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Disclosery

INDY ISHARES TR

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UIT EXCHANGE TRADED (fund)

104 managers (104 13F filers) reported a position in INDY shares at 2025-06-30, 4,154,215 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
104
13F filers
104
New
15
Added
33
Reduced
12
Sold out
11
Shares held by filers
4,154,215

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.2,092,377$114M<0.01%+114,12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY301,559$16.4M<0.01%-21,95313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,775$8.36M<0.01%+65,96413F-HR/ATimelineGroup
LPL Financial LLC152,205$8.28M<0.01%+45713F-HRTimeline
UBS Group AGin group UBS Group AG145,416$7.91M<0.01%-8,29313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131,290$7.14M<0.01%-24,59713F-HRTimelineGroup
Summit Financial, LLC129,032$7.02M0.16%+2,56513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,529$5.96M<0.01%-16,75413F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group77,385$4.21M0.52%-51,85013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd46,866$2.55M0.04%+42,52213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,302$2.46M<0.01%+39,82813F-HRTimelineGroup
Owen LaRue, LLC43,238$2.35M1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC41,504$2.26M0.01%+5,86513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP38,911$2.12M<0.01%+10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,450$1.93M<0.01%+1,93913F-HRTimelineGroup
BANQUE PICTET & CIE SA30,000$1.63M0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,277$1.54M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,248$1.54M<0.01%-28,48813F-HRTimelineGroup
BEARING POINT CAPITAL, LLC25,970$1.41M0.26%+3013F-HRTimeline
Creative Planningin group Creative Planning24,888$1.35M<0.01%+26013F-HRTimelineGroup
IFP Advisors, Inc24,553$1.34M0.04%+4,68013F-HRTimeline
CIBC WORLD MARKET INC.23,330$1.27M<0.01%+3,53713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,163$1.26M<0.01%+3,08813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\22,257$1.21M<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,063$1.15M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,168$1.1M<0.01%-5013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,744$965K<0.01%+1,74413F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC13,857$754K0.43%+8,85713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,211$718K0.01%013F-HRTimelineGroup
Cetera Investment Advisers12,490$679K<0.01%+1,93113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,113$663K<0.01%+6,54613F-HRTimelineGroup
Unique Wealth Strategies, LLC11,790$641K0.27%-6,54813F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,690$636K0.04%013F-HR/ATimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC11,403$620K0.13%new13F-HR/ATimeline
BRIGHTON JONES LLC11,260$612K0.02%+8313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,011$599K<0.01%+1,92513F-HR/ATimelineGroup
CARRET ASSET MANAGEMENT, LLC10,818$588K0.06%+3,74713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,790$587K<0.01%+96113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,776$586K<0.01%+16613F-HRTimelineGroup
EVOKE WEALTH, LLC10,365$564K0.01%013F-HRTimeline
Clearstead Advisors, LLC8,982$488K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC8,825$480K0.15%013F-HRTimeline
NewEdge Advisors, LLC8,797$478K<0.01%+3,93613F-HRTimeline
FMR LLCin group FMR LLC8,645$470K<0.01%+1,14013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,520$463K<0.01%+10013F-HRTimeline
Finley Financial, LLC6,960$378K0.19%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,593$367K0.36%013F-HRTimeline
Artisan Partners Limited Partnership6,704$365K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC6,005$327K0.16%013F-HRTimeline
Cambridge Investment Research Advisors,…5,864$319K<0.01%+5713F-HRTimeline
Rathbones Group PLC5,120$278K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,058$275K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,033$274K<0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co4,926$268K0.02%013F-HRTimeline
Obermeyer Wealth Partners4,601$250K0.01%new13F-HRTimeline
TrinityBridge Ltd4,560$248K0.01%013F-HRTimeline
GK Wealth Management LLC4,370$238K0.24%new13F-HRTimeline
NewEdge Wealth, LLC4,589$237K<0.01%013F-HRTimeline
SCOTIA CAPITAL INC.4,308$234K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC4,173$227K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,054$220K<0.01%013F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL3,982$217K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,721$202K0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC3,705$201K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,714$148K0.02%013F-HRTimeline
Breakwater Investment Management2,565$139K0.05%013F-HRTimeline
WEBSTER BANK, N. A.2,560$139K0.01%013F-HRTimeline
RHUMBLINE ADVISERS2,430$132K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,349$128K<0.01%-36513F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS2,309$126K0.05%-1,22613F-HRTimeline
Steward Partners Investment Advisory, L…2,193$119K<0.01%+90913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,661$90.3K<0.01%+7513F-HRTimelineGroup
Farther Finance Advisors, LLC1,316$71.6K<0.01%+35013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,173$63.8K<0.01%013F-HRTimelineGroup
COMERICA BANK1,135$61.7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.870$47.3K<0.01%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…687$37.4K0.02%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/680$37K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA609$33.1K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA600$32.6K0.01%013F-HRTimeline
Parallel Advisors, LLC496$27K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\470$25.6K<0.01%013F-HRTimelineGroup
Activest Wealth Management466$25.3K0.01%new13F-HRTimeline
Copia Wealth Management399$21.7K0.02%+3613F-HRTimeline
HAZLETT, BURT & WATSON, INC.410$21K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC337$18.3K<0.01%-3813F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors335$18.2K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…330$17.9K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.310$16.9K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC305$16.6K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…280$15.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278$15.1K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC242$13K<0.01%+14013F-HRTimeline
Pacific Center for Financial Services166$9.02K<0.01%013F-HRTimeline
WHITTIER TRUST CO135$7.34K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC125$7K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.51$2.77K<0.01%new13F-HRTimeline
Rice Partnership, LLC27$1.47K<0.01%+913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$653<0.01%-1,75613F-HRTimelineGroup
Central Pacific Bank - Trust Division9$489<0.01%013F-HRTimeline
BIRCHBROOK, INC.2$109<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$54<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC9$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.