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IDEX CORP
IDEX CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 318 Institutional holders with a total value of $7,005,985,490.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 400 1,000 0.00% Call
2 QS Investors, LLC 6 1,000 0.00%
3 TCI Wealth Advisors, Inc. 21 2,000 0.00%
4 Tarbox Family Office, Inc. 18 2,000 0.00%
5 FineMark National Bank & Trust 25 2,000 0.00%
6 Archford Capital Strategies, LLC 33 3,000 0.00%
7 TORTOISE CAPITAL ADVISORS, L.L.C. 29 3,000 0.00%
8 Evercore Wealth Management, LLC 53 5,000 0.00%
9 GENEOS WEALTH MANAGEMENT INC. 69 6,000 0.00%
10 ENTERPRISE FINANCIAL SERVICES CORP 71 7,000 0.00%
11 CITY HOLDING CO 70 7,000 0.00%
12 First Horizon Advisors, Inc. 93 8,000 0.00%
13 Cornerstone Advisors, Inc. 85 8,000 0.00%
14 KANALY TRUST CO 101 9,000 0.00%
15 Weaver C. Barksdale & Associates, Inc. 110 10,000 0.00%
16 Advisory Services Network, LLC 121 11,000 0.00%
17 VERSANT CAPITAL MANAGEMENT, INC 129 12,000 0.00%
18 Gemmer Asset Management LLC 141 13,000 0.00%
19 ADVANTAGE INVESTMENT MANAGEMENT, LLC 153 14,000 0.00%
20 ZIONS BANCORPORATION 175 16,000 0.00%
21 PRENTISS SMITH & CO INC 170 16,000 0.00%
22 SIMPLEX TRADING, LLC 184 17,000 0.00%
23 FARMERS & MERCHANTS INVESTMENTS INC 201 19,000 0.00%
24 Ledyard National Bank 211 20,000 0.00%
25 PROFICIO CAPITAL PARTNERS LLC 212 20,000 0.00%
26 Plante Moran Financial Advisors, LLC 213 20,000 0.00%
27 BROWN BROTHERS HARRIMAN & CO 246 23,000 0.00%
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 247 24,000 0.00%
29 HIGH POINT BANK & TRUST CO 262 25,000 0.00%
30 KRILOGY FINANCIAL LLC 312 29,000 0.00%
31 Oakworth Capital, Inc. 308 29,000 0.00%
32 CUTLER GROUP LLC / CA 319 29,000 0.00%
33 AllSquare Wealth Management LLC 335 31,000 0.00%
34 IFP ADVISORS, INC 376 35,000 0.00%
35 NumerixS Investment Technologies Inc 400 37,000 0.00%
36 FULLER & THALER ASSET MANAGEMENT, INC. 400 37,000 0.00%
37 Financial Architects, Inc 421 39,000 0.00%
38 QUADRANT CAPITAL GROUP LLC 504 46,000 0.00%
39 D.A. DAVIDSON & CO. 582 54,000 0.00%
40 MSI Financial Services Inc 611 57,000 0.00%
41 INTEGRATED INVESTMENT CONSULTANTS, LLC 765 66,000 0.00%
42 ADVISOR GROUP, INC. 762 70,000 0.00%
43 PARADIGM ASSET MANAGEMENT CO LLC 1,011 94,599 0.00%
44 WASHINGTON TRUST BANK 1,242 116,000 0.00%
45 Twin Tree Management, LP 1,320 124,000 0.00%
46 Creative Planning 1,326 124,000 0.00%
47 TLP GROUP LLC 1,361 127,000 0.00%
48 RIVERHEAD CAPITAL MANAGEMENT LLC 1,700 159,000 0.00%
49 PENSERRA CAPITAL MANAGEMENT LLC 1,727 161,000 0.00%
50 Estabrook Capital Management 1,750 163,748 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.