Titelia

Fund shareholders of IDEX Corp

ISIN US45167R1041 · United States · LEI 549300U5Y5EL6PHYLF13

Fund shareholders
616
Of which ETFs
166 450 other funds
Value held
5.8B $ 332M SEK · 1.2M €
Share of capital
40.4 % of 73.7M shares on Jul 24, 2026

616 funds hold this company. This table lists the 607 that declare it in a regulatory filing. The other 9 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,177223.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 1,163220.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 1,138215.7K $0.33 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,133214.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 1,124213.1K $0.98 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 1,116243.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Global Selektiv Swedbank Robur Fonder AB 1,1002M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,081235.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 1,076204K $0.02 %0.00 %as of Mar 31, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 1,068232.7K $0.25 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 1,051229K $0.01 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,030195.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,028194.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 1,026194.5K $0.96 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 1,000189.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 996208.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Rpar Risk Parity ETF Tidal Trust I 996188.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 971203.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 971184.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 967183.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 949179.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 925175.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 920174.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
WCM Mid Cap Quality Value Fund INVESTMENT MANAGERS SERIES TRUST 902171K $2.93 %0.00 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 888168.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 881167K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 855186.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 855162.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 853161.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 848160.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 829180.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 828156.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 815154.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 771146.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 770167.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 761165.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 755158.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 754157.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 751142.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 7401.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 733153.5K $0.11 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 732138.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 728152.5K $0.02 %0.00 %as of Feb 27, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 7211.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers US Green Infrastructure Select Equity ETF DBX ETF Trust 701146.8K $2.61 %0.00 %as of Feb 27, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 700132.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 671127.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 661144K $0.02 %0.00 %as of Apr 30, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 661125.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 660125.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 658124.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 656124.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 603114.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 601113.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 597130.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 592112.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 569107.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 552104.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 543118.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily Industrials Bull 3X Shares Direxion Shares ETF Trust 526114.6K $0.21 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 520108.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
Spectrum Fund Meeder Funds 51597.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 50595.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 500104.7K $0.05 %0.00 %as of Feb 27, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 491107K $0.01 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 481868.5K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 478863.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 46597.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 46488K $0.05 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 45699.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 44784.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 43682.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 43190.3K $0.16 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 43181.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 43081.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 42981.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 42589K $0.02 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 42288.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 42091.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 41887.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 41690.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 41590.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 41578.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 41289.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 38673.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 36379.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 36175.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 35978.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 35066.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 34976K $0.03 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 34866K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 34665.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 34264.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 33864.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 336606.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 33262.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer US Export Leaders ETF Pacer Funds Trust 32470.6K $0.15 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 31969.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 31468.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 307554.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Champlain Strategic Focus Fund ADVISORS' INNER CIRCLE FUND II 6.66 %as of Mar 31, 2026 ↗
PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust 5.02 %as of Feb 28, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 4.82 %as of Mar 31, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 4.67 %as of Apr 30, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 4.39 %as of Apr 30, 2026 ↗
Partners III Opportunity Fund Weitz Funds 4.23 %as of Mar 31, 2026 ↗
Large Cap Equity Fund Weitz Funds 3.64 %as of Mar 31, 2026 ↗
First Trust Water ETF First Trust Exchange-Traded Fund 3.48 %as of Mar 31, 2026 ↗
Tortoise Global Water Fund Tortoise Capital Series Trust 3.45 %as of Feb 28, 2026 ↗
WCM Mid Cap Quality Value Fund INVESTMENT MANAGERS SERIES TRUST 2.93 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2578+4429,590,706-11.4 %
2026Q1534-5133,389,628-0.9 %
2025Q4585+233,678,968-1.1 %
2025Q3583-1134,041,631+5.4 %
2025Q2594+932,308,575-0.5 %
2025Q1585-4432,472,332-1.9 %
2024Q4629-1733,103,240+3.2 %
2024Q3646-732,080,515-3.0 %
2024Q2653-633,070,569+4.0 %
2024Q1659-2931,786,857-5.8 %
2023Q468833,757,327

Institutional managers

658 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,676,1921.1B $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/3,302,937626.1M $as of Mar 31, 2026
STATE STREET CORP3,205,396607.6M $as of Mar 31, 2026
MORGAN STANLEY3,099,129587.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,090,784394.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,995,944378.3M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB1,873,464349M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,738,531329.5M $as of Mar 31, 2026
Invesco Ltd.1,626,471308.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,512,016286.6M $as of Mar 31, 2026
Amundi1,219,400231.2M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,165,519220.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,094,101207.4M $as of Mar 31, 2026
Impax Asset Management Group plc947,946179.7M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP936,800177.6K $as of Mar 31, 2026
Point72 Asset Management, L.P.830,856157.5M $as of Mar 31, 2026
Balyasny Asset Management L.P.816,137154.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP815,529154.6M $as of Mar 31, 2026
CITADEL ADVISORS LLC808,651153.3M $as of Mar 31, 2026
Fenimore Asset Management Inc798,106151.3M $as of Mar 31, 2026
NORTHERN TRUST CORP755,891143.3M $as of Mar 31, 2026
FLOSSBACH VON STORCH SE740,319140.3M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC723,589137.2M $as of Mar 31, 2026
Fisher Asset Management, LLC708,157134.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP699,788132.6M $as of Mar 31, 2026

Declared shareholders of IDEX Corp

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.53 %5,588,265as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.09 %3,777,844as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others2.30 %1,738,531as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of IDEX Corp

88 funds declare 129 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND113.5M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND212.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND110.4M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND28.6M $as of Mar 31, 2026
Baird Intermediate Bond Fund27.6M $as of Mar 31, 2026
PGIM Short Duration Multi-Sector Bond Fund17.3M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF36.7M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26.3M $as of Feb 28, 2026
BlackRock Systematic Multi-Strategy Fund14.5M $as of Mar 31, 2026
Bridge Builder Core Bond Fund14.5M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF14.1M $as of Apr 30, 2026
Invesco BulletShares 2029 Corporate Bond ETF13.8M $as of Feb 28, 2026
Invesco BulletShares 2030 Corporate Bond ETF13.1M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF13.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.8M $as of Mar 31, 2026
iShares iBonds Dec 2031 Term Corporate ETF12.7M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF32.7M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF32.6M $as of Mar 31, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.5M $as of Apr 30, 2026
Invesco BulletShares 2031 Corporate Bond ETF12.4M $as of Feb 28, 2026
Strategic Advisers Core Income Fund12.2M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF12.2M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF32.1M $as of Apr 30, 2026
Core Plus Income Fund12M $as of Mar 31, 2026
Advantage CoreAlpha Bond Master Portfolio12M $as of Mar 31, 2026
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Titelia. "Fund shareholders of IDEX Corp". https://titelia.com/en/stocks/idex-corp-US45167R1041