Funds holding IES Holdings Inc
300 funds declare a position · 82 ETFs and 218 other funds · 2.9B $· 297.1M SEK· 661K € · US44951W1062
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 376,496 | 186.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 2 | First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI | 321,407 | 153.1M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 284,724 | 135.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 258,470 | 166.5M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 221,139 | 105.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 206,760 | 98.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Capital and Income Fund Fidelity Summer Street Trust | 194,700 | 125.4M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 194,136 | 125M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 177,605 | 114.4M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 10 | Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 126,000 | 81.2M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Small Cap Growth Fund Fidelity Securities Fund | 118,413 | 76.3M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 115,751 | 55.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 13 | Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 115,315 | 74.3M $ | 3.35 % | as of Apr 30, 2026 · Original filing |
| 14 | Putnam Small Cap Growth Fund Putnam Funds Trust | 100,278 | 47.8M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 97,740 | 46.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 95,245 | 61.3M $ | 3.13 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 89,436 | 57.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 18 | THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 86,157 | 55.5M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 86,100 | 41M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 83,318 | 53.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Russell 2000 Growth ETF iShares Trust | 73,651 | 35.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 65,900 | 32.6M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| 23 | Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 60,177 | 38.8M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| 24 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,523 | 34.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 25 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 49,100 | 24.3M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 26 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 48,986 | 31.6M $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 45,889 | 22.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 28 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 44,788 | 22.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 29 | LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 43,441 | 28M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 30 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 42,328 | 21M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 31 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 40,600 | 19.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 36,830 | 23.7M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| 33 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,300 | 23.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I | 36,100 | 23.3M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 35 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 35,354 | 22.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 36 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 34,099 | 16.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 34,021 | 21.9M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 38 | Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 33,694 | 16.1M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 39 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 32,980 | 16.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 40 | Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 30,438 | 14.5M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 41 | iShares U.S. Infrastructure ETF iShares Trust | 30,340 | 14.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 42 | Swedbank Robur Small Cap USA Swedbank Robur Fonder AB | 30,000 | 136.2M SEK | 2.14 % | as of Mar 31, 2026 · Original filing |
| 43 | DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 30,000 | 14.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 44 | THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 28,186 | 13.4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 45 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 27,897 | 13.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 46 | Royce Small-Cap Fund ROYCE FUND | 24,754 | 11.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 47 | Swedbank Robur Small Cap Global Swedbank Robur Fonder AB | 24,000 | 108.9M SEK | 2.02 % | as of Mar 31, 2026 · Original filing |
| 48 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,200 | 13M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 49 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 19,788 | 12.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 50 | Fidelity Disciplined Equity Fund Fidelity Capital Trust | 18,100 | 11.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 51 | Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 17,300 | 11.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 52 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 16,611 | 8.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 53 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,492 | 10.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 54 | AdvisorShares Focused Equity ETF AdvisorShares Trust | 16,485 | 7.9M $ | 5.09 % | as of Mar 31, 2026 · Original filing |
| 55 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 16,374 | 8.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 56 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 16,100 | 10.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 57 | VictoryShares Free Cash Flow Growth ETF Victory Portfolios II | 15,163 | 7.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| 58 | Master Small Cap Index Series Quantitative Master Series LLC | 14,812 | 7.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 59 | Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 14,500 | 9.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 60 | Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III | 14,460 | 9.3M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 61 | Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 13,863 | 8.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 62 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 13,308 | 6.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 13,077 | 6.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 64 | Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 12,893 | 6.4M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| 65 | Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 12,000 | 5.9M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 66 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,606 | 5.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 67 | SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 11,175 | 5.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 68 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 10,883 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,841 | 7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 70 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 10,739 | 5.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 71 | Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 10,688 | 6.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 72 | Vident U.S. Equity Strategy ETF ETF Series Solutions | 10,510 | 5.2M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| 73 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 10,211 | 5.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 74 | Select Construction and Housing Portfolio Fidelity Select Portfolios | 9,600 | 4.8M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| 75 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,548 | 6.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 76 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,463 | 4.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 77 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 9,389 | 4.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 78 | VIP Strategic Income Portfolio Variable Insurance Products Fund V | 9,100 | 4.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 79 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,926 | 5.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 80 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 8,379 | 4.2M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 81 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,279 | 4.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 82 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 7,690 | 3.8M $ | 0.08 % | as of Feb 27, 2026 · Original filing |
| 83 | Nuveen Equity Index Fund TIAA-CREF Funds | 7,524 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,195 | 4.6M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 85 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 7,108 | 3.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 6,872 | 3.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 87 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 6,821 | 4.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 6,672 | 3.2M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 89 | Avantis U.S. Equity ETF American Century ETF Trust | 6,640 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 90 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,550 | 4.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 91 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 6,180 | 28.1M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 92 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,060 | 2.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 93 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 5,816 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 94 | Adaptive Alpha Opportunities ETF Starboard Investment Trust | 5,680 | 2.8M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 95 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 5,599 | 2.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 96 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 5,400 | 2.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 97 | Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,245 | 2.5M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 98 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,096 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 99 | EQ/Small Company Index Portfolio EQ Advisors Trust | 5,050 | 2.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 100 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,000 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
340 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 | |
|---|---|---|---|
| GENDELL JEFFREY L | 10,340,248 | 4.9B $ | as of Mar 31, 2026 |
| FMR LLC | 2,371,745 | 1.1B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 709,571 | 338.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 457,949 | 218.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 349,163 | 166.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 295,842 | 141M $ | as of Mar 31, 2026 |
| Pertento Partners LLP | 231,239 | 110.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 207,544 | 98.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 178,399 | 85M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 177,590 | 84.6M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 165,174 | 78.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 156,393 | 74.5M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 149,029 | 71M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 129,767 | 61.8M $ | as of Mar 31, 2026 |
| Parsifal Capital Management, LP | 90,067 | 42.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83,485 | 39.8M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 82,352 | 39.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 80,469 | 38.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 77,702 | 37M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 76,871 | 36.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 68,717 | 32.7M $ | as of Mar 31, 2026 |
| Ophir Asset Management Pty Ltd | 55,033 | 26.2M $ | as of Mar 31, 2026 |
| Swedbank AB | 54,000 | 25.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 47,968 | 22.9M $ | as of Mar 31, 2026 |
| United Capital Management of KS, Inc. | 44,486 | 21.2M $ | as of Mar 31, 2026 |