INDB Independent Bank Corp. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$84.83
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$63–$88
89% of range
Analyst Rating
BUY
13 analysts
Price Target
$93
+10% upside
P/E (TTM)
19.1
ROE
6.2%
Net Profit Margin
23.9%

INDB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$84.83
Market Cap
$4.18B
P/E (TTM)
19.1
EPS (TTM)
$4.44
Revenue (TTM)
—
Div Yield
2.5%
ROE
6.2%
Debt/Equity
0.1
52W Range
$63 – $88

INDB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $4.44
10-point trend, +53.1%
2016-12-31 → 2025-12-31
Free Cash Flow $239M
10-point trend, +188.2%
2016-12-31 → 2025-12-31
Margins 23.9%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
INDB
Peer Median
P/E (TTM)
5-point trend, -29.9%
19.1
13.2
P/S (TTM)
5-point trend, -44.8%
4.9
2.4
P/B
5-point trend, -21.1%
1.2
1.1
Price / FCF
5-point trend, -35.6%
17.5
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
INDB
Peer Median
Net Profit Margin
5-point trend, +0.3%
23.9%
28.7%
ROA
5-point trend, +29.2%
0.93%
1.2%
ROE
5-point trend, +21.9%
6.2%
9.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
INDB
Peer Median
Debt / Equity
5-point trend, +140.0%
0.1
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
INDB
Peer Median
Revenue YoY
24.3%
—
Revenue CAGR 3Y
5.6%
—
Revenue CAGR 5Y
12.3%
—
EPS YoY
5-point trend, +28.0%
-1.8%
—
Net Income YoY
5-point trend, +69.5%
6.8%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
INDB
Peer Median
EPS (Diluted)
5-point trend, +28.0%
$4.44
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
INDB
Peer Median
Payout Ratio
5-point trend, -2.3%
50.6%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.5%
Payout Ratio
50.6%
5Y Div CAGR
—
Ex-dateAmount
June 29, 2026$0.6400
March 30, 2026$0.6400
Dec. 29, 2025$0.5900
Sept. 29, 2025$0.5900
June 30, 2025$0.5900
March 31, 2025$0.5900
Dec. 30, 2024$0.5700
Sept. 30, 2024$0.5700
July 1, 2024$0.5700
March 28, 2024$0.5700
Dec. 22, 2023$0.5500
Sept. 29, 2023$0.5500
June 23, 2023$0.5500
March 24, 2023$0.5500
Dec. 23, 2022$0.5500
Sept. 23, 2022$0.5100
June 24, 2022$0.5100
March 25, 2022$0.5100
Dec. 23, 2021$0.4800
Sept. 24, 2021$0.4800

INDB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 13 analysts
  • Strong Buy 4 30.8%
  • Buy 6 46.2%
  • Hold 2 15.4%
  • Sell 1 7.7%
  • Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-08-16
Median target $96.00 +13.2%
Mean target $93.43 +10.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.70 $1.81 -0.11%
March 31, 2026 $1.68 $1.69 -0.01%
Dec. 31, 2025 $1.70 $1.69 0.01%
Sept. 30, 2025 $1.55 $1.57 -0.02%
June 30, 2025 $1.25 $1.23 0.02%
March 31, 2025 $1.06 $1.18 -0.12%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
INDB $3.60B 16.5 24.3% 23.9% 6.2% —
UCB $3.77B 11.9 11.7% 30.9% 9.0% —
TCBI $4.69B 13.3 34.7% 26.3% 9.2% —
CATY $3.25B 10.7 2.9% 585.8% 10.8% —
WSFS $4.22B 10.9 — 27.0% 10.8% —
CVBF $2.52B 12.2 2.7% 40.6% 9.2% —
WSBC $3.19B 14.9 61.8% 22.7% 5.7% —
RNST — 17.0 37.7% — — —
MCHB — 11.5 3.3% 534.4% 9.4% —
BANF — — — — — —
MCHB — 11.5 3.3% 534.4% 9.4% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +826.7% · · $189M $30M $14M $34M $54M $26M $18M $19M $21M $20M
Interest Income 12-point trend, +372.3% $1.02B $853M $796M $643M $415M $402M $447M $324M $277M $247M $236M $216M
Pretax Income 12-point trend, +213.1% $262M $247M $315M $348M $157M $153M $218M $156M $135M $112M $92M $84M
Income Tax 12-point trend, +138.7% $57M $55M $76M $84M $36M $32M $53M $34M $47M $35M $27M $24M
