Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
530 institutional managers reported holding IDA for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 50%. 69 opened new positions; 49 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.49M | 11.79% | $928.9M | trimmed -1.9% | ≤2013 |
| Vanguard Group | 6.15M | 11.16% | $879.0M | added +2.3% | ≤2013 |
| Wellington Management | 2.86M | 5.19% | $408.6M | trimmed -5.4% | 2022 Q3 |
| Morgan Stanley | 2.18M | 3.96% | $311.5M | added +3.5% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 1.95M | 3.55% | $279.4M | added +422.2% | 2022 Q3 |
| State Street | 1.92M | 3.50% | $275.2M | added +1.9% | ≤2013 |
| Reaves W H & CO INC | 1.80M | 3.27% | $257.5M | unchanged | 2023 Q4 |
| Jennison Associates LLC | 1.50M | 2.72% | $214.2M | added +0.9% | 2025 Q1 |
| FMR (Fidelity) | 1.44M | 2.62% | $206.2M | added +53.9% | ≤2013 |
| Two Sigma | 1.35M | 2.45% | $193.2M | added +152.9% | 2023 Q1 |
| Neuberger Berman Group LLC | 1.31M | 2.39% | $187.9M | added +1.1% | 2020 Q3 |
| AllianceBernstein | 1.20M | 2.18% | $171.6M | trimmed -10.3% | ≤2013 |
| Capital Group (American Funds) | 1.19M | 2.16% | $169.8M | opened | 2026 Q1 |
| Geode Capital | 1.11M | 2.01% | $158.6M | added +0.6% | ≤2013 |
| Pictet Asset Management Holding SA | 770.8k | 1.40% | $110.3M | trimmed -1.2% | 2020 Q3 |
| Dimensional Fund Advisors | 742.6k | 1.35% | $106.2M | unchanged | ≤2013 |
| Zimmer Partners, LP | 723.7k | 1.31% | $103.5M | trimmed -9.6% | 2025 Q3 |
| Gw&k Investment Management, LLC | 699.8k | 1.27% | $100.1M | trimmed -2.4% | 2016 Q2 |
| Charles Schwab Investment Management | 669.8k | 1.22% | $95.8M | added +3.2% | ≤2013 |
| Victory Capital Management INC | 667.7k | 1.21% | $95.5M | trimmed -15% | 2018 Q3 |
| Lord, Abbett & CO. LLC | 638.4k | 1.16% | $91.3M | trimmed -8.2% | ≤2013 |
| Soros Fund Management | 577.3k | 1.05% | $82.6M | trimmed -1.3% | 2025 Q2 |
| Invesco | 521.1k | 0.95% | $74.5M | trimmed -18% | ≤2013 |
| UBS | 515.8k | 0.94% | $73.8M | added +22.7% | ≤2013 |
| BNY Mellon | 489.2k | 0.89% | $70.0M | unchanged | ≤2013 |
| Boston Trust Walden CORP | 479.6k | 0.87% | $68.6M | trimmed -9.1% | 2020 Q4 |
| Principal Financial Group INC | 464.7k | 0.84% | $66.5M | trimmed -3% | ≤2013 |
| Life Cycle Investment Partners LTD | 462.9k | 0.84% | $66.2M | added +50.9% | 2025 Q4 |
| First Trust Advisors LP | 462.9k | 0.84% | $66.2M | trimmed -25.9% | ≤2013 |
| Capital Research Global Investors | 460.0k | 0.84% | $65.8M | added +30.8% | 2025 Q4 |
| Ameriprise Financial INC | 459.8k | 0.83% | $65.8M | added +3.7% | ≤2013 |
| Northern Trust | 439.9k | 0.80% | $62.9M | trimmed -2.2% | ≤2013 |
| Goldman Sachs | 418.2k | 0.76% | $59.8M | added +25.8% | ≤2013 |
| Anchor Capital Advisors LLC | 413.5k | 0.75% | $59.1M | trimmed -1% | 2021 Q1 |
| Energy Income Partners, LLC | 394.0k | 0.72% | $56.4M | added +0.8% | 2014 Q2 |
| Squarepoint Ops LLC | 378.9k | 0.69% | $54.2M | added +59.6% | 2017 Q4 |
| Franklin Resources | 378.7k | 0.69% | $54.2M | added +47% | ≤2013 |
| Palisade Capital Management, LP | 376.2k | 0.68% | $53.8M | trimmed -7.5% | ≤2013 |
| BNP Paribas Financial Markets | 362.9k | 0.66% | $51.9M | trimmed -8.8% | ≤2013 |
| Bank OF America CORP /DE/ | 340.4k | 0.62% | $48.7M | trimmed -5.3% | ≤2013 |
| Schroder Investment Management Group | 320.0k | 0.58% | $45.8M | trimmed -2.8% | 2025 Q1 |
| Brookfield CORP /ON/ | 311.2k | 0.56% | $44.5M | added +24.1% | 2025 Q2 |
| Raymond James Financial INC | 303.2k | 0.55% | $43.4M | trimmed -11% | 2017 Q2 |
| Mairs & Power INC | 301.4k | 0.55% | $43.1M | unchanged | 2025 Q2 |
| Westwood Holdings Group INC | 280.5k | 0.51% | $40.1M | trimmed -7.9% | 2016 Q2 |
| Legal & General Group PLC | 251.9k | 0.46% | $36.0M | trimmed -7.6% | ≤2013 |
| SEI Investments CO | 250.8k | 0.46% | $35.9M | trimmed -3.6% | ≤2013 |
| Deroy & Devereaux Private Investment Counsel INC | 242.4k | 0.44% | $34.7M | added +49.8% | 2025 Q3 |
| Connor, Clark & Lunn Investment Management LTD. | 240.6k | 0.44% | $34.4M | added +54% | 2023 Q4 |
| Nuveen | 222.5k | 0.40% | $31.8M | trimmed -4.6% | ≤2013 |
Largest 50 of 530 shown; the full ranked, searchable register is at boothcheck.com/holders/IDA. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.