Titelia

Fund shareholders of IES HOLDINGS INC

ISIN US44951W1062 · United States · LEI 549300687T8E6LN6EN72

Fund shareholders
329
Of which ETFs
91 238 other funds
Value held
≈ 3.5B $ 3.5B $ · 297.1M SEK · 661K €
Share of capital
24.4 % of 19.9M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 5,0053.4M $0.03 %0.03 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,8603.6M $0.01 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,7643.5M $0.01 %0.02 %as of Jul 31, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 4,5703.4M $2.79 %0.02 %as of Jul 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 4,5573.4M $0.02 %0.02 %as of Jul 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 4,33019.6M SEK3.81 %0.02 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,2573.1M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 4,1893.1M $0.08 %0.02 %as of Jun 30, 2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,1583.1M $0.19 %0.02 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,0973M $0.29 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,0893M $0.02 %0.02 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 4,0593M $0.12 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,0513M $0.15 %0.02 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 4,0263M $0.26 %0.02 %as of Jun 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 3,8062.6M $1.27 %0.02 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 3,7002.5M $0.10 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,6592.7M $0.31 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 3,6122.5M $0.18 %0.02 %as of May 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 3,5992.6M $1.34 %0.02 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,5932.4M $0.32 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 3,5162.6M $0.09 %0.02 %as of Jul 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 3,4252.3M $0.13 %0.02 %as of May 31, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 3,4162.5M $0.74 %0.02 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 3,3482.5M $0.18 %0.02 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,2412.4M $0.09 %0.02 %as of Jul 31, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 3,1962.3M $1.32 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,1802.3M $0.08 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3,1642.4M $0.36 %0.02 %as of Jul 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,1622.3M $0.11 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 3,1512.3M $0.18 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 3,0202.2M $0.24 %0.02 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 2,9622M $0.48 %0.01 %as of May 31, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 2,9342.2M $0.09 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,9082.2M $0.22 %0.01 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 2,8112.1M $0.01 %0.01 %as of Jul 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 2,7412M $0.31 %0.01 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,7302M $0.06 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,5891.9M $0.01 %0.01 %as of Jul 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 2,5431.7M $0.28 %0.01 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,5291.9M $0.01 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,4581.8M $0.09 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 2,3241.6M $0.02 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,2561.7M $0.21 %0.01 %as of Jul 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 2,2331.6M $0.38 %0.01 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 2,0471.4M $0.01 %0.01 %as of May 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 2,0361.5M $0.08 %0.01 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 2,0341.5M $0.39 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,0201.5M $0.07 %0.01 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 1,9741.5M $0.38 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,9471.4M $0.06 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,9471.4M $0.18 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,9331.4M $0.40 %0.01 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1,9221.4M $1.13 %0.01 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,8771.4M $0.24 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,7651.3M $0.04 %0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 1,7611.3M $0.05 %0.01 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,7241.3M $0.01 %0.01 %as of Jun 30, 2026 ↗
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 1,6451.2M $1.52 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 1,5971.2M $0.05 %0.01 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,5801.2M $0.22 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,5601.1M $0.17 %0.01 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,5531.2M $0.09 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 1,5501.1M $0.13 %0.01 %as of May 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 1,5401.1M $0.10 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 1,4101M $0.12 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 1,3851M $0.33 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,340909K $0.07 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,320982.8K $0.23 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,306972.4K $0.02 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,299954.3K $0.08 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 1,273947.8K $0.18 %0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 1,267943.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 1,191886.7K $0.18 %0.01 %as of Jul 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 1,181879.3K $0.34 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 1,175863.2K $0.18 %0.01 %as of Jun 30, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 1,170859.6K $1.65 %0.01 %as of Jun 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 1,121760.4K $0.35 %0.01 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 1,118832.4K $0.03 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,102809.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 1,037761.8K $0.05 %0.01 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 1,031767.6K $0.33 %0.01 %as of Jul 31, 2026 ↗
Natixis Gateway Quality Income ETF Natixis ETF Trust 1,030756.7K $0.29 %0.01 %as of Jun 30, 2026 ↗
Simplicity Global Tema Simplicity AB 1,0004.4M SEK1.95 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,000734.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 995731K $0.10 %0.00 %as of Jun 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 985723.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 973724.4K $0.19 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 955701.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 955701.6K $0.43 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 943702.1K $3.38 %0.00 %as of Jul 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 940699.9K $1.94 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 918674.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 913670.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 898659.7K $0.27 %0.00 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 891604.4K $0.07 %0.00 %as of May 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 885600.3K $0.04 %0.00 %as of May 31, 2026 ↗
ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST 870647.7K $1.48 %0.00 %as of Jul 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 862641.8K $2.82 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 789579.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 773567.9K $0.02 %0.00 %as of Jun 30, 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 7.48 %as of Jun 30, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 3.81 %as of Mar 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 3.72 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 3.57 %as of Jul 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 3.53 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 3.40 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 3.38 %as of Jul 31, 2026 ↗
Invesco Building & Construction ETF Invesco Exchange-Traded Fund Trust 3.07 %as of Jul 31, 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 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 2.91 %as of Jul 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
2026Q3320+294,804,149-7.1 %
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
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Titelia. "Fund shareholders of IES HOLDINGS INC". https://titelia.com/en/stocks/ies-holdings-inc-US44951W1062