Net Income 12-point trend, +242.8% $205M $192M $240M $264M $121M $121M $165M $122M $87M $77M $65M $60M
EPS (Basic) 12-point trend, +77.6% $4.44 $4.52 $5.42 $5.69 $3.47 $3.64 $5.03 $4.41 $3.19 $2.90 $2.51 $2.50
EPS (Diluted) 12-point trend, +78.3% $4.44 $4.52 $5.42 $5.69 $3.47 $3.64 $5.03 $4.40 $3.19 $2.90 $2.50 $2.49
Shares (Basic) 12-point trend, +93.2% 46,169,692 42,499,492 44,181,540 46,372,051 34,872,034 33,259,643 32,810,433 27,592,380 27,294,028 26,404,071 25,891,382 23,899,562
Shares (Diluted) 12-point trend, +92.5% 46,191,082 42,511,801 44,193,547 46,389,989 34,888,518 33,285,289 32,856,234 27,653,808 27,372,104 26,455,918 25,959,948 23,993,377
Balance Sheet 17
Annual Balance Sheet data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
PP&E (Net) 12-point trend, +240.5% $218M $193M $193M $197M $196M $116M $124M $98M $95M $78M $76M $64M
PP&E (Gross) 12-point trend, +238.1% $405M $358M $338M $324M $307M $216M $219M $183M $171M $147M $138M $120M
Accum. Depreciation 12-point trend, +235.4% $187M $165M $145M $127M $112M $100M $95M $85M $77M $68M $62M $56M
Goodwill 12-point trend, +540.0% $1.09B $985M $985M $985M $985M $506M $506M $506M $256M $222M $201M $170M
Intangibles 12-point trend, +1251.3% $134M $12M $18M $25M $33M $23M $29M $15M $9M $10M $12M $10M
Total Assets 12-point trend, +291.4% $24.91B $19.37B $19.35B $19.29B $20.42B $13.20B $11.40B $8.85B $8.08B $7.71B $7.21B $6.36B
Short-term Debt 3-point trend, -66.2% · · · · · · $50M $0 · · · $148M
Total Liabilities 12-point trend, +272.9% $21.35B $16.38B $16.45B $16.41B $17.40B $11.50B $9.69B $7.78B $7.14B $6.84B $6.44B $5.72B
Long-term Debt 5-point trend, -87.0% · · · · $14M $33M $75M $0 $108M · · ·
Total Debt 11-point trend, +231.3% $359M $63M $113M $113M $127M $145M $237M $111M $108M $108M $108M ·
Common Stock 12-point trend, +106.8% $490.0K $423.0K $427.0K $455.0K $472.0K $328.0K $342.0K $279.0K $273.0K $268.0K $260.0K $237.0K
Paid-in Capital 12-point trend, +648.7% $2.34B $1.91B $1.93B $2.11B $2.25B $946M $1.04B $528M $479M $452M $405M $312M
Retained Earnings 12-point trend, +284.1% $1.27B $1.17B $1.08B $934M $767M $716M $654M $547M $466M $414M $368M $330M
AOCI 12-point trend, -1764.6% $-40M $-90M $-115M $-163M $2M $41M $18M $-1M $-2M $-1M $-2M $-2M
Stockholders' Equity 12-point trend, +456.7% $3.57B $2.99B $2.90B $2.89B $3.02B $1.70B $1.71B $1.07B $944M $865M $771M $641M
Liabilities + Equity 12-point trend, +291.4% $24.91B $19.37B $19.35B $19.29B $20.42B $13.20B $11.40B $8.85B $8.08B $7.71B $7.21B $6.36B
Shares Outstanding 8-point trend, +105.2% 49,243,813 42,500,611 42,873,187 45,641,238 47,349,778 32,965,692 34,377,388 · · · · 23,998,738
Cash Flow 16
Annual Cash Flow data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +248.1% $42M $41M $36M $39M $33M $27M $19M $16M $16M $14M $12M $12M
Stock-based Comp 12-point trend, +231.3% $9M $7M $6M $4M $4M $4M $4M $4M $3M $3M $2M $3M
Deferred Tax 12-point trend, -215.6% $-3M $-11M $3M $-1M $3M $-18M $11M $-4M $9M $-5.0K $10M $3M
Amort. of Intangibles 6-point trend, +195.7% · · · · · · $7M $3M $4M $3M $3M $2M
Operating Cash Flow 12-point trend, +178.1% $251M $230M $277M $421M $190M $65M $217M $142M $131M $93M $90M $90M
CapEx 12-point trend, +58.0% $12M $20M $16M $22M $25M $13M $17M $11M $25M $10M $10M $8M
Investing Cash Flow 12-point trend, +101.7% $5M $-33M $-212M $-1.00B $-63M $-488M $20M $-388M $-317M $-239M $-206M $-293M
