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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 600 | 20K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 579 | 19.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 571 | 19.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 522 | 17.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 498 | 16.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 496 | 17.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 460 | 15.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 460 | 15.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 429 | 14.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 420 | 13.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 390 | 13K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 366 | 12.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 312 | 10.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 308 | 10.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 300 | 10K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 243 | 8.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 226 | 7.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 226 | 7.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 209 | 7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 198 | 6.6K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 185 | 6.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 181 | 6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 180 | 6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 171 | 5.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 157 | 5.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 108 | 3.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 103 | 3.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 91 | 3.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 67 | 2.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 50 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 47 | 1.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 36 | 1.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 36 | 1.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 28 | 932.4 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 20 | 695 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 20 | 664.2 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 243.3 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 166.5 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 238 | +9 | 7,254,100 | +2.3 % |
| 2026Q1 | 229 | -3 | 7,087,676 | -1.4 % |
| 2025Q4 | 232 | -3 | 7,191,614 | -5.9 % |
| 2025Q3 | 235 | -4 | 7,639,965 | -3.1 % |
| 2025Q2 | 239 | +6 | 7,882,773 | -2.5 % |
| 2025Q1 | 233 | -1 | 8,082,822 | +2.1 % |
| 2024Q4 | 234 | +14 | 7,914,785 | +11.4 % |
| 2024Q3 | 220 | +5 | 7,104,754 | +0.3 % |
| 2024Q2 | 215 | +1 | 7,083,239 | +2.8 % |
| 2024Q1 | 214 | -1 | 6,889,158 | +0.1 % |
| 2023Q4 | 215 | 6,881,315 |
Institutional managers
164 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,893,079 | 96.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 861,147 | 28.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 713,263 | 23.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 713,186 | 23.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 623,027 | 20.7M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 595,779 | 19.8K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 582,291 | 19.4M $ | as of Mar 31, 2026 |
| FMR LLC | 566,153 | 18.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 543,150 | 18.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 503,430 | 16.8M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 396,893 | 13.2K $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 383,034 | 12.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 350,371 | 11.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 330,853 | 11M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 318,985 | 10.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 313,429 | 10.3M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 294,575 | 9.8M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 224,445 | 7.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 207,984 | 6.9M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 203,607 | 6.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 199,808 | 6.7M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 197,500 | 6.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 186,081 | 6.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 184,310 | 6.1M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 184,018 | 6.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.14 % | 1,058,810 | as of Mar 31, 2026 · SCHEDULE 13G |
| FMR LLC and 1 other | 2.70 % | 566,153 | as 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