Who owns IESC (IESC)
Which tracked institutional funds hold IESC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IESC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IESC is one-sided between 2025-Q4 and 2026-Q1: 125 added or opened and 41 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IESC’s largest tracked holder by dollar value, GENDELL JEFFREY L, sizes it at 67.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 67.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IESC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 350 tracked filers holding IESC, 192 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IESC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- VANGUARD CAPITAL MANAGEMENT LLC$190M
- VANGUARD PORTFOLIO MANAGEMENT LLC$187M
- VANGUARD FIDUCIARY TRUST CO$29M
- Emerald Investment Advisers, LLC$7M
- RIHO Partners, LLC$4M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
Full exits 19
- VANGUARD GROUP INC$303M
- Driehaus Capital Management LLC$30M
- F/m Investments LLC$6M
- TWINBEECH CAPITAL LP$4M
- Verition Fund Management LLC$4M
- Squarepoint Ops LLC$3M
Largest adds
- GENDELL JEFFREY L$901M
- FMR LLC$338M
- FIRST TRUST ADVISORS LP$70M
- UBS Group AG$50M
- DIMENSIONAL FUND ADVISORS LP$40M
- GEODE CAPITAL MANAGEMENT, LLC$34M
Largest trims
- BlackRock, Inc.$115M
- NORGES BANK$39M
- Invesco Ltd.$10M
- ALGERT GLOBAL LLC$8M
- JANUS HENDERSON GROUP PLC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENDELL JEFFREY L trimmed | 10,340,248 | $4.9B | 53.5% | 2026-Q1 |
| FMR LLC added | 2,355,422 | $1.1B | 12.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 457,949 | $218M | 2.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 398,929 | $190M | 2.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 392,569 | $187M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 349,163 | $166M | 1.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 349,031 | $166M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 295,842 | $141M | 1.5% | 2026-Q1 |
| Pertento Partners LLP added | 231,239 | $110M | 1.2% | 2026-Q1 |
| STATE STREET CORP added | 207,544 | $99M | 1.1% | 2026-Q1 |
| UBS Group AG added | 178,399 | $85M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 177,590 | $85M | 0.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 165,174 | $79M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 156,393 | $75M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 152,667 | $73M | 0.8% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 149,029 | $71M | 0.8% | 2026-Q1 |
| AltraVue Capital, LLC trimmed | 129,767 | $62M | 0.7% | 2026-Q1 |
| Parsifal Capital Management, LP trimmed | 90,067 | $43M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 83,485 | $40M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 82,352 | $39M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 80,469 | $38M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 76,871 | $37M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 72,370 | $34M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 68,717 | $33M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 62,236 | $30M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 61,296 | $29M | 0.3% | 2026-Q1 |
| Ophir Asset Management Pty Ltd trimmed | 55,033 | $26M | 0.3% | 2026-Q1 |
| Swedbank AB trimmed | 54,000 | $26M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 53,402 | $25M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 50,100 | $24M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 47,968 | $23M | 0.2% | 2026-Q1 |
| United Capital Management of KS, Inc. trimmed | 44,486 | $21M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 43,513 | $21M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 39,974 | $19M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 38,971 | $19M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 40,131 | $18M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 33,837 | $16M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 33,244 | $16M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 33,020 | $16M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 31,073 | $15M | 0.2% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 27,456 | $13M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,667 | $13M | 0.1% | 2026-Q1 |
| Man Group plc added | 26,568 | $13M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 26,573 | $13M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 22,161 | $11M | 0.1% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 21,648 | $10M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 21,256 | $10M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 21,211 | $10M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 21,936 | $10M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 19,881 | $9M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 18,528 | $9M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,030 | $9M | 0.1% | 2026-Q1 |
| Steamboat Capital Partners, LLC trimmed | 17,953 | $9M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 17,740 | $8M | 0.1% | 2026-Q1 |
| State of Wyoming trimmed | 17,722 | $8M | 0.1% | 2026-Q1 |
| AdvisorShares Investments LLC trimmed | 16,485 | $8M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 16,344 | $8M | 0.1% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 15,346 | $7M | 0.1% | 2026-Q1 |
| RBF Capital, LLC | 15,000 | $7M | 0.1% | 2026-Q1 |
| Palisades Investment Partners, LLC added | 14,621 | $7M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 14,124 | $7M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 13,977 | $7M | 0.1% | 2026-Q1 |
| Fiera Capital Corp added | 13,530 | $6M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,105 | $6M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 12,654 | $6M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 12,261 | $6M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 11,984 | $6M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A | 11,954 | $6M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 11,953 | $6M | 0.1% | 2026-Q1 |
| Portolan Capital Management, LLC added | 11,869 | $6M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 11,575 | $6M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 10,822 | $5M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 10,748 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 10,694 | $5M | 0.1% | 2026-Q1 |
| CastleKnight Management LP trimmed | 10,455 | $5M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 10,309 | $5M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 9,798 | $5M | 0.1% | 2026-Q1 |
| De Lisle Partners LLP added | 9,500 | $5M | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 9,202 | $4M | 0.0% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 8,100 | $4M | 0.0% | 2026-Q1 |
| Moran Wealth Management, LLC added | 8,719 | $4M | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 8,616 | $4M | 0.0% | 2026-Q1 |
| RIHO Partners, LLC new | 8,540 | $4M | 0.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 8,478 | $4M | 0.0% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 7,876 | $4M | 0.0% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 7,655 | $4M | 0.0% | 2026-Q1 |
| Truvestments Capital LLC trimmed | 7,591 | $4M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 778,575 | $303M | 3.3% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 77,082 | $30M | 0.3% | 2025-Q4 stale |
| FUNDSMITH INVESTMENT SERVICES LTD. | 33,400 | $13M | 0.1% | 2025-Q3 stale |
| HENNESSY ADVISORS INC trimmed | 74,100 | $12M | 0.1% | 2025-Q1 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 53,000 | $9M | 0.1% | 2025-Q1 stale |
| Apis Capital Advisors, LLC trimmed | 28,800 | $9M | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 25,000 | $7M | 0.1% | 2025-Q2 stale |
| F/m Investments LLC trimmed | 15,562 | $6M | 0.1% | 2025-Q4 stale |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 12,676 | $5M | 0.1% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 11,470 | $5M | 0.0% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP new | 11,300 | $4M | 0.0% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 9,894 | $4M | 0.0% | 2025-Q4 stale |
| MEEDER ASSET MANAGEMENT INC added | 12,357 | $4M | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.