Net Debt Issued 4-point trend, +100.0% · · $0 $-14M $-19M $-42M · · · · · ·
Stock Repurchased 8-point trend, +60849000.00 $61M $31M $189M $140M $0 $95M $0 $0 · · · ·
Net Stock Activity 6-point trend, +36.0% $-61M $-31M $-189M $-140M $0 $-95M · · · · · ·
Dividends Paid 12-point trend, +363.0% $104M $96M $98M $94M $63M $61M $53M $40M $34M $30M $26M $22M
Financing Cash Flow 12-point trend, +80.0% $296M $-201M $-194M $-1.31B $817M $1.57B $-336M $283M $110M $159M $214M $164M
Net Change in Cash 12-point trend, +1550.0% $552M $-4M $-129M $-1.89B $944M $1.15B $-99M $37M $-76M $13M $98M $-38M
Taxes Paid 3-point trend, -20.4% $35M $51M $44M · · · · · · · · ·
Free Cash Flow 11-point trend, +202.4% $239M $209M $261M $399M $165M $52M $200M $131M $106M $83M $79M ·
Levered FCF 9-point trend, +81.9% · · $117M $377M $154M $25M $159M $111M $94M $70M $65M ·
Profitability 4
Annual Profitability data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +7.1% 23.9% 27.9% 32.8% 36.2% 23.8% 25.3% 32.5% 31.4% 25.5% 24.7% 22.3% ·
Pretax Margin 11-point trend, -3.6% 30.6% 35.8% 43.1% 47.8% 30.9% 31.9% 42.9% 40.3% 39.4% 36.1% 31.7% ·
ROA 11-point trend, -3.1% 0.93% 0.99% 1.2% 1.3% 0.72% 0.99% 1.6% 1.4% 1.1% 1.0% 0.96% ·
ROE 11-point trend, -27.2% 6.2% 6.4% 8.3% 9.2% 5.1% 7.1% 9.7% 11.7% 9.3% 9.1% 8.5% ·
Liquidity & Solvency 2
Annual Liquidity & Solvency data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 11-point trend, -28.3% 0.1 0.0 0.0 0.0 0.0 0.1 0.1 0.1 0.1 0.1 0.1 ·
LT Debt / Equity 11-point trend, -28.3% 0.1 0.0 0.0 0.0 0.0 0.1 0.1 0.1 0.1 0.1 0.1 ·
Efficiency 1
Annual Efficiency data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -9.6% 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 ·
Per Share 5
Annual Per Share data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 6-point trend, +40.2% $72.41 $70.43 $67.53 $63.25 $63.75 $51.65 · · · · · ·
Revenue / Share 11-point trend, +65.7% $18.56 $16.22 $16.54 $15.69 $14.54 $14.40 $15.47 $13.98 $12.49 $11.73 $11.20 ·
Cash Flow / Share 11-point trend, +57.6% $5.44 $5.41 $6.27 $9.08 $5.45 $1.94 $6.59 $5.13 $4.78 $3.53 $3.45 ·
Dividend / Share 6-point trend, +145.8% $2 $2 $2 $2 · · · · · · $1 $1
EPS (TTM) 12-point trend, +78.3% $4.44 $4.52 $5.42 $5.69 $3.47 $3.64 $5.03 $4.40 $3.19 $2.90 $2.50 $2.49
Growth Rates 10
Annual Growth Rates data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +312.9% 24.3% -5.7% 0.44% 43.5% 5.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -62.9% 5.6% 10.8% 15.1% · · · · · · · · ·
Revenue CAGR 5Y 12.3% · · · · · · · · · · ·
EPS YoY 5-point trend, +62.1% -1.8% -16.6% -4.8% 64.0% -4.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, -156.0% -7.9% 9.2% 14.2% · · · · · · · · ·
EPS CAGR 5Y 4.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, +4950.0% 6.8% -19.8% -9.2% 118.0% -0.14% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -131.6% -8.1% 16.7% 25.5% · · · · · · · · ·
Net Income CAGR 5Y 11.1% · · · · · · · · · · ·
Dividend CAGR 5Y 11.3% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for INDB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +222.4% $858M $690M $731M $728M $507M $479M $508M $387M $342M $310M $291M $266M
Net Income TTM 12-point trend, +242.8% $205M $192M $240M $264M $121M $121M $165M $122M $87M $77M $65M $60M
Market Cap 6-point trend, +49.5% $3.60B $2.73B $2.82B $3.85B $3.86B $2.41B · · · · · ·
P/E 12-point trend, -4.3% 16.5 14.2 12.1 14.8 23.5 20.1 16.6 16.0 21.9 24.3 18.6 17.2
