Titelia

Funds holding Independent Bank Corp/MI

ISIN US4538386099 · United States

Fund holders
238
Of which ETFs
49 189 other funds
Value held
244M $
Share of capital
32.7 % of 22.2M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 653,20021.8M $0.00 %2.94 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 582,02620.2M $0.09 %2.62 %as of Feb 28, 2026
iShares Russell 2000 ETF iShares Trust 504,41616.8M $0.02 %2.27 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 231,2997.7M $0.01 %1.04 %as of Mar 31, 2026
JPMorgan Small Cap Blend Fund JPMorgan Trust I 225,9997.5M $0.53 %1.02 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 198,8596.6M $0.02 %0.90 %as of Apr 30, 2026
Regional Bank Fund John Hancock Investment Trust II 188,5386.3M $0.72 %0.85 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 185,1066.2M $0.17 %0.83 %as of Mar 31, 2026
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 180,2676M $0.92 %0.81 %as of Apr 30, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 178,1286.2M $0.94 %0.80 %as of Feb 28, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 172,0506M $0.13 %0.78 %as of Feb 27, 2026
iShares Russell 2000 Value ETF iShares Trust 172,0095.7M $0.05 %0.77 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 170,3205.7M $0.00 %0.77 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 151,5095M $0.03 %0.68 %as of Apr 30, 2026
SmallCap Fund Principal Funds, Inc 129,2004.3M $0.20 %0.58 %as of Apr 30, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 126,8694.2M $0.11 %0.57 %as of Apr 30, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 115,2323.8M $0.00 %0.52 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 114,8683.8M $0.03 %0.52 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 113,7793.8M $0.20 %0.51 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 109,4503.8M $0.01 %0.49 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 100,3543.5M $0.02 %0.45 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98,9893.4M $0.02 %0.45 %as of Feb 28, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 96,4093.2M $0.29 %0.43 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,4553.1M $0.02 %0.42 %as of Apr 30, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 90,3803.1M $0.00 %0.41 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,2082.5M $0.03 %0.33 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 68,4272.3M $0.02 %0.31 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 65,5152.3M $0.10 %0.30 %as of Feb 28, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 63,5342.1M $0.28 %0.29 %as of Mar 31, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 63,3802.1M $0.12 %0.29 %as of Mar 31, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 60,2362M $0.27 %0.27 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,3172M $0.01 %0.27 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 50,4171.7M $0.14 %0.23 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 46,6001.6M $0.19 %0.21 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,3721.6M $0.07 %0.21 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 43,5961.4M $0.00 %0.20 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 43,4711.4M $0.02 %0.20 %as of Apr 30, 2026
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 43,0761.4M $0.09 %0.19 %as of Apr 30, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 42,7201.5M $0.12 %0.19 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 42,3131.4M $0.05 %0.19 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 39,3001.4M $0.00 %0.18 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 38,0941.3M $0.84 %0.17 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,3581.2M $0.00 %0.17 %as of Apr 30, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 34,6691.2M $0.01 %0.16 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 33,1291.1M $0.02 %0.15 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,0201.1M $0.00 %0.15 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,8501M $0.00 %0.13 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,563981.8K $0.00 %0.13 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 29,5351M $0.00 %0.13 %as of Feb 28, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 29,062967.8K $0.64 %0.13 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 28,845957.9K $0.08 %0.13 %as of Apr 30, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 27,860925.2K $0.75 %0.13 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 25,295840K $0.02 %0.11 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 24,896826.8K $0.09 %0.11 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 24,888828.8K $0.05 %0.11 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 24,469850.3K $0.06 %0.11 %as of Feb 28, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 24,435849.1K $0.15 %0.11 %as of Feb 28, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23,819791K $0.01 %0.11 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 23,250774.2K $0.04 %0.10 %as of Mar 31, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 22,812792.7K $0.12 %0.10 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 22,265741.4K $0.04 %0.10 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 21,783757K $0.09 %0.10 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,485715.5K $0.02 %0.10 %as of Mar 31, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 19,656654.5K $0.15 %0.09 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 19,525650.2K $0.95 %0.09 %as of Mar 31, 2026
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 18,634620.5K $0.32 %0.08 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 18,281608.8K $0.10 %0.08 %as of Mar 31, 2026
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 18,279608.7K $0.33 %0.08 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 16,577550.5K $0.02 %0.07 %as of Apr 30, 2026
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,558575.4K $0.13 %0.07 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 16,276540.5K $0.00 %0.07 %as of Apr 30, 2026
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 16,000532.8K $0.15 %0.07 %as of Mar 31, 2026
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 15,806524.9K $0.11 %0.07 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,692510.5K $0.05 %0.07 %as of Feb 28, 2026
SMALL CAP EQUITY FUND GuideStone Funds 14,520483.5K $0.06 %0.07 %as of Mar 31, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 14,139470.8K $0.25 %0.06 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,117468.8K $0.01 %0.06 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,509449.8K $0.02 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,944429.9K $0.00 %0.06 %as of Apr 30, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,857428.1K $0.06 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,853446.6K $0.00 %0.06 %as of Feb 28, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 12,800426.2K $0.07 %0.06 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,469415.2K $0.05 %0.06 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 12,465433.2K $0.00 %0.06 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 12,440414.3K $0.03 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,311427.8K $0.00 %0.06 %as of Feb 28, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,742408K $0.05 %0.05 %as of Feb 28, 2026
SmallCap Account Principal Variable Contract Funds, Inc 11,600386.3K $0.23 %0.05 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 11,590384.9K $0.01 %0.05 %as of Apr 30, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,500399.6K $0.21 %0.05 %as of Feb 28, 2026
Dunham Small Cap Value Fund Dunham Funds 11,237373.2K $0.40 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,027367.2K $0.00 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,985364.8K $0.00 %0.05 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,231340.7K $0.05 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 9,633320.8K $0.02 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,506316.5K $0.00 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,955297.4K $0.04 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,789292.7K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 8,628286.5K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 7,896274.4K $0.02 %0.04 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1.03 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.95 %as of Mar 31, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.94 %as of Feb 28, 2026
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 0.92 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.84 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.75 %as of Apr 30, 2026
Regional Bank Fund John Hancock Investment Trust II 0.72 %as of Apr 30, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 0.64 %as of Mar 31, 2026
JPMorgan Small Cap Blend Fund JPMorgan Trust I 0.53 %as of Mar 31, 2026
Dunham Small Cap Value Fund Dunham Funds 0.40 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2238+97,254,100+2.3 %
2026Q1229-37,087,676-1.4 %
2025Q4232-37,191,614-5.9 %
2025Q3235-47,639,965-3.1 %
2025Q2239+67,882,773-2.5 %
2025Q1233-18,082,822+2.1 %
2024Q4234+147,914,785+11.4 %
2024Q3220+57,104,754+0.3 %
2024Q2215+17,083,239+2.8 %
2024Q1214-16,889,158+0.1 %
2023Q42156,881,315

Institutional managers

164 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.2,893,07996.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP861,14728.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC713,26323.8M $as of Mar 31, 2026
STATE STREET CORP713,18623.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC623,02720.7M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC595,77919.8K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC582,29119.4M $as of Mar 31, 2026
FMR LLC566,15318.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC543,15018.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC503,43016.8M $as of Mar 31, 2026
LSV ASSET MANAGEMENT396,89313.2K $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE383,03412.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP350,37111.7M $as of Mar 31, 2026
Nuveen, LLC330,85311M $as of Mar 31, 2026
PL Capital Advisors, LLC318,98510.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO313,42910.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC294,5759.8M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC224,4457.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd207,9846.9M $as of Mar 31, 2026
FJ Capital Management LLC203,6076.8M $as of Mar 31, 2026
NORTHERN TRUST CORP199,8086.7M $as of Mar 31, 2026
CSM Advisors, LLC197,5006.6K $as of Mar 31, 2026
MORGAN STANLEY186,0816.2M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC184,3106.1M $as of Mar 31, 2026
ProShare Advisors LLC184,0186.1M $as of Mar 31, 2026

Declared shareholders of Independent Bank Corp/MI

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.14 %1,058,810as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other2.70 %566,153as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Independent Bank Corp/MI". https://titelia.com/en/stocks/independent-bank-corp-mi-US4538386099