13FBOX
ISABELLA BK CORP · 13F Institutional Holdings
Options Calculator Rankings
I

ISABELLA BK CORP

ISBA
Institutions
59
Combined AUM (Q2 2026)
$61.6M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+857,638
43 · 27 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-297,216
16 · 11 Exit · ≈
⚖️ Net
+560,422
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$61.6M
Institutions
59
New Buys
27
Adds
16
Reduces
5
Exits
11
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#20$18.5M467,431$4.6M100,201+367,230+366.49%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#22$11.8M299,599$12.5M274,048+25,551+9.32%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#18$7.0M176,251$3.7M80,402+95,849+119.21%Add
STATE STREET CORP
<0.01%<0.01%#32$3.4M86,581$1.0M22,052+64,529+292.62%Add
NORTHERN TRUST CORP
<0.01%<0.01%#23$2.1M53,471$673,17614,740+38,731+262.76%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%#35$1.8M46,742$00+46,742New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#17$1.8M46,482$1.9M40,754+5,728+14.06%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#3$1.3M32,988$1.2M27,021+5,967+22.08%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%#11$1.2M31,000$00+31,000New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#33$1.1M27,462$951,07820,825+6,637+31.87%Add
TWO SIGMA INVESTMENTS, LP
<0.01%#12$942,39123,858$00+23,858New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%#30$802,68020,321$00+20,321New Buy
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#19$787,27419,931$824,02418,043+1,888+10.46%Add
MARSHALL WACE, LLP
<0.01%<0.01%#14$784,67019,865$2.5M53,678-33,813-62.99%Reduce
Bank of New York Mellon Corp
<0.01%#29$662,52516,773$00+16,773New Buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.01%#5$562,48014,240$650,34114,24000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#39$558,80714,147$241,5495,289+8,858+167.48%Add
Nuveen, LLC
<0.01%#28$501,25612,690$00+12,690New Buy
Integrated Wealth Concepts LLC
<0.01%<0.01%#7$482,43212,214$278,1956,091+6,123+100.53%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#45$416,72510,550$425,4629,316+1,234+13.25%Add
Walleye Capital LLC
<0.01%#9$355,2638,994$00+8,994New Buy
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#40$349,8838,840$402,8618,84000.00%Unchanged
Mattson Financial Services, LLC
0.07%#1$347,5048,534$00+8,534New Buy
Gradient Investments LLC
<0.01%#6$337,0938,534$00+8,534New Buy
Qube Research & Technologies Ltd
<0.01%<0.01%#21$290,6417,358$983,45821,534-14,176-65.83%Reduce
DEUTSCHE BANK AG\
<0.01%#36$267,5736,774$00+6,774New Buy
FourThought Financial Partners, LLC
0.02%0.03%#2$252,4846,392$291,9236,39200.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$249,3646,313$22,835500+5,813+1,162.60%Add
Invesco Ltd.
<0.01%#47$242,5706,141$00+6,141New Buy
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%#46$224,9525,695$00+5,695New Buy
RHUMBLINE ADVISERS
<0.01%#25$211,5205,355$00+5,355New Buy
NORRIS PERNE & FRENCH LLP/MI
0.01%0.02%#4$203,4655,151$235,2465,15100.00%Unchanged
CITIGROUP INC
<0.01%<0.01%#38$197,1844,992$241,5955,290-298-5.63%Reduce
MetLife Investment Management, LLC
<0.01%#10$169,8504,300$00+4,300New Buy
UBS Group AG
<0.01%<0.01%#48$135,6833,435$611,47513,389-9,954-74.34%Reduce
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%#26$125,6893,182$00+3,182New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#41$121,3043,071$39,094856+2,215+258.76%Add
MORGAN STANLEY
<0.01%<0.01%#53$121,1473,067$109,4513,105-38-1.22%Reduce
JPMORGAN CHASE & CO
<0.01%#52$117,2952,877$00+2,877New Buy
Vanguard Global Advisers, LLC
<0.01%<0.01%#42$105,7422,677$122,2592,67700.00%Unchanged
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%#27$102,7002,600$00+2,600New Buy
Atlantic Union Bankshares Corp
<0.01%<0.01%#8$101,2392,563$117,0522,56300.00%Unchanged
Police & Firemen's Retirement System of New Jersey
<0.01%#15$80,8562,047$00+2,047New Buy
BARCLAYS PLC
<0.01%<0.01%#51$55,3401,401$46,9031,027+374+36.42%Add
STRS OHIO
<0.01%#24$55,3001,400$00+1,400New Buy
Legal & General Group Plc
<0.01%#54$26,702676$00+676New Buy
Ameritas Investment Partners, Inc.
<0.01%#13$24,885630$00+630New Buy
Russell Investments Group, Ltd.
<0.01%#49$21,883554$00+554New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#56$21,000526$4,00079+447+565.82%Add
Tower Research Capital LLC (TRC)
<0.01%#16$20,461518$00+518New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow