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
Nuveen ESG Small-Cap ETF NuShares ETF Trust 7,687255.3K $0.02 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,643253.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 7,590252.7K $0.36 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 7,536261.9K $0.11 %0.03 %as of Feb 28, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 7,468248.7K $1.03 %0.03 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 7,384245.9K $0.16 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,320243.1K $0.01 %0.03 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,295242.9K $0.33 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 7,230240.8K $0.06 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,172238.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 6,824227.2K $0.11 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,718223.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,600219.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,494216.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,401212.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,309210.1K $0.02 %0.03 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 5,606186.7K $0.00 %0.03 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,417180.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,271175.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,232174.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,192172.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,175171.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 5,112170.2K $0.14 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,080169.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,359144.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,157138.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,135137.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,088135.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,824127.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,781125.9K $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,690128.2K $0.05 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,626120.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,559118.5K $0.11 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,553118.3K $0.07 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,300114.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,120103.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 3,074106.8K $0.25 %0.01 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,020100.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,005100.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 2,98599.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,83994.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 2,82894.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,68589.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,64588.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,64488K $0.03 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2,50083.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,42084.1K $0.03 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,39879.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,37678.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,29876.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,26975.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,25074.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,24374.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,22673.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 2,16071.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,15574.9K $0.07 %0.01 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,10870.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,10870.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,10169.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,06568.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,01767K $0.00 %0.01 %as of Apr 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,01367K $0.09 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 1,98166K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,94564.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,79759.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,67558.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,66955.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,62356.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,61856.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,57754.8K $0.04 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,55051.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 1,50650K $0.09 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,49549.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,49249.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,49051.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,40046.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,32744.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,30743.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,25341.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,23743K $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,23542.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,23041K $0.03 %0.01 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,20740.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,02434K $0.00 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 91131.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 90530.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 87129K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 86530.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 86328.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 85528.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 83629.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 81027K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 76225.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 73924.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 70123.3K $0.32 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 65321.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 60320K $0.03 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 60120K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 60020K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 60020K $0.03 %0.00 %as of Mar 31, 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