P/S 6-point trend, -16.5% 4.2 4.0 3.9 5.3 7.6 5.0 · · · · · ·
P/B 6-point trend, -28.6% 1.0 0.9 1.0 1.3 1.3 1.4 · · · · · ·
P / Tangible Book 6-point trend, -25.1% 1.5 1.4 1.5 2.1 1.9 2.1 · · · · · ·
P / Cash Flow 6-point trend, -61.5% 14.3 11.9 10.2 9.1 20.3 37.3 · · · · · ·
P / FCF 6-point trend, -67.5% 15.1 13.0 10.8 9.7 23.4 46.3 · · · · · ·
Dividend Yield 6-point trend, +14.2% 2.9% 3.5% 3.5% 2.4% 1.6% 2.5% · · · · · ·
Earnings Yield 12-point trend, +4.5% 6.1% 7.0% 8.2% 6.7% 4.3% 5.0% 6.0% 6.3% 4.6% 4.1% 5.4% 5.8%
Payout Ratio 11-point trend, +25.7% 50.6% 50.1% 40.9% 35.5% 51.8% 50.2% 32.2% 33.0% 39.0% 38.8% 40.3% ·
Annual Payout 12-point trend, +363.0% $104M $96M $98M $94M $63M $61M $53M $40M $34M $30M $26M $22M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $205M$192M$240M$264M$121M
Diluted EPS $4.44$4.52$5.42$5.69$3.47
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.10.00.00.00.0
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $239M$209M$261M$399M$165M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 368 filers · $2.4B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
56 (+15 vs prior Q) 31 (+12 vs prior Q) 104 (0 vs prior Q) 106 (-7 vs prior Q) +5.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $274,045,532 3,273,358 11.21% Shares
STATE STREET CORP $223,177,179 2,645,824 9.13% Shares
DIMENSIONAL FUND ADVISORS LP $210,429,398 2,513,490 8.60% Shares
VANGUARD CAPITAL MANAGEMENT LLC $181,778,306 2,171,265 7.43% Shares
ROCKLAND TRUST CO $117,843,217 1,407,587 4.82% Shares
GEODE CAPITAL MANAGEMENT, LLC $105,438,749 1,259,224 4.31% Shares
ALLIANCEBERNSTEIN L.P. $88,686,353 1,179,183 3.63% Shares
Channing Capital Management, LLC $79,821,578 953,435 3.26% Shares
DEPRINCE RACE & ZOLLO INC $77,931,699 1,036,188 3.19% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $76,786,000 917,172 3.14% Shares
CITADEL ADVISORS LLC $60,774,692 725,928 2.49% Shares
REINHART PARTNERS, LLC. $55,078,378 657,871 2.25% Shares
Verition Fund Management LLC $52,523,919 627,376 2.15% Shares
NORGES BANK $51,590,441 616,226 2.11% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $49,599,747 592,448 2.03% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $44,448,790 530,922 1.82% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $39,273,123 469,098 1.61% Shares
NFJ INVESTMENT GROUP, LLC $32,416,719 387,204 1.33% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $27,297,408 326,056 1.12% Shares
VANGUARD FIDUCIARY TRUST CO $26,938,082 321,764 1.10% Shares
NEW YORK STATE COMMON RETIREMENT FUND $24,730,804 295,399 1.01% Shares
GOLDMAN SACHS GROUP INC $23,048,786 275,308 0.94% Shares
Leeward Investments, LLC - MA $21,796,083 260,345 0.89% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $21,111,924 252,173 0.86% Shares
VICTORY CAPITAL MANAGEMENT INC $20,357,355 243,160 0.83% Shares
PRINCIPAL FINANCIAL GROUP INC $19,468,584 232,544 0.80% Shares
Bridgewater Associates, LP $16,808,548 200,771 0.69% Shares
Public Sector Pension Investment Board $13,901,036 166,042 0.57% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $13,447,441 160,624 0.55% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $11,523,723 137,646 0.47% Shares
RHUMBLINE ADVISERS $10,291,397 122,920 0.42% Shares
Moody Aldrich Partners LLC $9,562,415 114,219 0.39% Shares
PRUDENTIAL FINANCIAL INC $8,569,830 102,363 0.35% Shares
CIBC WORLD MARKET INC. $8,415,702 100,522 0.34% Shares
