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 | |
|---|---|---|---|---|---|
| 101 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,999 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 102 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 4,996 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 103 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 4,931 | 2.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 104 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 4,635 | 2.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 105 | YORKTOWN GROWTH FUND American Pension Investors Trust | 4,570 | 2.9M $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| 106 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,544 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 107 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 4,369 | 2.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 108 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 4,333 | 2.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 109 | Cliens Global Småbolag Cliens Kapitalförvaltning AB | 4,330 | 19.6M SEK | 3.81 % | as of Mar 31, 2026 · Original filing |
| 110 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 4,316 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 111 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,288 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 112 | Small Cap Index Fund Northern Funds | 4,217 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 113 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,062 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 114 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 4,046 | 2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 115 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,025 | 1.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 116 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,916 | 2.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 117 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,801 | 1.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 118 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,659 | 1.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 119 | Small Cap Index Fund VALIC Co I | 3,633 | 1.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 120 | Avantis Total Equity Markets ETF American Century ETF Trust | 3,593 | 1.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 121 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 3,369 | 1.7M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 122 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,357 | 1.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 123 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,300 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 124 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 3,243 | 2.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 125 | Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 3,231 | 1.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 126 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 3,178 | 2M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 127 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,140 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 128 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 3,113 | 2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 129 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,083 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 130 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 3,069 | 1.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 131 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,050 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 132 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 3,008 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 133 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,855 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 134 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 2,814 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 135 | ALPS Electrification Infrastructure ETF ALPS ETF TRUST | 2,707 | 1.3M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 136 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,693 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 137 | Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 2,670 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 138 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,664 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 139 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,656 | 1.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 140 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,589 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 141 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,585 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 142 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,580 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 143 | iShares Russell 3000 ETF iShares Trust | 2,550 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 144 | Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 2,358 | 1.5M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 145 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,330 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 146 | Diversified Equity Master Portfolio Master Investment Portfolio | 2,271 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 147 | Victory Extended Market Index Fund Victory Portfolios III | 2,232 | 1.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 148 | Polen 5Perspectives Small Growth Fund FundVantage Trust | 2,151 | 1.4M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| 149 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 1,990 | 985.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 150 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,979 | 1.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 151 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,978 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 152 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,933 | 921K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 153 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,779 | 847.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 154 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,762 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 155 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,724 | 821.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 156 | Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1,651 | 786.7K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 157 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,639 | 780.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 158 | Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 1,589 | 757.1K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 159 | Clearwater Select Equity Fund Clearwater Investment Trust | 1,580 | 752.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 160 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 1,550 | 767.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 161 | AQR Small Cap Momentum Style Fund AQR Funds | 1,507 | 718K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 162 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,441 | 928.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 163 | Cambria Value and Momentum ETF Cambria ETF Trust | 1,403 | 903.6K $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 164 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 1,397 | 665.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 165 | Putnam VT Small Cap Growth Fund Putnam Variable Trust | 1,380 | 657.5K $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| 166 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,340 | 663.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 167 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,323 | 852.1K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 168 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,310 | 624.2K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 169 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,299 | 618.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 170 | ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 1,295 | 834.1K $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 171 | Barrons 400 ETF ALPS ETF TRUST | 1,293 | 640.5K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 172 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,266 | 603.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 173 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,235 | 795.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 174 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,223 | 582.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 175 | Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds | 1,126 | 725.2K $ | 2.99 % | as of Apr 30, 2026 · Original filing |
| 176 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,112 | 550.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 177 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,095 | 521.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 178 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,081 | 515.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 179 | Small Cap Core Fund Northern Funds | 1,067 | 508.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 180 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,063 | 506.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 181 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,009 | 480.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 182 | Simplicity Global Tema Simplicity AB | 1,000 | 4.4M SEK | 1.95 % | as of Mar 31, 2026 · Original filing |
| 183 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 998 | 475.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 184 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 975 | 628K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 185 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 972 | 626K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 186 | Timothy Plan US Small Cap Core ETF Timothy Plan | 966 | 460.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 187 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 955 | 455K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 188 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 949 | 452.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 189 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 940 | 605.4K $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| 190 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 863 | 411.2K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 191 | Inspire 500 ETF Northern Lights Fund Trust IV | 814 | 403.2K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 192 | JNL/Mellon Industrials Sector Fund JNL Series Trust | 811 | 386.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 193 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 784 | 388.4K $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 194 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 755 | 359.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 195 | iShares MSCI World Small-Cap ETF iShares Trust | 750 | 371.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 196 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 750 | 357.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 197 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 715 | 354.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 198 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 714 | 459.9K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 199 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 686 | 326.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 200 | Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 685 | 441.2K $ | 2.41 % | as of Apr 30, 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 |