INDB · Independent Bank Corp · Shareholders & Ownership

$83.43 +2.13 (+2.62%) At close · Oct 22

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.95B

47.37M

Volume · Oct 22 515.94K Avg daily vol (3M) 377.35K

Every disclosed holder of INDB 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 INDB

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)	353	40,332,605	85.15%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,036,494	14.85%	Rest
Registered funds (N-PORT, not summed)	310	21,182,568	44.72%	No

Shares outstanding: 47,369,099, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 INDB

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	6,979,611	14.73%	-162,714	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	2,907,169	6.14%	-72,100	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,246,709	2.63%	+38,461	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	432,885	0.91%	+4,606	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	236,920	0.50%	-43,086	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	187,494	0.40%	+3,772	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	3,273,358	6.91%	-31,755	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,645,824	5.59%	+144,561	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	500,436	1.06%	+88,468	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	442,027	0.93%	-6,650	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	169,721	0.36%	+524	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	142,985	0.30%	-5,027	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	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	119,199	0.25%	+6,749	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,633,640	5.56%	+63,714	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	619,064	1.31%	+11,529	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	318,749	0.67%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	255,649	0.54%	+14,388	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	242,214	0.51%	+20,024	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	221,887	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,171,265	4.58%	-29,580	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,535,475	3.24%	-26,858	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,396	3.04%	+176,807	Jun 30, 2026	carried, not yet filed for the newest quarter
8	ROCKLAND TRUST CO 13F CIK 84616 · Unknown · Sep 30, 2026	1,389,563	2.93%	-38,388	Sep 30, 2026
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,179,183	2.49%	-276,659	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	221,830	0.47%	-4,543	Jun 30, 2026	AB TRUST, not summed
9.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	66,885	0.14%	-19,928	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
9.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	59,185	0.12%	-6,320	Jun 30, 2026	AB CAP FUND, INC., not summed
9.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	56,506	0.12%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
9.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,240	0.00%	-614	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,109,147	2.34%	-33,775	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	953,435	2.01%	+13,768	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	2,770	0.01%	-154	Jul 31, 2026	Valued Advisers Trust, not summed
12	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	917,172	1.94%	-4,566	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	689,136	1.45%	-64,155	May 29, 2026	Delaware Group Equity Funds V, not summed
13	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	733,718	1.55%	-251,719	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	714,013	1.51%	+66,412	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	7	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	702,084	1.48%	-25,864	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	638,976	1.35%	-18,895	Sep 30, 2026
16.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	118,000	0.25%	+1,000	May 31, 2026	Managed Portfolio Series, not summed
17	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	627,376	1.32%	-73,391	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	616,226	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	592,448	1.25%	-7,723	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	238,070	0.50%	-2,186	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	119,186	0.25%	+10,096	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	100,755	0.21%	-12,063	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,226	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	29,029	0.06%	+1,130	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	556,997	1.18%	+23,478	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,771	0.05%	+1,804	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,232	0.02%	+454	Jul 31, 2026	FlexShares Trust, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,097	0.02%	-202	Jun 30, 2026	Northern Funds, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	552,958	1.17%	+909	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	533,209	1.13%	-59,456	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	531,514	1.12%	-3,439	Jun 30, 2026	carried, not yet filed for the newest quarter
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	500,477	1.06%	-46,386	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	88,354	0.19%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	26,308	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,062	0.02%	+135	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	8,068	0.02%	+590	Jul 31, 2026	Goldman Sachs Trust II, not summed
24.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,455	0.01%	+1,631	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	492,923	1.04%	+3,274	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,762	0.00%	+8	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	469,098	0.99%	-36,576	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NFJ INVESTMENT GROUP, LLC 13F CIK 1862664 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,384	0.89%	-30,365	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	345,765	0.73%	+48,750	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	333,192	0.70%	+328,662	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	39,983	0.08%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
29.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	6,078	0.01%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
30	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	326,056	0.69%	-825	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	160,594	0.34%	+5,904	Jul 31, 2026	John Hancock Investment Trust II, not summed
30.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	13,133	0.03%	-1,293	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
30.3	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	3,473	0.01%	—	Jul 31, 2026	John Hancock Investment Trust II, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	321,764	0.68%	-501	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	295,399	0.62%	-45,298	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	286,871	0.61%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	ANSIN KEN S Insider CIK 1282759 · May 19, 2026 Director, issuer-wide, not summed	283,217	0.60%	+842	May 19, 2026	Director, issuer-wide, not summed
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	273,463	0.58%	-4,802	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,345	0.55%	-5,728	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	255,873	0.54%	+6,391	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,173	0.53%	+239,439	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,160	0.51%	+34,711	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	117,372	0.25%	+5,222	Jun 30, 2026	Victory Portfolios II, not summed
39.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	106,417	0.22%	+28,770	Jun 30, 2026	Victory Portfolios II, not summed
39.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	5,507	0.01%	-24	Jul 31, 2026	Victory Portfolios III, not summed
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	233,580	0.49%	-7,376	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	35,606	0.08%	-3,362	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,478	0.02%	+1,639	Jul 31, 2026	Principal Funds, Inc, not summed
41	Bridgewater Associates, LP 13F CIK 1350694 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,771	0.42%	-4,526	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,371	0.42%	+21,387	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	56,283	0.12%	+7,056	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	48,835	0.10%	-6,354	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,892	0.05%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,210	0.04%	+1,419	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,925	0.02%	+170	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	192,796	0.41%	-1,118	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
44	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	191,091	0.40%	0	Jun 30, 2026	Bridge Builder Trust, not summed
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	171,486	0.36%	+1,658	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	166,042	0.35%	-11,307	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,624	0.34%	+28,806	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	151,545	0.32%	-26,625	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	144,721	0.31%	+19,143	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	137,646	0.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

41 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 776901 CUSIP 453836108 13F (30d) 61 filings 60 filers Visit website