Fisher Asset Management, LLC $8,274,046 98,830 0.34% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,273,289 98,821 0.34% Shares
Swiss National Bank $8,152,486 97,378 0.33% Shares
AMERICAN CENTURY COMPANIES INC $8,043,966 96,081 0.33% Shares
BANK OF AMERICA CORP /DE/ $7,518,642 89,807 0.31% Shares
ProShare Advisors LLC $7,408,634 88,493 0.30% Shares
AMERIPRISE FINANCIAL INC $7,275,857 86,819 0.30% Shares
Edgestream Partners, L.P. $7,258,357 86,698 0.30% Shares
HSBC HOLDINGS PLC $6,958,095 83,191 0.28% Shares
FOSTER DYKEMA CABOT & PARTNERS, LLC $6,923,172 82,067 0.28% Shares
California Public Employees Retirement System $6,756,539 80,704 0.28% Shares
Crestwood Advisors Group, LLC $6,741,476 80,524 0.28% Shares
Legal & General Group Plc $6,200,387 74,061 0.25% Shares
AQR CAPITAL MANAGEMENT LLC $5,947,632 71,042 0.24% Shares
MORGAN STANLEY $5,606,785 66,970 0.23% Shares
ZACKS INVESTMENT MANAGEMENT $5,370,114 64,142 0.22% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $4,617,158 55,150 0.19% Shares
RAYMOND JAMES FINANCIAL INC $4,419,663 52,791 0.18% Shares
STATE OF WISCONSIN INVESTMENT BOARD $4,380,900 52,328 0.18% Shares
RENAISSANCE TECHNOLOGIES LLC $4,299,943 51,361 0.18% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $4,296,176 51,316 0.18% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,257,864 56,613 0.17% Shares
TUDOR INVESTMENT CORP ET AL $4,237,572 50,616 0.17% Shares
HOWLAND CAPITAL MANAGEMENT LLC $4,201,128 49,800 0.17% Shares
DEUTSCHE BANK AG\ $4,198,474 50,149 0.17% Shares
BROWN ADVISORY INC $4,104,103 49,022 0.17% Shares
World Investment Advisors $3,935,774 52,329 0.16% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,920,022 46,823 0.16% Shares
TWO SIGMA INVESTMENTS, LP $3,867,027 46,190 0.16% Shares
VANGUARD ASSET MANAGEMENT, Ltd $3,722,275 44,461 0.15% Shares
Siena Capital Partners GP, LLC $3,547,216 42,370 0.15% Shares
ISTHMUS PARTNERS, LLC $3,521,263 42,060 0.14% Shares
XTX Topco Ltd $3,512,305 41,953 0.14% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,433,776 41,015 0.14% Shares
FIRST TRUST ADVISORS LP $3,410,585 40,738 0.14% Shares
WHITE PINE CAPITAL LLC $3,194,755 38,160 0.13% Shares
ENVESTNET ASSET MANAGEMENT INC $3,174,361 37,916 0.13% Shares
VANGUARD GROUP INC $3,081,857 42,171 0.13% Shares
BlackRock, Inc. $3,058,543 36,533 0.13% Shares
CAPTRUST FINANCIAL ADVISORS $3,019,113 36,062 0.12% Shares
MALTESE CAPITAL MANAGEMENT LLC $3,006,385 35,910 0.12% Shares
Polaris Capital Management, LLC $2,950,209 35,239 0.12% Shares
Moors & Cabot, Inc. $2,877,335 34,369 0.12% Shares
HENNESSY ADVISORS INC $2,846,480 34,000 0.12% Shares
GHP Investment Advisors, Inc. $2,688,718 35,749 0.11% Shares
RBF Capital, LLC $2,511,600 30,000 0.10% Shares
FRANKLIN RESOURCES INC $2,507,079 29,946 0.10% Shares
Y-Intercept (Hong Kong) Ltd $2,427,294 28,993 0.10% Shares
Vanguard Global Advisers, LLC $2,410,885 28,797 0.10% Shares
MetLife Investment Management, LLC $2,390,039 28,548 0.10% Shares
Rafferty Asset Management, LLC $2,376,727 28,389 0.10% Shares
SPINNAKER TRUST $2,246,626 26,835 0.09% Shares
Brandywine Global Investment Management, LLC $2,171,134 29,709 0.09% Shares
GLENMEDE TRUST CO NA $2,166,589 25,879 0.09% Shares
Illinois Municipal Retirement Fund $2,130,172 25,444 0.09% Shares
State of New Jersey Common Pension Fund D $2,112,172 25,229 0.09% Shares
71 West Capital Partners $2,089,065 24,953 0.09% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,997,708 23,865 0.08% Shares
LPL Financial LLC $1,978,917 23,637 0.08% Shares
