Titelia

Fund shareholders of Independent Bank Corp

ISIN US4538361084 · United States · LEI 549300C5K3W8THR3GE10

Fund shareholders
305
Of which ETFs
73 232 other funds
Value held
≈ 1.7B $ 1.7B $ · 9.6M SEK
Share of capital
44.2 % of 47.4M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,907,169243.4M $0.22 %6.14 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,535,475128.5M $0.01 %3.24 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,246,709104.4M $0.13 %2.63 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,109,14792.9M $0.05 %2.34 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 702,08458.8M $0.09 %1.48 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 689,13654.5M $0.99 %1.45 %as of May 29, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 619,06451.9M $0.27 %1.31 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 552,95846.3M $0.05 %1.17 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 536,78345M $0.13 %1.13 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 500,43641.9M $0.88 %1.06 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 442,02737M $0.22 %0.93 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 432,88536.2M $0.25 %0.91 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 318,74926.7M $0.16 %0.67 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 286,87124M $0.21 %0.61 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 273,46322.9M $0.02 %0.58 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 257,79720.4M $0.05 %0.54 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 255,87320.2M $0.12 %0.54 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 255,64921.4M $0.26 %0.54 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 242,21420.3M $0.14 %0.51 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 238,07018.8M $0.08 %0.50 %as of May 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 236,92019.8M $0.25 %0.50 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 221,88718.6M $0.09 %0.47 %as of Jul 31, 2026 ↗
AB Discovery Value Fund AB TRUST 221,83018.6M $0.72 %0.47 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 192,79616.2M $0.02 %0.41 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 191,09116M $0.15 %0.40 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 187,49415.7M $0.19 %0.40 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 171,48613.6M $0.23 %0.36 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 169,72114.2M $0.96 %0.36 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 160,59413.5M $1.40 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 157,14613.2M $0.09 %0.33 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 142,98512M $0.25 %0.30 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 139,29411.7M $0.28 %0.29 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 131,40111M $0.14 %0.28 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 119,19910M $0.19 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 119,18610M $0.13 %0.25 %as of Jul 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 118,0009.3M $1.31 %0.25 %as of May 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 117,3729.8M $0.30 %0.25 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 106,4178.9M $0.51 %0.22 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 100,7558M $0.09 %0.21 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 95,7027.6M $0.01 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 94,7487.5M $0.01 %0.20 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 94,4817.9M $0.02 %0.20 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 93,7167.8M $0.36 %0.20 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 90,9137.6M $0.98 %0.19 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 89,8167.5M $0.02 %0.19 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 88,3547.4M $0.56 %0.19 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 80,8896.4M $0.98 %0.17 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 80,2276.3M $0.05 %0.17 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 79,5436.7M $0.11 %0.17 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 76,2206M $0.01 %0.16 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 75,4116.3M $0.22 %0.16 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 75,1456.3M $0.17 %0.16 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 74,0075.9M $0.23 %0.16 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 73,0006.1M $0.30 %0.15 %as of Jun 30, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 72,3536.1M $1.15 %0.15 %as of Jun 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 71,8266M $1.07 %0.15 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 69,2715.8M $1.45 %0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,9415.8M $0.01 %0.15 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 68,5905.7M $0.26 %0.14 %as of Jun 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 66,8855.6M $0.73 %0.14 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 64,4155.1M $0.18 %0.14 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 63,9895.4M $0.15 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 63,3745.3M $0.13 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 62,9015.3M $0.01 %0.13 %as of Jun 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 62,0525.2M $2.01 %0.13 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 62,0254.9M $0.26 %0.13 %as of May 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 59,1855M $0.86 %0.12 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 56,5064.7M $0.55 %0.12 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 56,2834.7M $0.70 %0.12 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 52,6774.4M $0.22 %0.11 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 48,8354.1M $0.15 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 48,7634.1M $0.11 %0.10 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 44,9583.8M $0.01 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 41,3853.5M $0.22 %0.09 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 39,9833.4M $0.04 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 39,2823.1M $0.24 %0.08 %as of May 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 38,2043.2M $1.45 %0.08 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 37,7483.2M $0.65 %0.08 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 35,6063M $0.22 %0.08 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,5942.9M $0.13 %0.07 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 34,0002.9M $3.70 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 33,2122.8M $0.22 %0.07 %as of Jun 30, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 32,5612.7M $1.50 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 32,2412.7M $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,7532.7M $2.25 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 31,7352.7M $0.22 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 30,8252.4M $0.01 %0.07 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 30,7312.4M $0.33 %0.06 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 30,1852.5M $0.59 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 29,2262.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 29,0932.4M $0.13 %0.06 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,0632.4M $0.04 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 29,0292.3M $0.01 %0.06 %as of May 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 28,6472.4M $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,6422.4M $0.23 %0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 28,2602.4M $0.10 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,7002.2M $0.00 %0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 26,6862.2M $0.15 %0.06 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 26,3932.2M $0.01 %0.06 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 26,3082.2M $0.22 %0.06 %as of Jul 31, 2026 ↗

