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
VanEck Morningstar Wide Moat Value ETF VanEck ETF Trust 30157.1K $0.92 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 30062.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 30056.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Industrials ProShares Trust 29662K $0.18 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 29656.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 29464K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 28854.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 28554K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 28359.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 27852.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP INDUSTRIALS ProFunds 27652.3K $0.28 %0.00 %as of Mar 31, 2026 ↗
Horizon Kinetics Energy and Remediation ETF Listed Funds Trust 27652.3K $0.87 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 273493K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 26758.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 25756K $0.00 %0.00 %as of Apr 30, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 25753.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 25154.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 24646.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 24453.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 24346.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 23250.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 22141.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 21747.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 213384.6K SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 212382.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 21240.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF Pacer Funds Trust 21045.7K $0.34 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust 21039.8K $0.56 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 20338.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 20037.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 19837.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 19440.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Conservative Allocation Fund Meeder Funds 17032.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
INDUSTRIALS ULTRASECTOR PROFUND ProFunds 16836.6K $0.39 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 16731.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Upar Ultra Risk Parity ETF Tidal Trust I 16230.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 15634K $0.02 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 15233.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 15128.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 14026.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 14026.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 13726K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global Allocation Fund Meeder Funds 12623.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
MFS Intrinsic Equity Fund MFS Series Trust VII 12126.4K $0.56 %0.00 %as of Apr 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 120216.7K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Themes US Infrastructure ETF Themes ETF Trust 12022.7K $0.86 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 11722.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 10622.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 10419.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 10322.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 10019K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 10019K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 9920.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 9918.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 9017.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 8716.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 8217.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 8015.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 7313.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 7313.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 6812.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 6712.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 6012.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 5812.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 5710.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 5411.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 5110.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 519.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 509.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 499.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 499.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 4810.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 478.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 458.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 387.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund 366.8K $0.54 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 346.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 346.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST 305.7K $0.22 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 286.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Variable Trust 275.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Havsfonden FCG Fonder AB 2646.9K SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 234.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 214.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) 214.2K $0.06 %0.00 %as of Jan 31, 2026 ↗
NYLI Global Equity R&D Leaders ETF New York Life Investments ETF Trust 194.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 193.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 193.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 163.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 163K $0.03 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 153.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 132.8K $0.53 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 91.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 71.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 71.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 51.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 4758.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 3653.6 $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 2435.7 $0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 2418.9 $0.02 %0.00 %as of Feb 28, 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
Cite this page

Titelia. "Fund shareholders of IDEX Corp". https://titelia.com/en/stocks/idex-corp-US45167R1041