +14.3k +14,317
79 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 121,612121.6k $25.3m $25.3m 0.05% Reduced -3.1k -3,117
80 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 120,753120.8k $25.1m $25.1m 0.05% Added +1.3k +1,253
81 Northwest & Ethical Investments L.P. 0.83% of their portfolio TORONTO, A6 119,139119.1k $24.8m $24.8m 0.83% Reduced -4.1k -4,128
82 National Pension Service 0.04% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 116,997117.0k $23.8m $23.8m 0.04% Reduced -691 -691
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio WEST SACRAMENTO, CA 114,985115.0k $23.9m $23.9m 0.04% Reduced -6.9k -6,914
84 DekaBank Deutsche Girozentrale 0.05% of their portfolio FRANKFURT, 2M 105,443105.4k $22.0m $22.0m 0.05% Reduced -667 -667
85 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 103,555103.6k $21.5m $21.5m 0.03% Reduced -17.5k -17,462
86 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 103,539103.5k $21.5m $21.5m 0.04% Reduced -41.0k -40,954
87 AXA S.A. 0.07% of their portfolio PARIS, I0 96,98797.0k $20.2m $20.2m 0.07% Reduced -21.6k -21,570
88 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 95,25695.3k $19.8m $19.8m 0.01% Reduced -2.4k -2,398
89 Boston Trust Walden Corp 0.17% of their portfolio BOSTON, MA 94,72194.7k $19.7m $19.7m 0.17% Added +523 +523
90 HARVEY INVESTMENT CO LLC 2.44% of their portfolio LOUISVILLE, KY 89,78489.8k $18.7m $18.7m 2.44% Added +11.1k +11,127
91 Montanaro Asset Management Ltd 3.18% of their portfolio LONDON, X0 87,00087.0k $18.1m $18.1m 3.18% Added +1.5k +1,500
92 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 84,53384.5k $17.6m $17.6m 0.05% Reduced -129.5k -129,451
93 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 83,98284.0k $17.5m $17.5m 0.03% Reduced -306 -306
94 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 82,22382.2k $17.1m $17.1m 0.04% Reduced -37.9k -37,882
95 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio TALLAHASSEE, FL 80,69080.7k $16.8m $16.8m 0.04% Reduced -7.9k -7,917
96 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 76,54676.5k $15.9m $15.9m 0.01% Reduced -2.8k -2,818
97 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio Boston, MA 75,18675.2k $15.6m $15.6m 0.04% New
98 COMERICA BANK 0.08% of their portfolio DALLAS, TX 74,63174.6k $15.5m $15.5m 0.08% Added +74.0k +73,963
99 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 74,59874.6k $15.5m $15.5m 0.09% Added +11.8k +11,796
100 NICHOLAS COMPANY, INC. 0.30% of their portfolio MILWAUKEE, WI 71,83071.8k $14.9m $14.9m 0.30% Unchanged