Titelia

Fund shareholders of IES Holdings Inc

ISIN US44951W1062 · United States · LEI 549300687T8E6LN6EN72

Fund shareholders
300
Of which ETFs
82 218 other funds
Value held
2.9B $ 297.1M SEK · 661K €
Share of capital
26.3 % of 19.9M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 376,496186.5M $0.08 %1.89 %as of Feb 28, 2026 ↗
First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI 321,407153.1M $1.83 %1.61 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 284,724135.7M $0.01 %1.43 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 258,470166.5M $2.40 %1.30 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 221,139105.4M $0.15 %1.11 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 206,76098.5M $0.06 %1.04 %as of Mar 31, 2026 ↗
Fidelity Capital and Income Fund Fidelity Summer Street Trust 194,700125.4M $0.80 %0.98 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 194,136125M $2.48 %0.97 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 177,605114.4M $0.60 %0.89 %as of Apr 30, 2026 ↗
Fidelity Leveraged Company Stock Fund Fidelity Securities Fund 126,00081.2M $1.97 %0.63 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 118,41376.3M $0.91 %0.59 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 115,75155.2M $0.14 %0.58 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 115,31574.3M $3.35 %0.58 %as of Apr 30, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 100,27847.8M $1.76 %0.50 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 97,74046.6M $0.06 %0.49 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 95,24561.3M $3.13 %0.48 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 89,43657.6M $0.18 %0.45 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 86,15755.5M $1.90 %0.43 %as of Apr 30, 2026 ↗
Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II 86,10041M $0.27 %0.43 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 83,31853.7M $0.06 %0.42 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 73,65135.1M $0.29 %0.37 %as of Mar 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 65,90032.6M $1.47 %0.33 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 60,17738.8M $0.90 %0.30 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 53,52334.5M $0.25 %0.27 %as of Apr 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 49,10024.3M $0.59 %0.25 %as of Feb 28, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 48,98631.6M $2.45 %0.25 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 45,88922.7M $0.06 %0.23 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,78822.2M $0.15 %0.22 %as of Feb 28, 2026 ↗
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 43,44128M $1.26 %0.22 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 42,32821M $0.10 %0.21 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 40,60019.3M $0.24 %0.20 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 36,83023.7M $1.83 %0.18 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,30023.4M $0.06 %0.18 %as of Apr 30, 2026 ↗
Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I 36,10023.3M $0.78 %0.18 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 35,35422.8M $0.05 %0.18 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 34,09916.9M $0.02 %0.17 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 34,02121.9M $1.35 %0.17 %as of Apr 30, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 33,69416.1M $1.58 %0.17 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 32,98016.3M $0.07 %0.17 %as of Feb 28, 2026 ↗
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 30,43814.5M $1.69 %0.15 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 30,34014.5M $0.39 %0.15 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 30,000136.2M SEK2.14 %0.15 %as of Mar 31, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 30,00014.3M $1.36 %0.15 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 28,18613.4M $1.51 %0.14 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 27,89713.3M $0.79 %0.14 %as of Mar 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 24,75411.8M $0.65 %0.12 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap Global Swedbank Robur Fonder AB 24,000108.9M SEK2.02 %0.12 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,20013M $0.68 %0.10 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 19,78812.7M $0.18 %0.10 %as of Apr 30, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 18,10011.7M $0.51 %0.09 %as of Apr 30, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 17,30011.1M $0.06 %0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 16,6118.2M $0.08 %0.08 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,49210.6M $0.03 %0.08 %as of Apr 30, 2026 ↗
AdvisorShares Focused Equity ETF AdvisorShares Trust 16,4857.9M $5.09 %0.08 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 16,3748.1M $0.01 %0.08 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 16,10010.4M $0.49 %0.08 %as of Apr 30, 2026 ↗
VictoryShares Free Cash Flow Growth ETF Victory Portfolios II 15,1637.2M $1.12 %0.08 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 14,8127.1M $0.15 %0.07 %as of Mar 31, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 14,5009.3M $0.05 %0.07 %as of Apr 30, 2026 ↗
Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III 14,4609.3M $2.05 %0.07 %as of Apr 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 13,8638.9M $0.21 %0.07 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 13,3086.3M $0.36 %0.07 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 13,0776.5M $0.01 %0.07 %as of Feb 28, 2026 ↗
Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 12,8936.4M $1.31 %0.06 %as of Feb 28, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 12,0005.9M $0.59 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,6065.7M $0.03 %0.06 %as of Feb 28, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 11,1755.3M $1.82 %0.06 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 10,8835.2M $0.01 %0.05 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 10,8417M $0.18 %0.05 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 10,7395.1M $0.26 %0.05 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 10,6886.9M $0.11 %0.05 %as of Apr 30, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 10,5105.2M $0.72 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 10,2115.1M $0.06 %0.05 %as of Feb 28, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 9,6004.8M $0.63 %0.05 %as of Feb 28, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,5486.1M $0.46 %0.05 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 9,4634.5M $0.13 %0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 9,3894.7M $0.32 %0.05 %as of Feb 28, 2026 ↗
VIP Strategic Income Portfolio Variable Insurance Products Fund V 9,1004.3M $0.26 %0.05 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,9265.7M $0.11 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,3794.2M $0.47 %0.04 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,2794.1M $0.29 %0.04 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 7,6903.8M $0.08 %0.04 %as of Feb 27, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 7,5244.8M $0.01 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,1954.6M $0.89 %0.04 %as of Apr 30, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 7,1083.4M $0.91 %0.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 6,8723.3M $0.29 %0.03 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 6,8214.4M $0.00 %0.03 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 6,6723.2M $0.96 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,6403.3M $0.03 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,5504.2M $0.05 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,18028.1M SEK0.10 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,0602.9M $0.15 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 5,8163.7M $0.16 %0.03 %as of Apr 30, 2026 ↗
Adaptive Alpha Opportunities ETF Starboard Investment Trust 5,6802.8M $0.82 %0.03 %as of Feb 28, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 5,5992.8M $0.05 %0.03 %as of Feb 28, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 5,4002.6M $0.24 %0.03 %as of Mar 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 5,2452.5M $1.59 %0.03 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 5,0963.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 5,0502.4M $0.15 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,0002.4M $0.00 %0.03 %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
AdvisorShares Focused Equity ETF AdvisorShares Trust 5.09 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 3.81 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 3.35 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 3.13 %as of Apr 30, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.99 %as of Apr 30, 2026 ↗
GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.98 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.62 %as of Dec 31, 2025 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 2.53 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 2.48 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 2.45 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2291-75,169,721+11.4 %
2026Q1298+274,639,771-2.8 %
2025Q4271+64,773,131-2.5 %
2025Q3265-84,896,911+1.2 %
2025Q2273+154,840,286+15.4 %
2025Q1258+144,193,248+8.5 %
2024Q4244+233,863,602+11.1 %
2024Q3221+163,477,687+9.1 %
2024Q2205+293,187,432+3.7 %
2024Q117603,075,074+3.7 %
2023Q41762,965,856