Stablepoint Partners, LLC $1,951,587 23,311 0.08% Shares
SEI INVESTMENTS CO $1,935,623 23,120 0.08% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,892,072 22,600 0.08% Shares
Louisiana State Employees Retirement System $1,774,864 21,200 0.07% Shares
Carl P. Sherr & Co., LLC $1,765,404 21,087 0.07% Shares
HighTower Advisors, LLC $1,752,296 20,930 0.07% Shares
Kelly Financial Services LLC $1,738,976 20,771 0.07% Shares

Company insiders 57 insiders · 18 officers · 25 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Mark J Ruggiero CFO & EVP Consumer Lending Feb. 22, 2026 F 25,170 0 0 $0
Robert D Cozzone Chief Operating Officer March 13, 2023 F 29,149 0 0 $0
Denis K Sheahan Chief Operating Officer March 19, 2015 M 58,488 0 0 $0
Kathryn O'Malley Chief Credit Officer Feb. 22, 2026 F 11,383 0 0 $0
James T. Rizzo Chief Commercial Banking Off. Feb. 22, 2026 F 14,434 0 0 $0
Maureen A. Gaffney Principal Accounting Officer Feb. 22, 2026 F 7,243 0 0 $0
Maria S Harris Chief Human Resources Officer Feb. 22, 2026 F 16,051 0 0 $0
Lee C Powlus Chief Administrative Officer Feb. 22, 2026 F 6,790 0 0 $0
Patricia M Natale General Counsel Feb. 22, 2026 F 10,325 0 0 $0
Tamina O'Neill Chief Risk Officer Feb. 19, 2026 A 2,300 0 0 $0
Dawn Mugford Chief Risk Officer Feb. 22, 2024 A 3,196 0 0 $0
Barry H Jensen Chief Technology & Ops Officer Aug. 21, 2023 — 0 0 $0
Christopher Oddleifson Executive Advisor July 8, 2023 F 96,914 0 0 $0
Edward H Seksay General Counsel May 22, 2023 — 0 0 $0
Pamela L. Frey Executive Vice President Nov. 30, 2017 F 1,049 0 0 $0
Jane Lundquist Executive Vice President Aug. 31, 2016 — 0 0 $0
Ferdinand T Kelly Executive Vice President Feb. 15, 2007 A 0 0 0 $0
Richard F Driscoll Executive Vice President Dec. 11, 2003 A 20,694 0 0 $0
Gerard F Nadeau Director Aug. 3, 2026 S 16,907 0 3 $-807,670
Eileen C Miskell Director May 19, 2026 A 13,215 0 0 $0
Mary L Lentz Director April 10, 2026 A 8,497 0 0 $0
Aparna Ramesh Director July 10, 2025 — 0 0 $0
Dawn Perry Director May 20, 2025 A 954 0 0 $0
Susan Perry O'Day Director May 20, 2025 A 5,671 0 0 $0
James O'Shanna Morton Director May 20, 2025 A 4,589 0 0 $0
Hogan Michael P. Director May 20, 2025 A 6,966 0 0 $0
Leif O'Leary Director May 20, 2025 A 958 0 0 $0
Scott Smith Director May 20, 2025 A 6,008 0 0 $0
Warren Q. Fields Director May 18, 2023 — 0 0 $0
Kevin J Jones Director March 20, 2023 — 0 0 $0
Brian S Tedeschi Director Jan. 2, 2020 — 0 0 $0
John H Spurr JR Director Dec. 13, 2018 — 0 0 $0
Carl Ribeiro Director Nov. 26, 2018 — 0 0 $0
William P Bissonnette Director Dec. 25, 2017 — 0 0 $0
Maurice H Sullivan JR Director June 21, 2017 — 0 0 $0
Richard H Sgarzi Director May 20, 2014 A 49,350 0 0 $0
Benjamin A Gilmore II Director May 20, 2014 A 19,302 0 0 $0
Robert D Sullivan Director May 21, 2013 A 20,459 0 0 $0
Richard S Anderson Director May 21, 2013 A 44,305 0 0 $0
Thomas J Teuten Director May 24, 2011 A 7,259 0 0 $0
Paul W Clark Director April 17, 2007 A 900 0 0 $0
Winthrop E Hall Director April 18, 2006 A 12,610 0 0 $0
Alfred L Donovan Director April 18, 2006 A 33,262 0 0 $0
Donna L Abelli — May 19, 2026 A 14,155 0 1 $-44,540
Daniel F Obrien — May 19, 2026 A 23,712 0 0 $0
Thomas R Venables — May 19, 2026 A 21,399 0 1 $-29,942
Ken S Ansin — May 19, 2026 A 5,937 0 4 $-17,228,790
John J Morrissey — May 19, 2026 A 13,692 0 1 $-170,372
Joseph C Lerner — May 18, 2026 S 16,215 0 1 $-218,942
