IDA · Idacorp Inc · Shareholders & Ownership

$140.73 -1.33 (-0.94%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.80B

54.90M

Volume · Oct 23 20.51K Avg daily vol (3M) 558.51K

Every disclosed holder of IDA 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 IDA

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)	570	61,307,653	111.67%	Yes
Insiders (Forms 3, 4, 5)	23	241,655	0.44%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,650,274	-12.11%	Negative
Registered funds (N-PORT, not summed)	466	30,243,650	55.09%	No

Shares outstanding: 54,899,034, 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 IDA

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	6,833,539	12.45%	+339,560	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	1,896,166	3.45%	+106,795	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,038,123	1.89%	-3,586	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	230,430	0.42%	+23,749	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	172,000	0.31%	+1,295	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	133,275	0.24%	+1,574	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	3,292,407	6.00%	+40,211	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,495,175	4.55%	+51,651	Jun 30, 2026	carried, not yet filed for the newest quarter
4	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,452,290	4.47%	-403,945	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,452,290	4.47%	-403,945	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,384,505	4.34%	+864,119	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,207,405	4.02%	+765,867	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	343,003	0.62%	-11,700	Jul 31, 2026	Fidelity Securities Fund, not summed
6.2	Select Utilities Portfolio Fund S000007488 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	335,200	0.61%	—	May 31, 2026	Fidelity Select Portfolios, not summed
6.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	296,601	0.54%	+6,200	Jul 31, 2026	Fidelity Concord Street Trust, not summed
6.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	276,912	0.50%	-5,495	May 31, 2026	Fidelity Concord Street Trust, not summed
6.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	209,775	0.38%	+10,073	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,205,940	4.02%	+28,180	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	103	0.00%	+48	Jul 31, 2026	E Trade Trust, not summed
8	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,038,570	3.71%	+85,349	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,963,165	3.58%	+776,365	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,921,200	3.50%	-2,946	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	280,482	0.51%	+16,510	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	44,569	0.08%	+1,816	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	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	40,806	0.07%	+665	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	35,857	0.07%	-1,051	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
10.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,703	0.04%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	REAVES W H & CO INC 13F CIK 740913 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,065	3.22%	-30,413	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Reaves Infrastructure Fund Fund S000006467 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	10,524	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,758,194	3.20%	+15,772	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,712,288	3.12%	+941,476	Jun 30, 2026	carried, not yet filed for the newest quarter
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,439,828	2.62%	+89,348	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,323,491	2.41%	+214,578	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,271,119	2.32%	+5,363	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,372	2.16%	-309,970	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,110,367	2.02%	-89,534	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	254,372	0.46%	-5,024	Jun 30, 2026	AB TRUST, not summed
18.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	76,697	0.14%	-8,580	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
18.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	42,495	0.08%	-4,558	Jun 30, 2026	AB CAP FUND, INC., not summed
18.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	25,200	0.05%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
18.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,550	0.00%	-212	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
19	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,382	1.64%	+738,258	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	883,246	1.61%	-430,208	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	786,140	1.43%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
20.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	8,034	0.01%	+72	May 31, 2026	Neuberger Berman ETF Trust, not summed
21	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	839,489	1.53%	+318,348	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	374,701	0.68%	+46,306	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21.2	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	79,344	0.14%	-13,676	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.3	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	62,765	0.11%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
21.4	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	34,883	0.06%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
21.5	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,333	0.02%	-1,090	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	804,956	1.47%	-1,137	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,634	1.38%	+17,008	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	178,716	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	161,728	0.29%	+5,220	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	76,952	0.14%	+6,500	Jul 31, 2026	Dimensional ETF Trust, not summed
23.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	70,882	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	60,037	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,240	1.22%	+2,409	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	260,001	0.47%	-2,293	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,045	0.27%	-135	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	111,494	0.20%	-15,495	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,686	0.06%	+1,600	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,402	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,455	1.22%	-31,325	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	634,856	1.16%	+31,815	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	613,619	1.12%	+195,442	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	63,319	0.12%	+1,255	May 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,465	0.04%	+6,119	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	10,921	0.02%	0	May 31, 2026	Goldman Sachs Trust, not summed
27.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,500	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
27.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	5,608	0.01%	+387	Jul 31, 2026	Goldman Sachs Trust II, not summed
