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Disclosery

INDY ISHARES TR

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UIT EXCHANGE TRADED (fund)

100 managers (100 13F filers) reported a position in INDY shares at 2025-03-31, 4,027,629 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
100
13F filers
100
New
14
Added
18
Reduced
29
Sold out
11
Shares held by filers
4,027,629

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,978,251$100M<0.01%+38,04213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY323,512$16.4M<0.01%-79,11013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155,887$7.91M<0.01%-105,17413F-HRTimelineGroup
UBS Group AGin group UBS Group AG153,709$7.8M<0.01%+4,72713F-HRTimelineGroup
LPL Financial LLC151,748$7.7M<0.01%-25,99813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group129,235$6.56M0.86%+3,50013F-HRTimelineGroup
Summit Financial, LLC126,467$6.42M0.18%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,283$6.41M<0.01%-139,93913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,811$4.46M<0.01%+57,74913F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC66,018$3.35M0.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,736$2.88M<0.01%new13F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP38,804$1.97M<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC35,639$1.81M0.01%+2,51713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,511$1.7M<0.01%-11,71813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,230$1.59M<0.01%-39,64113F-HR/ATimelineGroup
BANQUE PICTET & CIE SA30,000$1.52M0.02%013F-HRTimeline
BEARING POINT CAPITAL, LLC25,940$1.32M0.28%new13F-HRTimeline
Creative Planningin group Creative Planning24,628$1.25M<0.01%+3613F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,063$1.07M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,218$1.03M<0.01%-4,00513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,075$1.02M<0.01%-4,57613F-HRTimelineGroup
IFP Advisors, Inc19,873$1.01M0.03%-20313F-HRTimeline
CIBC WORLD MARKET INC.19,793$1M<0.01%+36313F-HRTimeline
Atom Investors LP18,370$933K0.11%-30413F-HRTimeline
Unique Wealth Strategies, LLC18,338$931K0.42%013F-HRTimeline
FLOW TRADERS U.S. LLC17,261$876K0.04%+3,88813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,000$812K<0.01%-1,64613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,211$671K0.01%+1,01113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO11,690$594K0.04%013F-HRTimelineGroup
BRIGHTON JONES LLC11,177$567K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,610$539K<0.01%-1,77313F-HRTimelineGroup
Cetera Investment Advisers10,559$536K<0.01%-26613F-HRTimeline
EVOKE WEALTH, LLC10,365$526K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,829$499K<0.01%-3,40913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,086$461K<0.01%+3,01913F-HRTimelineGroup
Clearstead Advisors, LLC8,982$456K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC8,825$448K0.16%+4,55413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,420$427K<0.01%-8,71913F-HRTimeline
FMR LLCin group FMR LLC7,505$381K<0.01%+8313F-HRTimelineGroup
Clarity Capital Partners LLC7,256$368K0.15%+1,12413F-HRTimeline
Finley Financial, LLC6,960$368K0.2%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,071$359K0.04%+1,28813F-HRTimeline
Artisan Partners Limited Partnership6,704$340K<0.01%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,593$339K0.35%-38113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,341$322K0.01%-5,10813F-HRTimelineGroup
Viewpoint Capital Management LLC6,005$305K0.16%013F-HRTimeline
Cambridge Investment Research Advisors,…5,807$295K<0.01%+913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,567$282K<0.01%+2,01013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,474$278K<0.01%-67013F-HRTimelineGroup
Rathbones Group PLC5,120$260K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,058$257K<0.01%new13F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC5,000$254K0.15%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,926$250K0.02%-7113F-HRTimeline
NewEdge Advisors, LLC4,861$247K<0.01%-5,32413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,033$244K<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC4,589$233K<0.01%013F-HRTimeline
TrinityBridge Ltd4,560$232K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,401$223K<0.01%-30413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,344$221K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC4,173$212K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,187$212K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,054$206K<0.01%-7113F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL3,982$202K0.07%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,535$179K0.08%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,714$138K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,714$138K<0.01%-4,38513F-HRTimelineGroup
Breakwater Investment Management2,565$130K0.06%013F-HRTimeline
WEBSTER BANK, N. A.2,560$130K0.01%013F-HRTimeline
RHUMBLINE ADVISERS2,430$123K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,768$89.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,600$81.2K<0.01%-57513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,586$80.5K<0.01%-20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,284$65.2K<0.01%+1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,173$59.6K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,135$57.6K<0.01%-10113F-HRTimeline
Farther Finance Advisors, LLC966$48.7K<0.01%-2313F-HRTimeline
First Horizon Advisors, Inc.870$44.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/680$34.5K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA609$30.9K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA600$30.5K0.01%013F-HRTimeline
Parallel Advisors, LLC496$25.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\470$23.9K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.410$20K0.01%+22013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC375$19.1K<0.01%013F-HRTimelineGroup
Copia Wealth Management363$18.4K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors335$17K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC305$15.5K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…280$14.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278$14.1K<0.01%-9013F-HRTimelineGroup
CoreCap Advisors, LLC232$11.8K<0.01%new13F-HRTimeline
Pacific Center for Financial Services166$8.42K<0.01%013F-HRTimeline
WHITTIER TRUST CO135$6.85K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC125$6K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC102$5K<0.01%new13F-HRTimeline
Rice Partnership, LLC18$914<0.01%-2313F-HRTimeline
Wood Tarver Financial Group, LLC9$459<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division9$457<0.01%013F-HRTimeline
Continuum Advisory, LLC6$305<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$51<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.