Jeffrey J Tengel — March 12, 2026 F 47,776 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 76 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SMDV · ProShares Trust 0.98% 80,889 NS May 31, 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0.88% 2,860 SH Aug. 8, 2026 Daily
CVAR · ETF Opportunities Trust 0.86% 4,270 NS April 30, 2026 N-PORT
XSLV · Invesco Exchange-Traded Fund Trust … 0.75% 22,413 SH Aug. 8, 2026 Daily
SMIZ · Zacks Trust 0.74% 23,997 NS May 31, 2026 N-PORT
HAPS · Harbor ETF Trust 0.72% 14,604 NS April 30, 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0.70% 55,983 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.55% 35,191 NS April 30, 2026 N-PORT
ESSC · Strategy Shares 0.49% 1,602 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.26% 452,514 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.26% 42,857 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.25% 7,695 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.25% 241,261 NS April 30, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.25% 58,452 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.24% 235,954 SH Aug. 8, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.23% 24,765 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.22% 168,924 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.22% 2,899,270 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.21% 4,715 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 18,327 NS April 30, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.19% 24,735 SH Aug. 8, 2026 Daily
IJT · iShares Trust 0.19% 186,510 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.18% 64,415 NS May 31, 2026 N-PORT
SAA · ProShares Trust 0.17% 592 NS May 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.17% 1,754 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.14% 13,738 NS May 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.14% 4,911 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.14% 48,984 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.13% 1,246,709 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.13% 222,190 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.12% 10,050 SH Aug. 8, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.12% 2,830 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.12% 282,280 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.12% 18,414 NS April 30, 2026 N-PORT
RSSL · Global X Funds 0.12% 21,653 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.10% 2,344 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.09% 703,445 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.09% 9,592 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.09% 100,755 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.09% 154,713 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.08% 238,070 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.08% 10,062 NS May 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.08% 19,837 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.06% 2,034 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.06% 1,834 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.05% 553,819 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.05% 1,108,966 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.05% 79,160 SH Aug. 8, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.05% 13,878 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.04% 1,854 NS May 31, 2026 N-PORT