Titelia

Funds holding Independent Bank Corp/MI

ISIN US4538386099 · United States

Fund holders
237
Of which ETFs
51 186 other funds
Value held
278.3M $
Share of capital
34.7 % of 22.2M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 633,47621.7M $0.08 %2.85 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 622,50022.5M $0.00 %2.80 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 527,52419M $0.02 %2.38 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 486,12516.7M $0.02 %2.19 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 252,2199.1M $0.19 %1.14 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 237,3918.6M $0.01 %1.07 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 234,6258.5M $0.50 %1.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 220,2108.4M $0.02 %0.99 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 200,0047.6M $1.15 %0.90 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 188,5387.2M $0.75 %0.85 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 186,9046.7M $0.05 %0.84 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 182,4586.3M $0.96 %0.82 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 168,0575.8M $0.11 %0.76 %as of May 29, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 151,5095.8M $0.03 %0.68 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 127,5554.9M $0.22 %0.57 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 125,5204.5M $0.00 %0.57 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 124,4094.8M $0.12 %0.56 %as of Jul 31, 2026 ↗
SmallCap Fund Principal Funds, Inc 124,1004.7M $0.23 %0.56 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 116,5994.5M $0.00 %0.53 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 115,0854.4M $0.03 %0.52 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 105,0223.6M $0.01 %0.47 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 102,7293.5M $0.02 %0.46 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 98,8283.4M $0.01 %0.45 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,4553.5M $0.02 %0.42 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,8752.9M $0.04 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 68,4272.6M $0.02 %0.31 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 67,4272.4M $0.16 %0.30 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,7152.5M $0.01 %0.30 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 64,3312.2M $0.09 %0.29 %as of May 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 63,3802.3M $0.12 %0.29 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 63,1172.3M $0.23 %0.28 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 51,2002M $0.45 %0.23 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 48,5971.9M $0.02 %0.22 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 46,6001.7M $0.18 %0.21 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 45,4201.6M $0.06 %0.20 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,1681.7M $0.00 %0.20 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 42,7201.5M $0.11 %0.19 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 39,9261.4M $0.83 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 39,3001.3M $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 37,5161.4M $0.02 %0.17 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,3581.4M $0.00 %0.17 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,5241.2M $0.00 %0.15 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 33,3411.1M $0.01 %0.15 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 32,8131.3M $0.10 %0.15 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 31,8281.1M $0.04 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 31,3681.1M $0.00 %0.14 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,5631.1M $0.00 %0.13 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 29,4641M $0.00 %0.13 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 28,3701M $0.57 %0.13 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 28,2651M $0.05 %0.13 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 27,8601.1M $0.82 %0.13 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 27,2141M $0.01 %0.12 %as of Jul 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 24,750892.7K $0.97 %0.11 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 24,469839.8K $0.05 %0.11 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 24,435838.6K $0.13 %0.11 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,437895.3K $0.02 %0.11 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 23,140834.7K $0.04 %0.10 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 22,777870.1K $0.09 %0.10 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 22,265803.1K $0.04 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,862788.6K $0.02 %0.10 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 21,476774.6K $0.13 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,765678.3K $0.07 %0.09 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 18,598710.4K $0.05 %0.08 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 18,281659.4K $0.10 %0.08 %as of Jun 30, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 17,600604K $0.35 %0.08 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 16,620634.9K $0.02 %0.07 %as of Jul 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,558568.3K $0.12 %0.07 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 16,276621.7K $0.00 %0.07 %as of Jul 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 16,000577.1K $0.13 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,751540.6K $0.04 %0.07 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 15,216581.3K $0.14 %0.07 %as of Jul 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 14,139510K $0.23 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,983504.4K $0.05 %0.06 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,266506.8K $0.01 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,944494.5K $0.00 %0.06 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,857463.8K $0.06 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,853441.1K $0.00 %0.06 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,809462K $0.02 %0.06 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 12,800461.7K $0.07 %0.06 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12,465427.8K $0.00 %0.06 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 12,440448.7K $0.02 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,311422.5K $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,742403K $0.05 %0.05 %as of May 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,500394.7K $0.20 %0.05 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 11,437436.9K $0.01 %0.05 %as of Jul 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 11,300407.6K $0.21 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,985419.6K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 10,645365.3K $0.13 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 10,373374.2K $0.02 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,322372.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 10,128386.9K $0.42 %0.05 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,996360.6K $0.05 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,570365.6K $0.02 %0.04 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 9,544344.3K $0.09 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,506342.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 9,202331.9K $0.14 %0.04 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,182331.2K $0.00 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,955342.1K $0.04 %0.04 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 8,789317K $0.03 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,789317K $0.00 %0.04 %as of Jun 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
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 1.15 %as of Jul 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1.03 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.97 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.96 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.83 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.82 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.75 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 0.57 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 0.53 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 0.50 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3237-17,692,504+6.0 %
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 table shows the 25 largest.

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
Cite this page

Titelia. "Funds holding Independent Bank Corp/MI". https://titelia.com/en/stocks/independent-bank-corp-mi-US4538386099