Fund shareholders of First Merchants Corp
ISIN US3208171096 · United States · LEI TZTBT0OTGQ2FEK6XMX94
- Fund shareholders
- 281
- Of which ETFs
- 66 215 other funds
- Value held
- 883.7M $ 131.2K € · 6.5M SEK
- Share of capital
- 35.8 % of 62.8M shares on Jul 27, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares UltraPro Russell2000 ProShares Trust | 3,532 | 138K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,227 | 125K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,874 | 112.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,853 | 110.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,702 | 105.6K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,685 | 108.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 2,680 | 104.7K $ | 1.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,667 | 103.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,609 | 105.5K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,567 | 103.8K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,543 | 98.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,489 | 96.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,423 | 94.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,381 | 92.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,371 | 91.8K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 2,329 | 91K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,218 | 89.7K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,031 | 79.4K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,014 | 81.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,007 | 77.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,911 | 77.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,826 | 70.7K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,770 | 68.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,768 | 71.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,718 | 67.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 1,714 | 66.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,701 | 65.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,700 | 65.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,566 | 61.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,483 | 57.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,479 | 57.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,457 | 56.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,456 | 56.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,384 | 53.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 1,380 | 55.8K $ | 0.70 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,339 | 52.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,319 | 51.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,296 | 52.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,293 | 50.1K $ | 0.68 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,247 | 48.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,198 | 48.4K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,182 | 45.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,180 | 45.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,163 | 47K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,101 | 42.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,100 | 42.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 962 | 37.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 961 | 37.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 919 | 35.6K $ | 0.89 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 725 | 28.1K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 703 | 28.4K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 567 | 22.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 550 | 22.2K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 345 | 13.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 328 | 13.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 311 | 12K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 303 | 11.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 302 | 11.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 285 | 11K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 268 | 10.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 262 | 10.1K $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 260 | 10.2K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 246 | 9.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 243 | 9.4K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 209 | 8.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 185 | 7.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 185 | 7.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 158 | 6.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 143 | 5.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 114 | 4.6K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 109 | 4.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 101 | 3.9K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 93 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 85 | 3.3K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 64 | 2.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 64 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 20 | 781.6 $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 619.7 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 10 | 404.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 131.2K € | 1.00 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 2.73 % | as of May 31, 2026 ↗ |
| Paradigm Value Fund PARADIGM FUNDS | 2.73 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 1.79 % | as of Apr 30, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 1.62 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 1.50 % | as of Mar 31, 2026 ↗ |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 1.48 % | as of Mar 31, 2026 ↗ |
| Harbor Small Cap Value Fund HARBOR FUNDS | 1.34 % | as of Apr 30, 2026 ↗ |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 1.22 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 1.19 % | as of Feb 28, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 1.19 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 279 | +1 | 22,464,693 | +1.2 % |
| 2026Q1 | 278 | +2 | 22,194,184 | -2.5 % |
| 2025Q4 | 276 | -5 | 22,765,240 | -2.6 % |
| 2025Q3 | 281 | 0 | 23,374,631 | -2.2 % |
| 2025Q2 | 281 | +21 | 23,906,612 | +1.7 % |
| 2025Q1 | 260 | -3 | 23,512,340 | +2.0 % |
| 2024Q4 | 263 | +6 | 23,040,421 | +0.7 % |
| 2024Q3 | 257 | -11 | 22,884,304 | -1.9 % |
| 2024Q2 | 268 | +7 | 23,316,603 | +9.1 % |
| 2024Q1 | 261 | -5 | 21,377,437 | -5.1 % |
| 2023Q4 | 266 | 22,537,023 |
Institutional managers
291 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,899,356 | 189.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,596,017 | 139.3M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,255,590 | 87.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,239,768 | 86.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,573,781 | 61M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,137,185 | 44M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,043,323 | 40.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,007,235 | 39M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 994,995 | 38.5M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 861,995 | 33.4M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 789,882 | 30.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 759,670 | 29.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 725,259 | 28.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 719,425 | 27.9M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 711,425 | 27.6M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 686,333 | 26.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 653,359 | 25.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 650,399 | 25.2M $ | as of Mar 31, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 546,322 | 21.2K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 529,718 | 20.2M $ | as of Mar 31, 2026 |
| FIRST MERCHANTS CORP | 525,158 | 20.3M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 433,049 | 16.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 405,552 | 15.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 404,991 | 15.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 396,222 | 15.3M $ | as of Mar 31, 2026 |
Declared shareholders of First Merchants Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.37 % | 3,408,096 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.04 % | 3,199,084 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of First Merchants Corp". https://titelia.com/en/stocks/first-merchants-corp-US3208171096