INDY
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -4 | 3.52M | $153.16M | +2 | −6 |
| Q1 2026 | 39 | -1 | 3.80M | $160.51M | +4 | −5 |
| Q4 2025 | 39 | +1 | 3.23M | $159.18M | +1 | — |
| Q3 2025 | 5 | 0 | 2.28M | $116.08M | — | — |
| Q2 2025 | 3 | 0 | 2.13M | $115.79M | — | — |
| Q1 2025 | 1 | +1 | 56.74K | $2.88M | +1 | — |
| Q3 2024 | 1 | -1 | 25.31K | $1.43M | — | −1 |
| Q2 2024 | 2 | — | 10.66K | $572,123 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.94M | -7.3% | $98.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 316.94K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 316.94K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 316.94K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 316.94K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 17.34K | -38.6% | $882,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 6.50K | -24.8% | $331,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 556 | — | $28,342 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 556 | — | $28,342 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 556 | — | $28,342 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 556 | — | $28,342 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 4.28M shares, $180.30M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.