Institutional managers

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

ManagerSharesValue
GENDELL JEFFREY L10,340,2484.9B $as of Mar 31, 2026
FMR LLC2,371,7451.1B $as of Mar 31, 2026
BlackRock, Inc.709,571338.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP457,949218.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP349,163166.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC295,842141M $as of Mar 31, 2026
Pertento Partners LLP231,239110.2M $as of Mar 31, 2026
STATE STREET CORP207,54498.9M $as of Mar 31, 2026
UBS Group AG178,39985M $as of Mar 31, 2026
MORGAN STANLEY177,59084.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC165,17478.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP156,39374.5M $as of Mar 31, 2026
Thrivent Financial for Lutherans152,66772.7K $as of Mar 31, 2026
ROYCE & ASSOCIATES LP149,02971M $as of Mar 31, 2026
AltraVue Capital, LLC129,76761.8M $as of Mar 31, 2026
Parsifal Capital Management, LP90,06742.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC83,48539.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC82,35239.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC80,46938.3M $as of Mar 31, 2026
Invesco Ltd.77,70237M $as of Mar 31, 2026
NORTHERN TRUST CORP76,87136.6M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC72,37034.5K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC68,71732.7M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/62,23629.7K $as of Mar 31, 2026
Ophir Asset Management Pty Ltd55,03326.2M $as of Mar 31, 2026

Declared shareholders of IES Holdings Inc

There is 1 beneficial ownership filing. 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
FMR LLC and 1 other11.90 %2,371,746as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of IES Holdings Inc". https://titelia.com/en/stocks/ies-holdings-inc-US44951W1062