Titelia

Fund shareholders of Independent Bank Corp

ISIN US4538361084 · United States · LEI 549300C5K3W8THR3GE10

Fund shareholders
299
Of which ETFs
74 225 other funds
Value held
1.6B $ 9.6M SEK
Share of capital
45.1 % of 47.4M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,979,269224.1M $0.24 %6.29 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,562,333117.5M $0.01 %3.30 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,208,24890.9M $0.13 %2.55 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,142,92286M $0.05 %2.41 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 753,29158.8M $1.03 %1.59 %as of Feb 27, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 727,94854.7M $0.09 %1.54 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 607,53547.4M $0.25 %1.28 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 552,04941.5M $0.05 %1.17 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 493,05238.5M $0.12 %1.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 448,67733.7M $0.24 %0.95 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 428,27932.2M $0.26 %0.90 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 411,96831M $0.83 %0.87 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 321,84524.2M $0.24 %0.68 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 318,74924.9M $0.16 %0.67 %as of Apr 30, 2026 ↗
AB Discovery Value Fund AB TRUST 288,33122.5M $0.91 %0.61 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 286,87121.6M $0.22 %0.61 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 280,00621.1M $0.28 %0.59 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 278,26521.7M $0.02 %0.59 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 257,82820.1M $0.05 %0.54 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 249,48219.5M $0.13 %0.53 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 241,26118.8M $0.25 %0.51 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 240,25618.8M $0.09 %0.51 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 222,19017.3M $0.13 %0.47 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 221,88717.3M $0.09 %0.47 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 193,91415.1M $0.02 %0.41 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 191,09114.4M $0.16 %0.40 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 183,72213.8M $0.21 %0.39 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 169,82813.3M $0.25 %0.36 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 169,19712.7M $0.99 %0.36 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 166,18413M $0.34 %0.35 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 154,71312.1M $0.09 %0.33 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 154,69012.1M $1.38 %0.33 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 148,01211.1M $0.27 %0.31 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 140,49011M $0.26 %0.30 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 123,1149.6M $0.13 %0.26 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 117,6609.2M $0.01 %0.25 %as of Feb 28, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 117,0009.1M $1.51 %0.25 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 112,8188.8M $0.09 %0.24 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 112,4508.5M $0.21 %0.24 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 112,1508.4M $0.29 %0.24 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 109,0908.5M $0.12 %0.23 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 94,4817.4M $0.02 %0.20 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 93,4497M $0.36 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 91,1477.1M $0.01 %0.19 %as of Feb 28, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 90,1616.8M $1.30 %0.19 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 89,8167M $0.02 %0.19 %as of Apr 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 86,8136.5M $0.95 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 83,4496.5M $0.05 %0.18 %as of Feb 28, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 83,2936.5M $1.13 %0.18 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 81,0346.3M $0.96 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 80,9596.1M $0.13 %0.17 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 80,2516M $0.90 %0.17 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 78,9136.2M $0.24 %0.17 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 77,6475.8M $0.41 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 77,1325.8M $0.24 %0.16 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 76,0005.7M $0.34 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 73,5375.7M $0.01 %0.16 %as of Feb 28, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 72,3535.4M $1.13 %0.15 %as of Mar 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 69,6105.2M $2.16 %0.15 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 69,4375.2M $1.45 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,9415.4M $0.01 %0.15 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 63,9894.8M $0.16 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 62,4154.7M $0.01 %0.13 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 62,1654.9M $0.28 %0.13 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 61,6074.6M $0.26 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 58,4724.6M $0.12 %0.12 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 56,7904.4M $0.21 %0.12 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 56,5064.2M $0.60 %0.12 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 55,1894.3M $0.15 %0.12 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 52,3213.9M $0.12 %0.11 %as of Mar 31, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 52,0214.1M $0.83 %0.11 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 49,2273.8M $0.63 %0.10 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 44,9583.5M $0.01 %0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 43,7613.4M $0.14 %0.09 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 42,2853.2M $0.24 %0.09 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 39,0932.9M $1.48 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 38,9683M $0.23 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 37,1262.9M $0.26 %0.08 %as of Feb 28, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 36,4582.7M $1.68 %0.08 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 35,4852.7M $0.24 %0.07 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 35,1912.7M $0.55 %0.07 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 34,0002.7M $3.67 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,5942.5M $0.13 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 33,0922.5M $0.24 %0.07 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,5572.4M $0.27 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 32,2412.5M $0.00 %0.07 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 31,7972.5M $0.33 %0.07 %as of Feb 28, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30,8572.3M $2.33 %0.07 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 30,8252.4M $0.01 %0.07 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 29,2262.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,0632.3M $0.04 %0.06 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 28,6472.2M $0.02 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 27,8992.2M $0.01 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 27,8512.1M $0.00 %0.06 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 26,7272.1M $0.09 %0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 26,4842M $0.14 %0.06 %as of Mar 31, 2026 ↗
DEAN SMALL CAP VALUE Unified Series Trust 26,4702M $1.17 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 26,0832M $0.12 %0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 25,5142M $0.01 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 25,5142M $0.01 %0.05 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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 3.67 %as of Apr 30, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2.33 %as of Mar 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 2.16 %as of Mar 31, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 2.07 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.78 %as of Mar 31, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 1.69 %as of Feb 28, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 1.68 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 1.51 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.48 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 1.45 %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.

QuarterShareholdersChangeSharesChange
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

Declared shareholders of Independent Bank Corp

There are 3 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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.86 %3,333,919as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.31 %2,579,579as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %2,501,263as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Independent Bank Corp

15 funds declare 15 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 Fund112.7M $as of Feb 28, 2026
Thompson Bond Fund15.2M $as of Feb 28, 2026
Lord Abbett High Yield Fund14.1M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF12.4M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund11.6M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF1976.7K $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1473.7K $as of Feb 28, 2026
Performance Trust Short Term Bond ETF1311.3K $as of Feb 28, 2026
Schwab U.S. Aggregate Bond ETF1178.9K $as of Mar 31, 2026
iShares U.S. Intermediate Credit Bond Index Fund1106.8K $as of Apr 30, 2026
Schwab 1-5 Year Corporate Bond ETF152.6K $as of Mar 31, 2026
Bond Index Fund152.1K $as of Mar 31, 2026
Nuveen Enhanced Yield U.S. Aggregate Bond ETF110.6K $as of Apr 30, 2026
VANGUARD CORE-PLUS BOND INDEX ETF15.3K $as of Mar 31, 2026
VOYA U.S. BOND INDEX PORTFOLIO15.2K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Independent Bank Corp". https://titelia.com/en/stocks/independent-bank-corp-US4538361084