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
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 25,2001.9M $0.02 %0.05 %as of Mar 31, 2026
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 24,7651.9M $0.23 %0.05 %as of Apr 30, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 24,7061.9M $0.23 %0.05 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 23,7951.9M $0.21 %0.05 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,6991.8M $0.01 %0.05 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 23,5751.8M $0.19 %0.05 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 22,9671.7M $0.12 %0.05 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 21,6531.7M $0.12 %0.05 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 21,2191.7M $0.07 %0.04 %as of Feb 28, 2026
Zacks Small/Mid Cap ETF Zacks Trust 20,6311.6M $0.79 %0.04 %as of Feb 28, 2026
Small Cap Index Fund VALIC Co I 20,2401.6M $0.13 %0.04 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 18,6141.5M $0.23 %0.04 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 18,4141.4M $0.12 %0.04 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,3271.4M $0.20 %0.04 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 17,8551.4M $0.19 %0.04 %as of Feb 28, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,5231.4M $0.06 %0.04 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,4151.3M $0.07 %0.04 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 17,3551.3M $0.24 %0.04 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 17,2711.3M $1.78 %0.04 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,2711.3M $0.05 %0.04 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,9611.3M $0.24 %0.04 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 16,8571.3M $0.01 %0.04 %as of Feb 28, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,7911.2M $0.07 %0.03 %as of Feb 28, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 15,7381.2M $0.12 %0.03 %as of Mar 31, 2026
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 15,5711.2M $0.98 %0.03 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,5281.2M $0.14 %0.03 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 15,3921.2M $0.01 %0.03 %as of Feb 28, 2026
Embark Small Cap Equity Fund Harbor Funds II 15,3181.2M $0.21 %0.03 %as of Apr 30, 2026
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 14,9151.1M $0.38 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 14,7531.1M $0.01 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14,7141.1M $0.12 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 14,6461.1M $0.01 %0.03 %as of Apr 30, 2026
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 14,6041.1M $0.72 %0.03 %as of Apr 30, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 14,4261.1M $0.16 %0.03 %as of Mar 31, 2026
SMALL CAP EQUITY FUND GuideStone Funds 13,9241M $0.13 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,8781.1M $0.05 %0.03 %as of Apr 30, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 13,4921M $0.24 %0.03 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 13,4299.6M SEK0.03 %0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,3011M $0.01 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,214993.8K $0.13 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,090864.9K $0.15 %0.02 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 10,965824.7K $0.27 %0.02 %as of Mar 31, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,902819.9K $0.18 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,732837K $0.01 %0.02 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 10,673802.7K $0.04 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,656831.9K $0.01 %0.02 %as of Feb 28, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 10,300774.7K $0.09 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,987751.1K $0.13 %0.02 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,927775K $0.09 %0.02 %as of Feb 28, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 9,926774.1K $0.12 %0.02 %as of Apr 30, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 9,592748.8K $0.09 %0.02 %as of Feb 28, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,117711.8K $0.28 %0.02 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 8,979675.3K $0.32 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 8,897669.1K $0.12 %0.02 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,778684.6K $0.03 %0.02 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,707654.9K $0.09 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,901616.2K $0.05 %0.02 %as of Apr 30, 2026
SmallCap Value Fund II Principal Funds, Inc 7,839611.4K $0.05 %0.02 %as of Apr 30, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,755605.4K $0.27 %0.02 %as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 7,682577.8K $0.00 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,648597.1K $0.05 %0.02 %as of Feb 28, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 7,478583.2K $0.03 %0.02 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,463582K $0.14 %0.02 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,461561.1K $0.13 %0.02 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 7,299549K $0.16 %0.02 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,970524.2K $0.13 %0.01 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 6,797511.2K $0.04 %0.01 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,665501.3K $0.05 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,062455.9K $0.13 %0.01 %as of Mar 31, 2026
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 5,971449.1K $0.38 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,955447.9K $0.13 %0.01 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,674426.7K $0.24 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 5,531431.4K $0.05 %0.01 %as of Apr 30, 2026
Penn Series SMID Cap Value Fund Penn Series Funds Inc 5,504414K $0.96 %0.01 %as of Mar 31, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 5,495413.3K $0.05 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,390405.4K $0.12 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,343416.7K $0.12 %0.01 %as of Apr 30, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,000376.1K $0.01 %0.01 %as of Mar 31, 2026
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,943371.8K $0.14 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,765371.6K $0.01 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,715367.7K $0.02 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,711354.3K $0.02 %0.01 %as of Mar 31, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,535341.1K $0.28 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,365328.3K $0.26 %0.01 %as of Mar 31, 2026
Cultivar ETF ETF Opportunities Trust 4,270333K $0.86 %0.01 %as of Apr 30, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,244319.2K $0.09 %0.01 %as of Mar 31, 2026
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 4,202316K $0.32 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,075306.5K $0.12 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,056305.1K $0.10 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,040315.4K $0.01 %0.01 %as of Feb 28, 2026
iShares MSCI World Small-Cap ETF iShares Trust 4,026314.3K $0.04 %0.01 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,919305.6K $0.12 %0.01 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,841299.9K $0.24 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,752282.2K $0.13 %0.01 %as of Mar 31, 2026
Small Cap Value Fund VALIC Co I 3,743292.2K $0.11 %0.01 %as of Feb 28, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,736281K $0.15 %0.01 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 3,700288.9K $0.02 %0.01 %as of Feb 28, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,661275.3K $0.16 %0.01 %as of Mar 31, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,627272.8K $0.02 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,585279.9K $0.10 %0.01 %as of Feb 28, 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 3.67 %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
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Titelia. "Fund shareholders of Independent Bank Corp". https://titelia.com/en/stocks/independent-bank-corp-US4538361084