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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

Declared shareholders of Independent Bank Corp/MI

There are 2 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 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
Cite this page

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