IBCP · Independent Bank Corp · Shareholders & Ownership

$36.92 -0.21 (-0.57%) Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$824.26M

22.20M

Volume · Oct 28 206.36K Avg daily vol (3M) 191.05K

Every disclosed holder of IBCP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IBCP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	193	18,020,114	81.17%	Yes
Insiders (Forms 3, 4, 5)	18	591,689	2.67%	Yes
13D/G-only blocks	1	1,232,165	5.55%	Yes
Remaining	—	2,355,327	10.61%	Rest
Registered funds (N-PORT, not summed)	240	7,992,279	36.00%	No

Shares outstanding: 22,199,295, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IBCP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,984,939	13.45%	+91,860	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	527,524	2.38%	+23,108	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	186,904	0.84%	+14,895	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	162,864	0.73%	-5,193	Aug 31, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	67,427	0.30%	+17,010	Jun 30, 2026	iShares Trust, not summed
1.5	iShares ESG Aware MSCI USA Small-Cap ETF Fund S000061604 · Registered fund · Aug 31, 2026 iShares Trust, not summed	65,407	0.29%	+1,076	Aug 31, 2026	iShares Trust, not summed
2	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,232,165	5.55%	—	Mar 31, 2025	Rule 13d-1(b), qualified institution
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	890,443	4.01%	+29,296	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	151,509	0.68%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	115,085	0.52%	+217	Jul 31, 2026	Dimensional ETF Trust, not summed
3.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,455	0.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	74,875	0.34%	+667	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	68,427	0.31%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	879,625	3.96%	-25,575	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	824,463	3.71%	+111,277	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	252,219	1.14%	+67,113	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,418	0.03%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	912	0.00%	+102	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
5.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	481	0.00%	+21	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	780,992	3.52%	+67,729	Jun 30, 2026	carried, not yet filed for the newest quarter
7	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	756,325	3.41%	+160,546	Jun 30, 2026	carried, not yet filed for the newest quarter
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	697,724	3.14%	+74,697	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	557,757	2.51%	+71,632	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	97,967	0.44%	-861	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	48,597	0.22%	+5,126	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	12,944	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	12,311	0.06%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	633,476	2.85%	+51,450	May 31, 2026	American Century ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	622,500	2.80%	-30,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,500	2.78%	+35,209	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	537,677	2.42%	+34,247	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	415,987	1.87%	-127,163	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	20,915	0.09%	+1,150	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	18,598	0.08%	-77,811	Jul 31, 2026	Goldman Sachs Trust, not summed
13.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	9,202	0.04%	-9,077	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,255	0.04%	+779	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
14	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,293	1.75%	-8,600	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	380,322	1.71%	-2,712	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	188,538	0.85%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
16	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,624	1.56%	+21,334	Jun 30, 2026	carried, not yet filed for the newest quarter
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	344,118	1.55%	+30,689	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,633	1.53%	+130,649	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	329,514	1.48%	-1,339	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	125,520	0.57%	-44,800	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	124,409	0.56%	-2,460	Jul 31, 2026	TIAA-CREF Funds, not summed
19.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	23,437	0.11%	-1,858	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	16,276	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
19.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	7,901	0.04%	+214	Jul 31, 2026	NuShares ETF Trust, not summed
20	PL Capital Advisors, LLC 13F CIK 1569147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,985	1.44%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,638	1.44%	-31,733	Jun 30, 2026	carried, not yet filed for the newest quarter
22	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	273,132	1.23%	-21,443	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	124,100	0.56%	-5,100	Jul 31, 2026	Principal Funds, Inc, not summed
22.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,813	0.15%	+3,968	Jul 31, 2026	Principal Funds, Inc, not summed
22.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	11,300	0.05%	-300	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	252,470	1.14%	+66,389	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	181	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	237,391	1.07%	+6,092	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	234,625	1.06%	+8,626	Jun 30, 2026	JPMorgan Trust I, not summed
26	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	223,770	1.01%	+26,270	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	219,926	0.99%	-4,519	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	200,004	0.90%	+19,737	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	219,284	0.99%	+19,476	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,281	0.08%	0	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,373	0.05%	+740	Jun 30, 2026	Northern Funds, not summed
28.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,893	0.01%	-88	Jun 30, 2026	Northern Funds, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,161	0.95%	+124,804	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FJ Capital Management LLC 13F CIK 1599170 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,607	0.92%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,718	0.91%	+21,203	Jun 30, 2026	carried, not yet filed for the newest quarter
32	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,750	0.86%	+7,440	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	46,600	0.21%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
33	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,362	0.86%	+7,344	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	198,585	0.89%	+16,127	Aug 31, 2026	ProShares Trust, not summed
33.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	1,146	0.01%	+205	Aug 31, 2026	ProShares Trust, not summed
33.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	815	0.00%	+72	Aug 31, 2026	ProShares Trust, not summed
33.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	634	0.00%	-101	Aug 31, 2026	ProShares Trust, not summed
33.5	ProShares Hedge Replication ETF Fund S000031041 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	17	0.00%	-2	Aug 31, 2026	ProShares Trust, not summed
34	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	178,957	0.81%	+43,217	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,544	0.04%	+2,160	Jun 30, 2026	AQR Funds, not summed
34.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,160	0.01%	—	Mar 31, 2026	AQR Funds, not summed
35	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,623	0.76%	+10,636	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Kessel William B Insider CIK 1290904 · Sep 15, 2026 Director, President & CEO, issuer-wide	166,958	0.75%	-1,898	Sep 15, 2026	Director, President & CEO, issuer-wide
37	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	163,971	0.74%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	149,542	0.67%	+2,127	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Ategra Capital Management, LLC 13F CIK 1741369 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,223	0.63%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	138,935	0.63%	+121,410	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	134,803	0.61%	+1,497	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	127,555	0.57%	+13,776	Jul 31, 2026	Federated Hermes MDT Series, not summed
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	116,599	0.53%	+1,367	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	108,183	0.49%	-2,296	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	21,476	0.10%	+1,820	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
44.2	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	11,500	0.05%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
44.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,300	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
44.4	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,420	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
45	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,000	0.48%	+39,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	103,132	0.46%	+71,675	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	102,729	0.46%	+3,740	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,839	0.46%	-8,566	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	98,850	0.45%	+48,754	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	85,017	0.38%	+3,552	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	22,777	0.10%	-2,119	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	6,651	0.03%	-173	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed

29 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 39311 CUSIP 453838609 13F (30d) 32 filings 32 filers Visit website Investor relations