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,388	1.09%	-69,355	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	430,000	0.78%	-20,000	Jun 30, 2026	Victory Portfolios, not summed
28.2	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	33,408	0.06%	-1,147	Jun 30, 2026	Victory Portfolios II, not summed
28.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,385	0.01%	+127	Jul 31, 2026	Victory Portfolios III, not summed
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,084	1.08%	+133,296	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	38,602	0.07%	-1,250	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29.2	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	2,474	0.00%	+641	Jul 31, 2026	Columbia Funds Series Trust II, not summed
30	SOROS FUND MANAGEMENT LLC 13F CIK 1029160 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	546,085	0.99%	-31,205	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	527,676	0.96%	-223,267	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	518,754	0.94%	+119,123	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,723	0.94%	+53,723	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	476,822	0.87%	-12,343	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,216	0.02%	+742	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	467,365	0.85%	-12,246	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Zimmer Partners, LP 13F CIK 1565854 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	460,562	0.84%	-263,130	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	456,943	0.83%	-3,797	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	146,431	0.27%	-19,520	May 31, 2026	Principal Funds, Inc, not summed
37.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	21,183	0.04%	+508	Jul 31, 2026	Principal Funds, Inc, not summed
37.3	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	14,495	0.03%	—	May 31, 2026	Principal Funds, Inc, not summed
37.4	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,224	0.00%	+493	Jul 31, 2026	Principal Funds, Inc, not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	453,552	0.83%	+13,613	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,981	0.07%	+2,041	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,837	0.00%	+88	Jul 31, 2026	FlexShares Trust, not summed
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,368	0.78%	-34,497	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	First Trust North American Energy Infrastructure Fund Fund S000033458 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	270,553	0.49%	+8,079	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
39.2	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	219,611	0.40%	-28,503	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
39.3	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	92,366	0.17%	+8,650	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
39.4	First Trust Utilities AlphaDEX Fund Fund S000017704 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	46,571	0.08%	-57,701	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.5	FT Energy Income Partners Enhanced Income ETF Fund S000083823 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	17,001	0.03%	+252	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
40	Virtus Reaves Utilities ETF Fund S000049397 · Registered fund · Jul 31, 2026 ETFis Series Trust I, not summed	426,888	0.78%	-44,972	Jul 31, 2026	ETFis Series Trust I, not summed
41	Energy Income Partners, LLC 13F CIK 1388814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,649	0.73%	+6,688	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	EIP Growth and Income Fund Fund S000013896 · Registered fund · Jul 31, 2026 EIP Investment Trust, not summed	8,860	0.02%	+1,400	Jul 31, 2026	EIP Investment Trust, not summed
42	ANCHOR CAPITAL ADVISORS LLC 13F CIK 813933 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,636	0.72%	-17,816	Jun 30, 2026	carried, not yet filed for the newest quarter
43	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,626	0.72%	-242,765	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	130,570	0.24%	-1,680	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
43.2	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	126,070	0.23%	-1,575	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
43.3	Small-Cap Value Series Fund S000007001 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	54,445	0.10%	-456	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
43.4	Mid Cap Stock Portfolio Fund S000007304 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	28,040	0.05%	-420	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
43.5	Fundamental Equity Portfolio Fund S000007297 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	21,580	0.04%	-940	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
44	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,740	0.72%	+16,036	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	208,476	0.38%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
44.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	70,366	0.13%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
44.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	21,707	0.04%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
44.4	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	14,756	0.03%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
45	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	384,802	0.70%	+256,534	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	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	487,289	0.89%	-2,377	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
45.2	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	436,901	0.80%	-474	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
45.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	233,731	0.43%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
45.4	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	121,866	0.22%	+92,366	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
45.5	T. Rowe Price Spectrum Moderate Growth Allocation Fund Fund S000002138 · Registered fund · May 31, 2026 T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed	14,471	0.03%	-1,243	May 31, 2026	T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	379,602	0.69%	+157,056	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	53,400	0.10%	—	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	44,181	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	43,280	0.08%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
46.4	Nuveen Global Infrastructure Fund Fund S000020012 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	30,007	0.05%	+871	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
46.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,702	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	376,190	0.69%	+8,448	May 31, 2026	VANGUARD WORLD FUND, not summed
48	PGIM Jennison Utility Fund Fund S000004382 · Registered fund · May 29, 2026 Prudential Sector Funds, Inc., not summed	366,469	0.67%	-11,924	May 29, 2026	Prudential Sector Funds, Inc., not summed
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	363,415	0.66%	+23,026	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	350,055	0.64%	+14,463	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1057877 CUSIP 451107106 13F (30d) 96 filings 92 filers Visit website Investor relations