As of the latest SEC filings, IDEX CORP /DE/ (IEX) is held by 609 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $446,695,046.40 in market value, representing 0.02% of its portfolio.
Funds holding IDEX CORP /DE/ (IEX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IEX
- CIK:
- 0000832101
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $446,695,046.40 | 2,356,608 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.03% | $360,580,017.25 | 1,902,295 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.20% | $324,957,506.65 | 1,714,363 | Mar 31, 2026 | May 28, 2026 |
|
VPMAX
VANGUARD PRIMECAP FUND
|
MF | Vanguard | 0.37% | $270,906,945.05 | 1,429,211 | Mar 31, 2026 | May 28, 2026 |
|
EAASX
Eaton Vance Atlanta Capital SMID-Cap Fund
|
MF | Eaton Vance | 2.13% | $209,578,232.10 | 1,105,662 | Mar 31, 2026 | May 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.34% | $206,924,342.55 | 1,091,661 | Mar 31, 2026 | May 28, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.36% | $205,661,750.00 | 1,085,000 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.03% | $199,529,810.62 | 952,546 | Feb 28, 2026 | Apr 24, 2026 |
|
VHCAX
VANGUARD CAPITAL OPPORTUNITY FUND
|
MF | Vanguard | 0.78% | $191,773,231.95 | 1,011,729 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.22% | $188,980,953.70 | 867,482 | Apr 30, 2026 | Jun 29, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.03% | $182,555,036.35 | 963,097 | Mar 31, 2026 | May 28, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 1.44% | $167,528,460.10 | 883,822 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.03% | $165,792,182.10 | 874,662 | Mar 31, 2026 | May 28, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.87% | $107,724,136.90 | 514,270 | Feb 28, 2026 | Apr 29, 2026 |
|
PHO
Invesco Water Resources ETF
|
ETF | Invesco | 4.39% | $91,664,744.50 | 420,770 | Apr 30, 2026 | Jun 26, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.07% | $91,539,262.90 | 420,194 | Apr 30, 2026 | Jun 26, 2026 |
|
VPCCX
VANGUARD PRIMECAP CORE FUND
|
MF | Vanguard | 0.67% | $91,336,942.10 | 481,862 | Mar 31, 2026 | May 28, 2026 |
|
FAMWX
FAM VALUE FUND
|
MF | Independent / Boutique | 4.82% | $81,796,511.50 | 431,530 | Mar 31, 2026 | Jun 1, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.03% | $80,164,106.90 | 422,918 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.28% | $79,583,894.35 | 419,857 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.07% | $64,850,241.55 | 297,683 | Apr 30, 2026 | Jun 26, 2026 |
|
FIW
First Trust Water ETF
|
ETF | First Trust | 3.48% | $61,972,993.40 | 326,948 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.12% | $60,993,860.85 | 279,981 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $54,772,557.55 | 288,961 | Mar 31, 2026 | May 28, 2026 |
|
CSECX
Calvert Equity Fund
|
MF | Calvert / Morgan Stanley | 1.30% | $49,483,733.45 | 261,059 | Mar 31, 2026 | May 26, 2026 |
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