Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
278 institutional managers reported holding INDV for the quarter ended Mar 31, 2026. Together they hold about 93% of shares outstanding; the top 10 hold 51%. 77 opened new positions; 53 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 18.54M | 14.37% | $565.4M | added +1.7% | 2024 Q4 |
| Vanguard Group | 14.53M | 11.26% | $442.9M | added +165% | 2023 Q2 |
| State Street | 4.90M | 3.80% | $149.5M | added +5.3% | 2025 Q2 |
| Two Seas Capital LP (focused) | 4.75M | 3.68% | $144.7M | trimmed -7.1% | 2023 Q2 |
| Millennium Management | 4.60M | 3.56% | $140.1M | added +96.6% | 2024 Q1 |
| Fuller & Thaler Asset Management, INC. | 4.53M | 3.51% | $138.1M | trimmed -28.9% | 2025 Q3 |
| Madison Avenue Partners, LP (focused) | 4.32M | 3.35% | $131.6M | trimmed -31.3% | 2023 Q2 |
| Citadel Advisors | 3.57M | 2.77% | $109.0M | added +16.7% | 2024 Q1 |
| Morgan Stanley | 3.51M | 2.72% | $106.9M | trimmed -19.9% | 2023 Q2 |
| Deerfield Management Company, L.p. | 3.10M | 2.40% | $94.5M | trimmed -8.7% | 2024 Q3 |
| Geode Capital | 2.93M | 2.27% | $89.2M | added +3.1% | 2023 Q2 |
| Mangrove Partners IM, LLC | 2.74M | 2.13% | $83.6M | unchanged | 2024 Q3 |
| Goldman Sachs | 2.41M | 1.87% | $73.5M | trimmed -24.2% | 2023 Q2 |
| Arrowstreet Capital | 2.32M | 1.80% | $70.8M | added +36.2% | 2025 Q4 |
| UBS | 2.19M | 1.70% | $66.9M | added +122.5% | 2023 Q2 |
| Newtyn Management, LLC (focused) | 2.00M | 1.55% | $61.0M | trimmed -21.1% | 2024 Q3 |
| Driehaus Capital Management LLC | 1.88M | 1.46% | $57.3M | trimmed -6% | 2025 Q3 |
| Healthcare OF Ontario Pension Plan Trust Fund | 1.84M | 1.42% | $56.0M | trimmed -20.4% | 2025 Q4 |
| Barclays PLC | 1.75M | 1.35% | $53.2M | trimmed -7% | 2023 Q2 |
| Invesco | 1.56M | 1.21% | $47.6M | added +444.8% | 2025 Q3 |
| Acadian Asset Management | 1.39M | 1.08% | $42.4M | trimmed -54.9% | 2025 Q1 |
| Dimensional Fund Advisors | 1.33M | 1.03% | $40.6M | added +19.1% | 2025 Q3 |
| Soleus Capital Management, L.p. | 1.27M | 0.99% | $38.8M | added +1174% | 2025 Q3 |
| Federated Hermes, INC. | 1.22M | 0.94% | $37.1M | added +78.2% | 2025 Q3 |
| Northern Trust | 1.16M | 0.90% | $35.4M | added +6.9% | 2025 Q2 |
| Charles Schwab Investment Management | 1.14M | 0.89% | $34.8M | trimmed -8.2% | 2025 Q2 |
| Gendell Jeffrey L | 1.10M | 0.85% | $33.4M | unchanged | 2024 Q4 |
| Nuveen | 930.9k | 0.72% | $28.4M | trimmed -0.7% | 2023 Q4 |
| BNP Paribas Financial Markets | 857.2k | 0.66% | $26.1M | added +676.8% | 2025 Q4 |
| Principal Financial Group INC | 767.4k | 0.59% | $23.4M | added +10.7% | 2025 Q3 |
| Claret Asset Management CORP | 707.3k | 0.55% | $21.6M | opened | 2024 Q4 |
| Melqart Asset Management (UK) LTD (focused) | 684.3k | 0.53% | $20.9M | opened | 2024 Q3 |
| BNY Mellon | 682.8k | 0.53% | $20.8M | trimmed -2.5% | 2025 Q2 |
| Bank OF America CORP /DE/ | 667.1k | 0.52% | $20.3M | trimmed -17% | 2023 Q2 |
| Rubric Capital Management LP | 662.5k | 0.51% | $20.2M | added +32.9% | 2024 Q4 |
| Oberweis Asset Management INC/ | 653.4k | 0.51% | $19.9M | added +53.8% | 2025 Q4 |
| PFM Health Sciences, LP | 574.7k | 0.45% | $17.5M | added +59.3% | 2025 Q1 |
| FMR (Fidelity) | 527.7k | 0.41% | $16.1M | added +6.3% | 2023 Q2 |
| Divisadero Street Capital Management, LP | 521.1k | 0.40% | $15.9M | trimmed -81.3% | 2025 Q2 |
| Jefferies Financial Group INC. | 507.9k | 0.39% | $15.5M | added +4.3% | 2023 Q2 |
| Public Sector Pension Investment Board | 446.6k | 0.35% | $13.6M | added +3.4% | 2025 Q4 |
| Qube Research & Technologies LTD | 429.4k | 0.33% | $13.1M | opened | 2026 Q1 |
| Alta Fundamental Advisers LLC (focused) | 409.5k | 0.32% | $12.5M | unchanged | 2023 Q2 |
| LSV Asset Management | 373.7k | 0.29% | $11.4M | added +28.4% | 2025 Q3 |
| Hudson Bay Capital | 364.2k | 0.28% | $11.1M | opened | 2026 Q1 |
| Krensavage Asset Management, LLC (focused) | 339.5k | 0.26% | $10.4M | unchanged | 2024 Q3 |
| Rhumbline Advisers | 333.3k | 0.26% | $10.2M | added +5.7% | 2025 Q2 |
| Hennion & Walsh Asset Management, INC. | 330.7k | 0.26% | $10.1M | added +4.1% | 2024 Q4 |
| Danske Bank A/S | 322.5k | 0.25% | $9.8M | opened | 2026 Q1 |
| Man Group | 316.6k | 0.24% | $9.7M | added +214.8% | 2025 Q3 |
Largest 50 of 278 shown; the full ranked, searchable register is at boothcheck.com/holders/INDV. 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.