Security record · archived quarter
INDY
name pending profile ingest
39Tracked holders
-1Δ holders
3.80MShares held
$160.51MReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow +16.1% ·
net new positions -2.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.26M | +19.3% | $95.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 249.86K | -3.2% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 249.86K | -3.2% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 249.86K | -3.2% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 191.12K | +27.9% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 176.45K | +7.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 176.45K | +7.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 176.45K | +7.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 176.45K | +7.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 171.08K | +293.1% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 171.08K | +293.1% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 80.00K | +672.9% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 80.00K | +672.9% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Nomura Asset Management… | 73.22K | New | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 44.21K | -67.2% | $1.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 44.10K | New | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 22 | Schroder Investment Management Group | 43.06K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 41.73K | -69.5% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 41.73K | -69.5% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 38.61K | +28.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cibc World Market Inc. | 30.43K | +25.8% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 29.35K | -20.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 29.35K | -20.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 24.89K | -0.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Lazard Asset Management Llc | 23.00K | +9.2% | $971,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 22.26K | 0.0% | $940,136 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 21.13K | -6.5% | $871,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 16.91K | -7.5% | $714,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 16.01K | -7.1% | $676,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 13.12K | +19.3% | $554,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 10.40K | -19.5% | $439,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 10.17K | -0.3% | $429,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 8.75K | +17.2% | $369,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cerity Partners LLC | 8.68K | +36.3% | $366,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 8.68K | +36.3% | $366,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Artisan Partners Limited Partnership | 8.48K | 0.0% | $358,195 | 0.0% | Held | 2 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 6.97K | +63.4% | $294,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 5.36K | -10.9% | $226,298 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Rhumbline Advisers | 2.43K | 0.0% | $102,643 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.79K | +7.2% | $75,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.79K | +7.2% | $75,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 1.08K | New | $45,830 | 0.0% | New | 1 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 772 | -13.0% | $32,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 470 | 0.0% | $19,853 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 425 | -59.1% | $17,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 240 | -63.9% | $10,138 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cwm, Llc | 125 | 0.0% | $5,280 | 0.0% | Held | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 114 | -59.0% | $4,688 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 114 | -59.0% | $4,688 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Blair William & Co/Il | 55 | New | $2,323 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management… | $3.09M | 0.0% |
| Goldman Sachs Group | $1.86M | 0.0% |
| Fifth Third Bancorp | $45,830 | 0.0% |
| Blair William & Co/Il | $2,323 | 0.0% |
Exited
| Neuberger Berman Group LLC | $679,758 | was 0.0% |
| Stifel Financial Corp | $312,359 | was 0.0% |
| Bnp Paribas Financial Markets | $246,450 | was 0.0% |
| Bank of New York Mellon Corp | $220,998 | was 0.0% |
| Qube Research & Technologies… | $14,245 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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