US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

Black Rock Coffee (BRCB): IPO Brews Strong Open, Steams Higher in Aftermarket

Black Rock Coffee Bar (BRCB): Rapid Growth Strategy Perks Up IPO Demand

Black Rock Coffee Bar, Inc. (BRCB): Drive-Thru Chain Sets Terms for IPO, Seeking $2.0b Valuation

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/black-rock-coffee-bar-inc" target="_blank" data-smartkarma-citation="entities:45673:1" rel="noopener">Black Rock Coffee Bar (BRCB US)</a> went public on 12 September 2025 on Nasdaq and has a current market cap of $1.2bn.</li>
<li>Inclusion in US indices is expected in December 2025 and in Global index in February 2026, as the security meets eligibility criteria before lock-up expiry mainly due to ~100% float.</li>
<li>Exclusion from certain US and Global index is anticipated due to limited market cap.</li>
</ul>



Black Rock Coffee Bar (BRCB US) went public on 12 September 2025 on Nasdaq and has a current market cap of $1.2bn.
Inclusion in US indices is expected in December 2025 and in Global index in February 2026, as the security meets eligibility criteria before lock-up expiry mainly due to ~100% float.
Exclusion from certain US and Global index is anticipated due to limited market cap.


Black Rock Coffee Bar (BRCB US): Limited but Direct US & Global Index Inclusion