IBP · Installed Building Products, Inc. · Shareholders & Ownership

$186.94 -0.93 (-0.50%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.99B

26.58M

Volume · Oct 21 197.34K Avg daily vol (3M) 388.91K

Every disclosed holder of IBP 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 IBP

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	436	26,604,280	100.09%	Yes
Insiders (Forms 3, 4, 5)	13	565,402	2.13%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	590,505	-2.22%	Negative
Registered funds (N-PORT, not summed)	425	13,243,276	49.83%	No

Shares outstanding: 26,579,177, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 IBP

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	4,590,297	17.27%	+831,999	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,355,074	5.10%	-5,112	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	612,942	2.31%	+45,930	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,445	0.83%	+31,212	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	217,223	0.82%	-2,348	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	202,126	0.76%	+6,725	Jun 30, 2026	iShares Trust, not summed
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,840,712	6.93%	+27,911	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,009	5.26%	+30,881	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,225,859	4.61%	+165,564	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	247,065	0.93%	+66,852	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	206,025	0.78%	+893	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	127,575	0.48%	+8,111	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,274	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,553	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,780	4.37%	-268,222	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,161,708	4.37%	-389,455	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	305,935	1.15%	-176,797	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
5.3	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	249,387	0.94%	-4,484	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
5.4	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	149,530	0.56%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
5.5	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	140,711	0.53%	+46,961	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,081	3.87%	+1,319	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,359	2.81%	+65,810	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	727,794	2.74%	-4,629	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	689,947	2.60%	+336,681	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	261,048	0.98%	+31,600	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	259,172	0.98%	+120,784	Jul 31, 2026	Fidelity Capital Trust, not summed
9.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	151,478	0.57%	+57,955	Jul 31, 2026	Fidelity Securities Fund, not summed
9.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	133,948	0.50%	+113,751	Jun 30, 2026	Fidelity Covington Trust, not summed
9.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	116,934	0.44%	-1,381	May 31, 2026	Fidelity Concord Street Trust, not summed
10	TIMUCUAN ASSET MANAGEMENT INC/FL 13F CIK 1034541 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	652,368	2.45%	-174,499	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	636,759	2.40%	-15,281	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	37	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,458	2.14%	+41,664	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	122,810	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	84,642	0.32%	+7,224	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	55,423	0.21%	+7,491	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	41,499	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	41,095	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	525,344	1.98%	-3,356	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	524,575	1.97%	+130,074	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	473,123	1.78%	+306,124	Jun 30, 2026	carried, not yet filed for the newest quarter
16	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	454,005	1.71%	+454,005	Sep 30, 2026
17	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,555	1.67%	+64,243	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	48,037	0.18%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
17.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	28,010	0.11%	+390	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
17.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,993	0.02%	-6,351	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,199	0.00%	-1,646	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,069	0.00%	+221	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
18	Giverny Capital Inc. 13F CIK 1641864 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	397,662	1.50%	-6,003	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Edwards Jeffrey W. Insider CIK 1598688 · Sep 9, 2026 Director, President, CEO and Chairman, 10% Owner, issuer-wide	367,211	1.38%	—	Sep 9, 2026	Director, President, CEO and Chairman, 10% Owner, issuer-wide
19.1	Jeffrey W. Edwards 13G CIK 1598688 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor, not summed	3,524,938	13.26%	-376,143	Mar 31, 2026	Rule 13d-1(d), exempt investor, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,287	1.35%	+5,478	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	108,879	0.41%	-1,031	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,271	0.23%	+59	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	57,998	0.22%	+7,110	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,591	0.15%	-7,493	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,735	0.06%	+2,787	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	355,354	1.34%	-3,616	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
22	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	330,424	1.24%	+24,722	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	311,566	1.17%	+15,189	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	29,310	0.11%	-1,380	Jul 31, 2026	FlexShares Trust, not summed
23.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,078	0.05%	+1,303	Jun 30, 2026	Northern Funds, not summed
23.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,954	0.01%	-84	Jun 30, 2026	Northern Funds, not summed
23.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	632	0.00%	-292	Jul 31, 2026	FlexShares Trust, not summed
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	302,281	1.14%	+6,431	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	293,227	1.10%	-102,039	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,042	0.08%	+15,649	Jul 31, 2026	Goldman Sachs Trust, not summed
25.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,419	0.04%	+6,318	Jul 31, 2026	Goldman Sachs Trust, not summed
25.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	11,186	0.04%	-809	May 31, 2026	Goldman Sachs Trust, not summed
25.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,712	0.02%	-89	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.5	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	5,260	0.02%	0	May 31, 2026	Goldman Sachs Trust, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	271,573	1.02%	-27,156	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Virtus KAR Small-Cap Core Fund Fund S000021172 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	261,010	0.98%	-19,000	Jun 30, 2026	Virtus Equity Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	258,121	0.97%	+5,207	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,624	0.91%	-8,814	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	33,808	0.13%	-2,242	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29.2	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,660	0.08%	+7,595	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	5,169	0.02%	-5,097	May 31, 2026	Columbia Funds Series Trust II, not summed
29.4	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	602	0.00%	-17	Jul 31, 2026	Columbia Funds Series Trust II, not summed
29.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	34	0.00%	+4	Jun 30, 2026	Columbia ETF Trust I, not summed
30	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	236,260	0.89%	+37,361	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
31	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	234,394	0.88%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	227,772	0.86%	-81,255	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	155,140	0.58%	+31,499	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	18,194	0.07%	-757	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,474	0.06%	+552	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,755	0.04%	-161	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,957	0.02%	-5,184	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,412	0.83%	-14,638	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	208,918	0.79%	+30,287	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,615	0.76%	-1,319	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,310	0.75%	+94	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	175,000	0.66%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	193,430	0.73%	-2,040	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	190,126	0.72%	+70,106	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,819	0.68%	+181,819	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	175,271	0.66%	+4,463	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	166,374	0.63%	+85,351	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Paralel Advisors LLC 13F CIK 1895911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,000	0.62%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	164,338	0.62%	+7,465	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,737	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	163,550	0.62%	-9,279	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	163,233	0.61%	+4,625	Jun 30, 2026	carried, not yet filed for the newest quarter
46	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	162,576	0.61%	-1,951	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	9,750	0.04%	+728	Jun 30, 2026	Carillon Series Trust, not summed
46.2	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	7,548	0.03%	+1,649	Jun 30, 2026	Carillon Series Trust, not summed
47	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,538	0.61%	-5,950	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,323	0.58%	+61,151	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	70,141	0.26%	+21,240	Jun 30, 2026	Thrivent ETF Trust, not summed
48.2	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	14,770	0.06%	-347	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
48.3	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	11,325	0.04%	+6,860	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
48.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	10,778	0.04%	+7,603	Jul 31, 2026	Thrivent Mutual Funds, not summed
48.5	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	9,106	0.03%	+3,489	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
49	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	152,850	0.58%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
50	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	143,938	0.54%	+143,938	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1580905 CUSIP 45780R101 13F (30d) 57 filings 57 filers Visit website Investor relations