IBOC · International Bancshares Corp · Shareholders & Ownership

$66.09 +0.78 (+1.19%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.06B

62.19M

Volume · Oct 21 418.01K Avg daily vol (3M) 347.04K

Every disclosed holder of IBOC 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 IBOC

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)	301	44,239,557	71.13%	Yes
Insiders (Forms 3, 4, 5)	4	3,814,652	6.13%	Yes
13D/G-only blocks	1	1,785,537	2.87%	Yes
Remaining	—	12,351,768	19.86%	Rest
Registered funds (N-PORT, not summed)	339	24,791,734	39.86%	No

Shares outstanding: 62,191,514, 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 IBOC

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	7,048,194	11.33%	+403,102	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,849,583	2.97%	+58,979	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,439,966	2.32%	+95,720	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	473,199	0.76%	+52,322	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	151,763	0.24%	-3,166	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	143,629	0.23%	-2,662	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,350,198	5.39%	-51,411	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,258,656	5.24%	+71,836	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	566,808	0.91%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	435,130	0.70%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	412,161	0.66%	-1,840	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	364,168	0.59%	+5,693	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	222,482	0.36%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,128,416	5.03%	-100,162	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	545,000	0.88%	-220,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
4.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	23,719	0.04%	-11,348	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
4.3	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	5,755	0.01%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,810,776	4.52%	+185,882	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	483,828	0.78%	+103,685	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	273,815	0.44%	+9,354	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	183,291	0.29%	-6,856	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	43,863	0.07%	-156	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	39,353	0.06%	+624	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,495,909	4.01%	+21,395	Jun 30, 2026	carried, not yet filed for the newest quarter
7	SANCHEZ ANTONIO R JR Insider CIK 1060529 · Aug 15, 2025 Director, 10% Owner, issuer-wide	2,252,993	3.62%	—	Aug 15, 2025	Director, 10% Owner, issuer-wide
8	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Dec 29, 2023 Rule 13d-1(b), qualified institution	1,785,537	2.87%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,780,371	2.86%	+4,770	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,715,385	2.76%	+157,729	May 31, 2026	American Century ETF Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,573,378	2.53%	+82,481	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NIXON DENNIS E Insider CIK 1258447 · Nov 13, 2024 Director, CEO, issuer-wide	1,548,382	2.49%	—	Nov 13, 2024	Director, CEO, issuer-wide
13	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,306,605	2.10%	+218,944	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,284,229	2.07%	-5,834	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,106	1.87%	-1,376	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,035,745	1.67%	+111,826	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	95,046	0.15%	+15,690	Jul 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	80,151	0.13%	+32,045	Jun 30, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	57,185	0.09%	+15,603	Jul 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,041	0.03%	-856	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	13,653	0.02%	+607	Jul 31, 2026	Goldman Sachs Trust, not summed
17	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	885,768	1.42%	-426,906	Jun 30, 2026	carried, not yet filed for the newest quarter
18	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	839,850	1.35%	+295,036	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	476,205	0.77%	-2,323	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
18.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	381,043	0.61%	+66,100	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
18.3	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	61,450	0.10%	+3,710	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
18.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,376	0.01%	+1,856	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,972	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
19	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	820,840	1.32%	-316,732	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	50,636	0.08%	-21,703	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
19.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	40,685	0.07%	-13,399	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	36,232	0.06%	-1,331	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
19.4	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	21,918	0.04%	-4	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
19.5	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	20,540	0.03%	-4,600	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	813,018	1.31%	-8,649	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	750,864	1.21%	+83,890	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,195	0.07%	—	Jun 30, 2026	Northern Funds, not summed
21.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,183	0.06%	+1,264	Jun 30, 2026	Northern Funds, not summed
21.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,063	0.05%	+2,957	Jun 30, 2026	Northern Funds, not summed
21.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,500	0.02%	+566	Jul 31, 2026	FlexShares Trust, not summed