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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.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.70 %as of Jul 31, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2.25 %as of Jun 30, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 2.21 %as of Jul 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 2.01 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.63 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 1.60 %as of May 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 1.50 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 1.45 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.45 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 1.40 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3304+620,912,121-2.1 %
2026Q2298+421,361,226-1.3 %
2026Q1294-621,633,441-3.4 %
2025Q4300-822,385,332+3.8 %
2025Q3308-521,570,178+5.8 %
2025Q2313+2320,378,698+0.9 %
2025Q1290-1420,195,436-0.4 %
2024Q4304+2920,275,914-0.6 %
2024Q3275-820,408,147-1.7 %
2024Q2283+520,761,575-0.6 %
2024Q1278-1420,891,560-4.7 %
2023Q429221,916,027

Institutional managers

325 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,142,325537.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,569,926193.3M $as of Mar 31, 2026
STATE STREET CORP2,501,263189.7M $as of Mar 31, 2026
ROCKLAND TRUST CO1,470,438110.6M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,455,842106.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,263,58995.1M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC1,036,18877.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC985,43774.1M $as of Mar 31, 2026
Channing Capital Management, LLC939,66770.7M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.921,73869.3M $as of Mar 31, 2026
Verition Fund Management LLC700,76752.7M $as of Mar 31, 2026
REINHART PARTNERS, LLC.649,29648.8M $as of Mar 31, 2026
MORGAN STANLEY647,60148.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC600,17145.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/592,66544.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC546,86341.1M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.534,95340.2M $as of Mar 31, 2026
NORTHERN TRUST CORP533,51940.1M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC505,67438M $as of Mar 31, 2026
Bank of New York Mellon Corp489,64936.8M $as of Mar 31, 2026
NFJ INVESTMENT GROUP, LLC451,74934M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP377,30228.4M $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND340,69725.6M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE326,88124.6M $as of Mar 31, 2026
GW&K Investment Management, LLC297,01522.3K $as of Mar 31, 2026

Funds holding the debt of Independent Bank Corp

20 funds declare 20 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund112.9M $as of May 31, 2026
Thompson Bond Fund15.3M $as of May 31, 2026
Lord Abbett High Yield Fund14.1M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF12.2M $as of May 31, 2026
Performance Trust Multisector Bond Fund11.6M $as of May 31, 2026
Strategic Bond Fund1962.9K $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF1893.3K $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1468.1K $as of May 31, 2026
Schwab U.S. Aggregate Bond ETF1369.2K $as of Jun 30, 2026
Performance Trust Short Term Bond ETF1314.6K $as of May 31, 2026
Investment Grade Bond Fund1265.2K $as of Jul 31, 2026
Schwab 1-5 Year Corporate Bond ETF1152.9K $as of Jun 30, 2026
iShares U.S. Intermediate Credit Bond Index Fund1104.8K $as of Jul 31, 2026
Schwab Short-Term Bond Index Fund152.6K $as of May 31, 2026
Bond Index Fund152.5K $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF131.5K $as of May 31, 2026
Russell Investments Core Plus Bond ETF122.1K $as of Jun 30, 2026
Nuveen Enhanced Yield U.S. Aggregate Bond ETF110.5K $as of Jul 31, 2026
VANGUARD CORE-PLUS BOND INDEX ETF15.3K $as of Jun 30, 2026
VOYA U.S. BOND INDEX PORTFOLIO15.3K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Independent Bank Corp". https://titelia.com/en/stocks/independent-bank-corp-US4538361084