INDV · Indivior Pharmaceuticals, Inc. · Shareholders & Ownership

$34.54 +0.67 (+1.98%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.00B

118.01M

Volume · Oct 20 770.24K Avg daily vol (3M) 2.31M

Every disclosed holder of INDV 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 INDV

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)	341	123,664,104	104.79%	Yes
Insiders (Forms 3, 4, 5)	13	1,559,116	1.32%	Yes
13D/G-only blocks	1	909,053	0.77%	Yes
Remaining	—	8,118,624	-6.88%	Negative
Registered funds (N-PORT, not summed)	327	51,934,071	44.01%	No

Shares outstanding: 118,013,649, 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 INDV

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	18,709,432	15.85%	+167,212	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	7,345,306	6.22%	-151,915	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,078,829	2.61%	+11,987	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,095,631	0.93%	+18,425	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	981,962	0.83%	+138,236	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Pharmaceuticals ETF Fund S000009417 · Registered fund · Jun 30, 2026 iShares Trust, not summed	316,782	0.27%	-32,185	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	7,572,287	6.42%	-319,532	Jun 30, 2026	carried, not yet filed for the newest quarter
3	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Sep 23, 2026 Rule 13d-1(c), passive investor, not summed	6,343,651	5.38%	+1,537,095	Sep 23, 2026	Rule 13d-1(c), passive investor, not summed
3.1	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,098,945	1.78%	-2,496,590	Jun 30, 2026	carried, not yet filed for the newest quarter
4	OAKTREE CAPITAL MANAGEMENT LP 13F CIK 949509 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,127,212	5.19%	-856,890	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,495,486	4.66%	-91,090	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,992,071	4.23%	+88,078	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	1,116,796	0.95%	-13,156	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	696,600	0.59%	+37,998	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	171,638	0.15%	-8,183	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	42,800	0.04%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	24,632	0.02%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,615,816	3.91%	+86,233	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	3,873,712	3.28%	-95,898	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Two Seas Capital LP 13F CIK 1823138 · Registered investment adviser · Sep 30, 2026	3,671,072	3.11%	+191,579	Sep 30, 2026
10	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	3,540,344	3.00%	+1,999,416	Sep 30, 2026
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,395,702	2.88%	-110,115	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	160	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
12	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,316,358	2.81%	+3,204,765	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	1,062,981	0.90%	—	Jul 31, 2026	Franklin Value Investors Trust, not summed
12.2	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	332,496	0.28%	0	Jul 31, 2026	Franklin Strategic Series, not summed
12.3	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	316,382	0.27%	—	Jun 30, 2026	Putnam Funds Trust, not summed
12.4	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	311,625	0.26%	—	Jul 31, 2026	Franklin Strategic Series, not summed
12.5	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	257,106	0.22%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,159,866	2.68%	+234,178	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Madison Avenue Partners, LP 13F CIK 1801265 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,874,368	2.44%	-1,440,794	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,797,172	2.37%	-86,333	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MANGROVE PARTNERS IM, LLC 13F CIK 1535392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,676,730	2.27%	-65,704	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,667,827	2.26%	-906,217	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,299,054	1.95%	+419,015	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	302,390	0.26%	+105,647	Jun 30, 2026	Driehaus Mutual Funds, not summed
18.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	137,034	0.12%	-1,490	Jun 30, 2026	Driehaus Mutual Funds, not summed
19	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,152,304	1.82%	+72,300	Jun 30, 2026	Capitol Series Trust, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,896,605	1.61%	+564,477	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	400,307	0.34%	+76,954	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	346,078	0.29%	+218,188	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	253,277	0.21%	+3,652	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	186,083	0.16%	-877	Jul 31, 2026	Dimensional ETF Trust, not summed
20.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	106,724	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,983	1.56%	+281,220	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,665,208	1.41%	+338,272	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21.2	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	142,389	0.12%	+133,859	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
