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
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,638304.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 3,635304.3K $0.08 %0.01 %as of Jun 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 3,570298.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 3,473291.1K $0.10 %0.01 %as of Jul 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,222269.7K $0.25 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,196267.6K $0.12 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,108260.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,069257.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 2,984236K $0.96 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,975235.3K $0.04 %0.01 %as of May 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 2,965248.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Balanced Fund Meeder Funds 2,814235.6K $0.05 %0.01 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 2,800234.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 2,770232.2K $2.21 %0.01 %as of Jul 31, 2026 ↗
Spectrum Fund Meeder Funds 2,591216.9K $0.08 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,581216.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,455205.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,362197.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,344185.4K $0.10 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,280190.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,270190.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,240187.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 2,188183.4K $0.51 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,109176.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,053171.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,034170.5K $0.06 %0.00 %as of Jul 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,000167.4K $0.21 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,945163K $0.03 %0.00 %as of Jul 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,900159.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,854146.6K $0.04 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,834145K $0.06 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,762147.7K $0.17 %0.00 %as of Jul 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,618135.5K $0.39 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,576131.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,556130.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,520127.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,479123.8K $0.49 %0.00 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 1,473116.5K $1.60 %0.00 %as of May 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,379109.1K $0.23 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,375115.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,347112.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,337105.7K $0.10 %0.00 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 1,305103.2K $0.04 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,273106.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,230103K $0.07 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,210101.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,202100.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,19394.3K $0.01 %0.00 %as of May 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 1,18699.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,14990.9K $0.02 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,07685.1K $0.01 %0.00 %as of May 31, 2026 ↗
Banking Fund Rydex Series Funds 1,01184.6K $0.61 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 99378.5K $0.02 %0.00 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 98982.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 98882.8K $0.05 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 98782.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 91176.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 86372.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 85471.6K $0.71 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 84666.9K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 81468.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 80667.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 73561.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 63253K $0.09 %0.00 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 60851K $0.00 %0.00 %as of Jul 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 59349.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 59246.8K $0.17 %0.00 %as of May 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 58048.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 57948.5K $0.25 %0.00 %as of Jun 30, 2026 ↗
Global Allocation Fund Meeder Funds 50242K $0.10 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BANKS ProFunds 49841.7K $0.94 %0.00 %as of Jun 30, 2026 ↗
Banking Fund Rydex Variable Trust 48940.9K $0.61 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 48740.8K $0.19 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 39831.5K $0.00 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 39032.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 35029.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 30425.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 27423K $0.01 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 26422.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 24420.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 22719K $0.24 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 20216.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 20116.8K $0.20 %0.00 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 19716.5K $0.09 %0.00 %as of Jul 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 19316.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 16613.1K $0.17 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 14912.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14111.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13411.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 13211.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 12210.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1129.4K $0.09 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 857.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 736.1K $0.08 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 574.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 473.7K $0.02 %0.00 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 433.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP PROFUND ProFunds 413.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 342.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 272.3K $0.00 %0.00 %as of Jun 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 3.70 %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