| 3.49% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $225.5M | -1.6% | 4.405% | 0.00% |
| 5 | STATE STREET CORP | 5.0M | $204.8M | +1.8% | 4.001% | 0.00% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 4.6M | $189.4M | +1.9% | 3.700% | 0.52% |
| 7 | Two Seas Capital LP | 3.5M | $142.8M | -26.7% | 2.789% | 2.83% |
| 8 | MORGAN STANLEY | 3.4M | $139.3M | -3.1% | 2.722% | 0.01% |
| 9 | FRANKLIN RESOURCES INC | 3.3M | $136.1M | +2871.8% | 2.658% | 0.03% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $129.7M | +8.0% | 2.533% | 0.01% |
| 11 | Madison Avenue Partners, LP | 2.9M | $117.9M | -33.4% | 2.304% | 5.08% |
| 12 | CITADEL ADVISORS LLC | 2.9M | $117.7M | -22.6% | 2.300% | 0.01% |
| 13 | MANGROVE PARTNERS IM, LLC | 2.7M | $109.8M | -2.4% | 2.145% | 7.22% |
| 14 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.3M | $94.3M | +22.3% | 1.843% | 0.55% |
| 15 | MILLENNIUM MANAGEMENT LLC | 2.1M | $86.1M | -54.3% | 1.682% | 0.03% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $77.8M | +42.4% | 1.520% | 0.01% |
| 17 | Invesco Ltd. | 1.8M | $75.6M | +18.0% | 1.477% | 0.01% |
| 18 | UBS Group AG | 1.7M | $69.0M | -23.3% | 1.347% | 0.01% |
| 19 | DEERFIELD MANAGEMENT COMPANY, L.P. | 1.6M | $67.7M | -46.8% | 1.321% | 0.71% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | $67.4M | -29.3% | 1.316% | 0.03% |
| 21 | Assenagon Asset Management S.A. | 1.5M | $63.2M | — | 1.235% | 0.04% |
| 22 | FEDERATED HERMES, INC. | 1.5M | $60.3M | +20.6% | 1.177% | 0.09% |
| 23 | JANE STREET GROUP, LLC | 1.4M | $58.4M | +3021.7% | 1.141% | 0.00% |
| 24 | Newtyn Management, LLC | 1.3M | $53.6M | -34.7% | 1.047% | 6.69% |
| 25 | Point72 Asset Management, L.P. | 1.3M | $51.3M | +1217.3% | 1.002% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in INDV — a direct measure of their conviction.
| 70.96% |
| +9.24 pp |
| $801M |
| 14% |
| Q4 2024 | 110 | +11% | 61.72% | +5.94 pp | $937M | +21% |
| Q3 2024 | 99 | — | 55.78% | — | $772M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
79 institutions opened new positions in INDV during Q2 2026, while 39 fully exited. 205 added to existing positions and 40 trimmed.
INDV institutional ownership fell by 2.95 percentage points quarter-over-quarter, with a net change of +46 holders.
The top 10 institutions account for 50.9% of all reported 13F value in INDV, and the top 25 account for 74.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.