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
The U.S. Equity Portfolio HC Capital Trust 3,570268.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,447259.2K $0.19 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,420257.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,319249.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,118243.4K $0.09 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,108233.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,106242.5K $0.07 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,103233.4K $0.12 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,069239.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,014235.3K $1.00 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,004225.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 2,924228K $2.07 %0.01 %as of Apr 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,854214.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,830220.7K $0.12 %0.01 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 2,800210.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,280171.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,270177K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,184170.5K $0.11 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,158162.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,086162.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,900142.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,887147.2K $0.19 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,826137.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,754136.8K $0.17 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,618121.7K $0.40 %0.00 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 1,602124.9K $0.49 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,556117K $0.05 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,553121.2K $0.23 %0.00 %as of Feb 28, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 1,523118.9K $1.69 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,520114.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,510113.6K $0.23 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,480115.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,479111.2K $0.49 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,447113K $0.01 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,376103.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,364106.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,347101.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,284100.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,26194.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,25194.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,23092.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,19393.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,18489K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,18389K $0.01 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,16187.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,14989.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,03480.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,02179.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 98977.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 86364.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 82462K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 81461.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 77060.1K $0.76 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 76257.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 71153.5K $0.27 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 58043.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 56143.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 54342.4K $0.17 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP BANKS ProFunds 51238.5K $0.96 %0.00 %as of Mar 31, 2026 ↗
Banking Fund Rydex Series Funds 46735.1K $0.50 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44134.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 42431.9K $0.21 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 39831.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 38428.9K $0.40 %0.00 %as of Mar 31, 2026 ↗
Banking Fund Rydex Variable Trust 38128.7K $0.50 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 30422.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 27221.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 24418.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 24418.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 22817.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 21116.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 19315.1K $0.25 %0.00 %as of Apr 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 19114.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 18414.4K $0.09 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 16712.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14110.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13410.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1269.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 1159K $0.20 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1138.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 927.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP PROFUND ProFunds 917.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 896.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 846.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 816.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 685.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 574.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 524.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 524.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 433.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 342.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 322.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 272K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 262K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 161.2K $0.11 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 131K $0.00 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 13977.7 $0.04 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 7545.9 $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 5390 $0.00 %as of Apr 30, 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