Funds holding IDEX Corp
607 funds declare a position · 166 ETFs and 441 other funds · 5.8B $· 332M SEK· 1.2M € · US45167R1041
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,928 | 2.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 202 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 10,462 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 203 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 10,274 | 2.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 204 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 10,254 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 205 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 10,116 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 206 | Clarkston Founders Fund ALPS SERIES TRUST | 10,000 | 1.9M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 207 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 9,893 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 208 | Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 9,881 | 1.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 209 | Tortoise Global Water Fund Tortoise Capital Series Trust | 9,790 | 2.1M $ | 3.45 % | as of Feb 28, 2026 · Original filing |
| 210 | NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 9,722 | 2.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 211 | iShares Global Industrials ETF iShares Trust | 9,527 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 212 | Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | 9,515 | 1.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 213 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 9,202 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 214 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 9,040 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 215 | Clarkston Fund ALPS SERIES TRUST | 9,000 | 1.7M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 216 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 8,783 | 1.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 217 | Stock Index Fund VALIC Co I | 8,589 | 1.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 218 | PIMCO RAE US Small Fund PIMCO Equity Series | 8,540 | 1.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 219 | Equity Index Portfolio PACIFIC SELECT FUND | 8,497 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 220 | Victory Extended Market Index Fund Victory Portfolios III | 8,488 | 1.8M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 221 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 8,409 | 1.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 222 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 8,222 | 1.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 223 | Eaton Vance Global Income Builder Fund Eaton Vance Mutual Funds Trust | 8,114 | 1.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 224 | LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,945 | 1.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 225 | MOA EQUITY INDEX FUND MoA Funds Corp | 7,726 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 226 | Muirfield Fund Meeder Funds | 7,704 | 1.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 227 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 7,416 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 228 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 7,383 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 229 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,282 | 1.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 230 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 7,148 | 1.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 231 | JNL/Mellon Industrials Sector Fund JNL Series Trust | 7,058 | 1.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 232 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 6,967 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 233 | EQUITY INDEX FUND GuideStone Funds | 6,919 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 234 | Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust | 6,745 | 1.5M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 235 | RMB Fund RMB Investors Trust | 6,413 | 1.2M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 236 | U.S. Sector Rotation Fund John Hancock Funds II | 6,241 | 1.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 237 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 6,197 | 1.3M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 238 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,116 | 1.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 239 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 6,052 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 240 | iShares Morningstar Small-Cap Value ETF iShares Trust | 6,014 | 1.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 241 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 6,001 | 10.8M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 242 | LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,994 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 243 | iShares MSCI World ETF iShares, Inc. | 5,983 | 1.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 244 | ProShares Ultra S&P500 ProShares Trust | 5,889 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 245 | JPMorgan Research Market Neutral Fund JPMorgan Trust I | 5,886 | 1.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 246 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 5,729 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 247 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,706 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 248 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 5,696 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 249 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 5,641 | 1.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 250 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,605 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 251 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 5,582 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 252 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 5,575 | 1.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 253 | WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust | 5,564 | 1.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 254 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,466 | 1.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 255 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 5,435 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 256 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 5,313 | 1.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 257 | LKCM Aquinas Catholic Equity Fund LKCM Funds | 5,300 | 1M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 258 | Voya VACS Index Series S Portfolio Voya Investors Trust | 5,285 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 259 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,272 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 260 | Guardian Balanced Allocation VIP Fund Guardian Variable Products Trust | 5,180 | 981.9K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 261 | AST Large-Cap Value Portfolio Advanced Series Trust | 5,170 | 980K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 262 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 5,061 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 263 | VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 5,050 | 1.1M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 264 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 5,040 | 955.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 265 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,894 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 266 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 4,867 | 922.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 267 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,796 | 909.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 268 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,789 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 269 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,643 | 880.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 270 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,606 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 271 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,529 | 858.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 272 | iShares MSCI USA Size Factor ETF iShares Trust | 4,503 | 981K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 273 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 4,497 | 852.4K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 274 | Sp Funds S&p 500 Sharia Industry Exclusions ETF Tidal Trust I | 4,459 | 934K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 275 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 4,330 | 820.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 276 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 4,313 | 817.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 277 | Column Mid Cap Fund Trust for Professional Managers | 4,267 | 893.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 278 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,258 | 927.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 279 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 4,221 | 884.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 280 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,174 | 909.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 281 | SEB USA Exposure SEB Funds AB | 4,127 | 7.5M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 282 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 4,095 | 892.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 283 | Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES | 4,075 | 772.4K $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 284 | MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND | 4,061 | 769.8K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 285 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,034 | 878.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 286 | iShares ESG Advanced MSCI USA ETF iShares Trust | 4,021 | 842.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 287 | Steward Large Cap Core Fund Steward Funds Inc | 4,000 | 871.4K $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 288 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,000 | 758.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 289 | NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 3,987 | 868.6K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 290 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 3,951 | 748.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 291 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 3,876 | 844.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 292 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,840 | 727.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 293 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 3,812 | 722.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 294 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 3,786 | 793.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 295 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,774 | 715.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 296 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 3,709 | 703K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 297 | Voya VACS Series MCV Fund Voya Equity Trust | 3,700 | 775K $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 298 | ProShares UltraPro S&P500 ProShares Trust | 3,472 | 727.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 299 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 3,460 | 655.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 300 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,455 | 654.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
658 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,676,192 | 1.1B $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 3,302,937 | 626.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,205,396 | 607.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,099,129 | 587.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,090,784 | 394.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,995,944 | 378.3M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 1,873,464 | 349M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,738,531 | 329.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,626,471 | 308.3M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,512,016 | 286.6M $ | as of Mar 31, 2026 |
| Amundi | 1,219,400 | 231.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,165,519 | 220.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,094,101 | 207.4M $ | as of Mar 31, 2026 |
| Impax Asset Management Group plc | 947,946 | 179.7M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 830,856 | 157.5M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 816,137 | 154.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 815,529 | 154.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 808,651 | 153.3M $ | as of Mar 31, 2026 |
| Fenimore Asset Management Inc | 798,106 | 151.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 755,891 | 143.3M $ | as of Mar 31, 2026 |
| FLOSSBACH VON STORCH SE | 740,319 | 140.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 723,589 | 137.2M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 708,157 | 134.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 699,788 | 132.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 685,933 | 130M $ | as of Mar 31, 2026 |