INDBINDEPENDENT BK CORP MASS
CUSIP 453836108 · Yahoo Finance ↗ · Google Finance ↗
Independent Bk Corp Mass (INDB) has 331 institutional holders in Filings Flow’s 13F database, together reporting 41.19M shares worth $3.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
331
Q1 2026
Reported Value
$3.0B
Ticker
INDB
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROCKLAND TRUST CO$2.5B AUM | 4.69% | $120M | 1.43M | Q2 2026 |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 1.95% | $11M | 144.0K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 1.81% | $71M | 939.7K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 1.47% | $78M | 1.04M | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 1.40% | $12M | 165.7K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 1.29% | $34M | 451.7K | Q1 2026OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 1.26% | $55M | 657.9K | Q2 2026 |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.04% | $5M | 70.0K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 1.02% | $16M | 221.8K | Q4 2025OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.99% | $20M | 266.1K | Q1 2026OLDER |
| Siena Capital Partners GP, LLC$385M AUM | 0.83% | $3M | 42.4K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.75% | $2M | 21.3K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 0.58% | $1M | 18.7K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.54% | $2M | 25.3K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.52% | $1M | 19.2K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.49% | $10M | 137.6K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.41% | $1M | 12.7K | Q2 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.40% | $6M | 82.1K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.38% | $2M | 20.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.34% | $53M | 700.8K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.34% | $625,101 | 8.3K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.33% | $3M | 41.9K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.32% | $470,288 | 6.3K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.29% | $752,100 | 10.0K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.28% | $2M | 26.6K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.27% | $38M | 505.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.27% | $548,958 | 7.3K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.27% | $2M | 23.3K | Q2 2026 |
| Alliance Private Wealth, LLC$288M AUM | 0.27% | $773,405 | 9.2K | Q2 2026 |
| Aries Wealth Management$455M AUM | 0.25% | $1M | 14.9K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.20% | $2M | 32.4K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 0.20% | $1M | 16.4K | Q3 2025OLDER |
| Two Point Capital Management, Inc.$229M AUM | 0.17% | $389,889 | 5.2K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.15% | $4M | 49.8K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.14% | $630,259 | 8.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.13% | $386,128 | 5.1K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.13% | $265,416 | 3.5K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 0.12% | $480,042 | 5.7K | Q2 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.12% | $69M | 921.7K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $653,464 | 8.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.11% | $3M | 34.9K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.11% | $2M | 26.8K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.11% | $3M | 35.8K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.11% | $2M | 30.0K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.10% | $6M | 80.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.09% | $81M | 1.17M | Q3 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.09% | $329,871 | 4.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.09% | $3M | 34.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.08% | $8M | 121.3K | Q3 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 0.08% | $2M | 24.5K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.07% | $15M | 205.3K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.07% | $731,342 | 9.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 52.3K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.06% | $306,838 | 4.4K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $284,369 | 3.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $470,213 | 6.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.05% | $215,251 | 2.9K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.05% | $2M | 33.4K | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.05% | $40M | 535.0K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.05% | $229,811 | 2.7K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.04% | $193,064 | 2.6K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.04% | $146,160 | 2.0K | Q4 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.04% | $256,316 | 3.4K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.04% | $13M | 177.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.04% | $193M | 2.57M | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.04% | $1M | 14.2K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.04% | $358,992 | 5.2K | Q3 2025OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.04% | $329,721 | 4.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 28.7K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $26M | 340.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $4M | 58.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $106M | 1.46M | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.03% | $231,970 | 3.1K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.03% | $2M | 24.9K | Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.03% | $484,114 | 6.4K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.03% | $2M | 22.0K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $2M | 26.1K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.02% | $2M | 25.7K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.02% | $221,439 | 2.6K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $737,906 | 10.7K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $25M | 326.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $28M | 377.3K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.02% | $28,632 | 342 | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $182,535 | 2.4K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $338,633 | 4.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $17M | 221.5K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.02% | $47,458 | 631 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.02% | $2M | 26.0K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $347,169 | 4.6K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.02% | $10M | 131.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $13M | 178.6K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $2M | 29.7K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $178,189 | 2.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $11M | 144.3K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.01% | $206,828 | 2.8K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $249M | 3.31M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 40.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $74M | 985.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $337,768 | 4.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $993,599 | 13.2K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $7M | 92.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $852,581 | 11.3K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $545,122 | 7.2K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $3M | 34.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 99.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 27.0K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $281,661 | 3.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $12,109 | 161 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $16M | 208.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 88.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $18M | 241.0K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $3M | 40.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $306,481 | 4.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $537M | 7.14M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $4M | 52.3K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $10M | 138.0K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $30,498 | 406 | Q2 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $899,512 | 12.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $12,307 | 147 | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 23.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 13.4K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 28.7K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $2M | 24.4K | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $452,850 | 6.1K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 69.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $10,755 | 143 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 51.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $45M | 600.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $37M | 489.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $679,748 | 9.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $168,105 | 2.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $1M | 19.6K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $190M | 2.50M | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.01% | $31,889 | 424 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $429M | 5.87M | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $24M | 322.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,273 | 110 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 49.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $7M | 86.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 13.6K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $7M | 101.7K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $95M | 1.26M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $310,843 | 4.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $14,063 | 187 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 43.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $474,374 | 6.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $40M | 533.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $462,316 | 6.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $199,833 | 2.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $24,043 | 329 | Q2 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $426,742 | 5.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $59,341 | 812 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $41M | 546.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $478,910 | 6.4K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $922,075 | 12.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 35.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 17.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 56.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $24,949 | 298 | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $499,369 | 6.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $7M | 98.0K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $7M | 89.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $166M | 2.20M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 65.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $905,194 | 11.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $929,390 | 12.7K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $266,092 | 3.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $21,886 | 291 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $92,259 | 1.1K | Q2 2026 |
