Security record · archived quarter
INDY
name pending profile ingest
34Tracked holders
-4Δ holders
3.52MShares held
$153.16MReported value
+2New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -7.2% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.23M | -1.7% | $96.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 176.47K | -29.4% | $7.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 176.47K | -29.4% | $7.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 145.44K | -23.9% | $6.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 138.79K | +16.2% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 138.79K | +16.2% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 138.79K | +16.2% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 138.79K | +16.2% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 138.79K | +16.2% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 130.71K | -23.6% | $5.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 130.71K | -23.6% | $5.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 127.87K | +59.8% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 126.35K | -28.4% | $5.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 126.35K | -28.4% | $5.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 126.35K | -28.4% | $5.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Nomura Asset Management… | 59.30K | -19.0% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 53.11K | +20.1% | $2.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Schroder Investment Management Group | 45.06K | +4.7% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 38.67K | -7.3% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 38.67K | -7.3% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 26.93K | -8.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 26.93K | -8.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 24.96K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 24 | Lazard Asset Management Llc | 23.40K | +1.7% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 22.26K | 0.0% | $967,067 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 21.88K | New | $950,526 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 20.68K | -16.9% | $898,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 17.00K | -19.5% | $743,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 15.35K | -4.1% | $666,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 13.15K | -65.9% | $571,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 11.62K | -31.2% | $505,019 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 9.63K | -5.3% | $418,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 9.27K | -29.4% | $402,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 8.94K | -14.0% | $388,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 8.71K | +0.4% | $378,556 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 8.71K | +0.4% | $378,556 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 8.40K | -3.9% | $365,138 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Cibc World Market Inc. | 5.75K | -81.1% | $249,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 4.93K | -8.1% | $214,050 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.98K | +11.0% | $86,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.98K | +11.0% | $86,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.08K | -0.5% | $46,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 721 | -6.6% | $31,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 425 | 0.0% | $18,466 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 114 | 0.0% | $4,971 | 0.0% | Held | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 114 | 0.0% | $4,971 | 0.0% | Held | 4 | SEC ↗ |
| 47 | Blair William & Co/Il | 100 | +81.8% | $4,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.08M | 0.0% |
| Captrust Financial Advisors | $950,526 | 0.0% |
Exited
| Goldman Sachs Group | $1.86M | was 0.0% |
| Artisan Partners Limited… | $358,195 | was 0.0% |
| D. E. Shaw & Co. | $294,413 | was 0.0% |
| Rhumbline Advisers | $102,643 | was 0.0% |
| Us Bancorp \De\ | $19,853 | was 0.0% |
| Bank Of Montreal /Can/ | $10,138 | 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: Q2 2026 ·
Methodology ·
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