21.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,480	0.01%	-213	Jun 30, 2026	Northern Funds, not summed
22	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	729,929	1.17%	-19,832	Sep 30, 2026
22.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	122,020	0.20%	0	May 31, 2026	Managed Portfolio Series, not summed
23	Tamar Securities, LLC 13F CIK 1703081 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,211	1.16%	-35,729	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	700,374	1.13%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	694,616	1.12%	-9,417	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	259,859	0.42%	-2,336	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	135,072	0.22%	+15,600	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	106,481	0.17%	-16,842	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	96,459	0.16%	-9,966	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,521	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	650,775	1.05%	-61,660	Jun 30, 2026	carried, not yet filed for the newest quarter
27	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	642,395	1.03%	-297,901	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	619,116	1.00%	+16,681	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,610	0.94%	+91,744	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	39,763	0.06%	-2	Jun 30, 2026	AQR Funds, not summed
29.2	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,172	0.02%	0	Jun 30, 2026	AQR Funds, not summed
29.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,617	0.01%	-1	Jun 30, 2026	AQR Funds, not summed
29.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	298	0.00%	+1	Jun 30, 2026	AQR Funds, not summed
29.5	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	236	0.00%	0	Jun 30, 2026	AQR Funds, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	436,744	0.70%	-11,508	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,013	0.00%	+95	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,256	0.68%	+37,308	Jun 30, 2026	carried, not yet filed for the newest quarter
32	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	416,231	0.67%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
33	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	377,605	0.61%	+10,486	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	369,540	0.59%	+10,803	May 31, 2026	ProShares Trust, not summed
33.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,567	0.00%	+202	May 31, 2026	ProShares Trust, not summed
33.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,032	0.00%	-1,325	May 31, 2026	ProShares Trust, not summed
33.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,008	0.00%	-1,363	May 31, 2026	ProShares Trust, not summed
33.5	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,870	0.00%	+67	May 31, 2026	ProShares Trust, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	365,865	0.59%	+9,869	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,100	0.52%	-141,904	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	POLARIS GLOBAL VALUE FUND Fund S000004556 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	94,563	0.15%	0	Jun 30, 2026	FORUM FUNDS, not summed
35.2	Pear tree polaris small cap fund Fund S000009493 · Registered fund · Jun 30, 2026 Pear Tree Funds, not summed	31,600	0.05%	+1,400	Jun 30, 2026	Pear Tree Funds, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	311,061	0.50%	+116,520	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	306,839	0.49%	+138,257	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	306,121	0.49%	+2,385	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	305,785	0.49%	+9,604	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	6	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
40	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,085	0.48%	-87,563	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	107,927	0.17%	-2,105	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	73,152	0.12%	-1,458	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,420	0.05%	-2,941	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.4	Invesco Zacks Multi-Asset Income ETF Fund S000060805 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,831	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	7,570	0.01%	+3,610	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	280,210	0.45%	+9,902	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	Boston Trust Walden Small Cap Fund Fund S000009927 · Registered fund · Jun 30, 2026 Boston Trust Walden Funds, not summed	253,669	0.41%	-3,377	Jun 30, 2026	Boston Trust Walden Funds, not summed
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	237,074	0.38%	+64,380	Jun 30, 2026	carried, not yet filed for the newest quarter
44	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	233,830	0.38%	+178,817	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,655	0.36%	+1,688	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	219,339	0.35%	+93,474	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	71,527	0.12%	+7,465	Jul 31, 2026	TIAA-CREF Funds, not summed
46.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	48,008	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
46.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	38,140	0.06%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
46.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,055	0.00%	-34	Jun 30, 2026	TIAA Separate Account VA-1, not summed
46.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	843	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	217,979	0.35%	+5,579	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,778	0.32%	+200,778	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,265	0.31%	-1,595	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,495	0.28%	+5,248	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 315709 CUSIP 459044103 13F (30d) 31 filings 31 filers Visit website Investor relations