| Trust Co$1.1B AUM | 0.00% | $36,326 | 483 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $45M | 592.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $828,900 | 10.9K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $17,065 | 227 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $10,981 | 146 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $33,572 | 401 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 662.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 44.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $60,571 | 828 | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 73.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 17.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $41,290 | 565 | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $834,455 | 11.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $280,048 | 4.0K | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $9,852 | 131 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $182,700 | 2.5K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $7M | 99.0K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $354,239 | 4.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $861,079 | 11.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $27,487 | 358 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $307,752 | 4.1K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $649,363 | 8.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $135,504 | 1.9K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $912,010 | 12.1K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 23.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $125,149 | 1.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 112.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $466,452 | 6.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $4,889 | 65 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 64.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $12,184 | 162 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $461,714 | 6.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $437,045 | 5.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $67,538 | 898 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 178.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 18.0K | Q4 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $345,815 | 4.7K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9M | 113.1K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $28,496 | 379 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 15.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $450,504 | 6.5K | Q3 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $276,680 | 4.0K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,070 | 94 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $963,922 | 12.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 21.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $39,410 | 524 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $987,378 | 13.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $444,026 | 5.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $335,963 | 4.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 93.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 103.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $230,443 | 3.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $316,258 | 4.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 64.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 17.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $39,660 | 539 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 125.6K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $341,378 | 4.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 71.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $332,730 | 4.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 39.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $260,862 | 3.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $227,227 | 3.0K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,338 | 32 | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 29.4K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $243,503 | 3.3K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $209,310 | 2.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $118,590 | 1.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 44.0K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $5,415 | 72 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $5,386 | 71 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $207,204 | 2.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $647,585 | 8.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $7,521 | 100 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,137 | 55 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,265 | 70 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $300,779 | 4.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 21.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $239,849 | 3.3K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 37.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $56,483 | 751 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $202,992 | 2.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $15,568 | 207 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $903 | 12 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,558 | 35 | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $323,403 | 4.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $225,968 | 3.1K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $638,759 | 8.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $619,806 | 8.2K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $344,011 | 4.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $54,037 | 718 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $213,634 | 2.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $20,232 | 269 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 16.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 59.5K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $235,182 | 3.1K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $7,470 | 108 | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $408,390 | 5.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $135,378 | 1.8K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,031 | 27 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $957,724 | 12.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $9,853 | 131 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $413,204 | 5.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 26.7K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $4,143 | 55.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 22.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 50.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $406,059 | 5.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $946,107 | 13.7K | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $804 | 11 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $231,006 | 3.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $262,898 | 3.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $22,713 | 302 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,309 | 44 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $13,479 | 161 | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,363 | 58 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $10,229 | 136 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $425,011 | 5.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,274 | 70 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 67.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $21,435 | 285 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 20.5K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $213,145 | 2.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $218,485 | 2.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $526 | 7 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $478,111 | 6.4K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $224,863 | 3.1K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $279,029 | 3.7K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $1,429 | 19 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,384 | 20 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $161,478 | 2.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $17,985 | 260 | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,429 | 19 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $978 | 13 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,354 | 18 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $743,827 | 9.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $291,047 | 3.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $32,642 | 434 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,408 | 45 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $883,000 | 11.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $87,158 | 1.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,508 | 48 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $28,659 | 381 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,579 | 21 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $686 | 9 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $42,268 | 562 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,417 | 32 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $314 | 5 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,955 | 26 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $11,733 | 156 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,062 | 54 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $261,279 | 3.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $36,853 | 490 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $1,954 | 28 | Q3 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $226 | 3 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $226 | 3 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $20,826 | 285 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $40,613 | 540 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $300 | 4 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $527 | 7 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $3,266 | 42 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $11,959 | 159 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $602 | 8 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $527 | 7 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $133,746 | 1.8K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $162 | 2 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 14.5K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $2,031 | 27 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $226 | 3 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,610 | 48 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,747 | 112 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,805 | 24 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $903 | 12 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,868 | 27 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $47,683 | 634 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $75 | 1 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,168 | 82 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $7,521 | 100 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $70 | 1 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $752 | 10 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $376 | 5 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,796 | 93 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $75 | 1 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $968 | 14 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | — | $0 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.