Fund shareholders of Isabella Bank Corp
ISIN US4642141059 · United States
- Fund shareholders
- 22
- Of which ETFs
- 7 15 other funds
- Value held
- 17.4M $
- Share of capital
- 5.0 % of 7.6M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 188,324 | 8.6M $ | 0.00 % | 2.47 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 77,208 | 3.5M $ | 0.00 % | 1.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 36,452 | 1.7M $ | 0.00 % | 0.48 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 14,240 | 650.3K $ | 0.76 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,188 | 674.8K $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 13,302 | 632.6K $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,896 | 470.7K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,370 | 245.2K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,603 | 171.4K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,500 | 139.3K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,128 | 148.8K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,078 | 140.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,665 | 66.3K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 919 | 36.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 843 | 33.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 755 | 30.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 604 | 27.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 387 | 15.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 313 | 12.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 306 | 12.2K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 292 | 11.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 64 | 2.5K $ | 0.00 % | as of Apr 30, 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 | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.76 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 22 | +4 | 378,437 | +13.4 % |
| 2026Q1 | 18 | +6 | 333,640 | +30.0 % |
| 2025Q4 | 12 | +8 | 256,723 | +125.5 % |
| 2025Q3 | 4 | +3 | 113,839 | +1,797.3 % |
| 2025Q1 | 1 | 0 | 6,000 | 0.0 % |
| 2024Q4 | 1 | 0 | 6,000 | 0.0 % |
| 2024Q3 | 1 | 0 | 6,000 | 0.0 % |
| 2024Q2 | 1 | 0 | 6,000 | 0.0 % |
| 2024Q1 | 1 | 6,000 |
Institutional managers
40 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 107,356 | 4.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 100,201 | 4.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94,742 | 4.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 80,402 | 3.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 53,678 | 2.5M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 27,021 | 1.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 22,052 | 1M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 21,534 | 983.5K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 20,825 | 951.1K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 18,043 | 824K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 14,740 | 673.2K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14,240 | 650.3K $ | as of Mar 31, 2026 |
| UBS Group AG | 13,389 | 611.5K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 9,316 | 425.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,182 | 419.3K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 8,840 | 402.9K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 7,147 | 326.4K $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 6,505 | 297.1K $ | as of Mar 31, 2026 |
| FourThought Financial Partners, LLC | 6,392 | 291.9K $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 6,343 | 289 $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 6,091 | 278.2K $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 5,989 | 273.5K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 5,290 | 241.6K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 5,289 | 241.5K $ | as of Mar 31, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | 5,151 | 235.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Isabella Bank Corp". https://titelia.com/en/stocks/isabella-bank-corp-US4642141059