21.3	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	87,455	0.07%	-16,477	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	42,000	0.04%	+4,625	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.5	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	37,433	0.03%	+1,290	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22	DEERFIELD MANAGEMENT COMPANY, L.P. 13F CIK 1009258 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,895	1.40%	-1,448,895	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,086	1.39%	-681,178	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,609,803	1.36%	-2,281	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,468,749	1.24%	+251,028	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	1,397,534	1.18%	+6,243	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Newtyn Management, LLC 13F CIK 1569241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,305,795	1.11%	-694,205	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,250,639	1.06%	+1,155,696	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,772	1.05%	+80,369	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	60,668	0.05%	+4,134	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,330	0.02%	+18,096	Jul 31, 2026	FlexShares Trust, not summed
29.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,803	0.01%	0	Jun 30, 2026	Northern Funds, not summed
29.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,271	0.01%	-322	Jun 30, 2026	Northern Funds, not summed
30	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,234,355	1.05%	-23,200	Jun 30, 2026	Capitol Series Trust, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,224,609	1.04%	+82,724	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	599,604	0.51%	-5,973	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	291,569	0.25%	+25,881	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	117,152	0.10%	+1,594	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	74,115	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	73,239	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,618	0.98%	-1,031,646	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,343	0.93%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Soleus Capital Management, L.P. 13F CIK 1802630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,064,000	0.90%	-210,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,191	0.88%	+1,041,191	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,024,724	0.87%	+650,990	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	955,110	0.81%	+816,160	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	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	518,300	0.44%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
37.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	18,143	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	18,089	0.02%	+3,592	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38	Oaktree Capital Holdings, LLC 13D CIK 1790787 · Unknown · Aug 11, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	909,053	0.77%	—	Aug 11, 2026
39	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	907,024	0.77%	-838,727	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	863,668	0.73%	+5,492	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	856,000	0.73%	-74,911	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	327,840	0.28%	-6,480	Jul 31, 2026	TIAA-CREF Funds, not summed
41.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	243,562	0.21%	-79,218	Jun 30, 2026	College Retirement Equities Fund, not summed
41.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	156,459	0.13%	+10,942	Jul 31, 2026	TIAA-CREF Funds, not summed
41.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	97,011	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
41.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	6,823	0.01%	-170	Jun 30, 2026	TIAA-CREF Life Funds, not summed
42	Ciaffoni Joseph Insider CIK 1443841 · Jun 22, 2026 Director, President and CEO, issuer-wide	790,330	0.67%	+654,354	Jun 22, 2026	Director, President and CEO, issuer-wide
43	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,188	0.66%	+125,775	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	688,241	0.58%	+108,600	Jun 30, 2026	OBERWEIS FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	772,174	0.65%	+4,796	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	175,085	0.15%	+17,642	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	89,829	0.08%	-8,310	Jul 31, 2026	Principal Funds, Inc, not summed
44.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,221	0.01%	+2,726	Jul 31, 2026	Principal Funds, Inc, not summed
44.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	888	0.00%	+318	Jul 31, 2026	Principal Funds, Inc, not summed
45	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	751,723	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	744,074	0.63%	+61,297	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,974	0.00%	-40	Jul 31, 2026	BNY Mellon ETF Trust, not summed
47	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	733,974	0.62%	-657,638	Jun 30, 2026	carried, not yet filed for the newest quarter
48	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	698,900	0.59%	-1,136,200	Jun 30, 2026	carried, not yet filed for the newest quarter
49	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	696,268	0.59%	-1,712,897	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	40,903	0.03%	+17,511	May 31, 2026	Goldman Sachs ETF Trust, not summed
49.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	23,128	0.02%	+16,316	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
49.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	19,515	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
49.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	3,273	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
49.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,861	0.00%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
50	Claret Asset Management Corp 13F CIK 1735513 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,523	0.58%	-21,744	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1625297 CUSIP 45579U109 13F (30d) 28 filings 28 filers Visit website Investor relations