Funds holding Merchants Bancorp/IN
210 funds declare a position · 57 ETFs and 153 other funds · 476.1M $· 192.8K € · US58844R1086
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,761,961 | 75.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 2 | Nomura Small Cap Value Fund Delaware Group Equity Funds V | 721,933 | 30.5M $ | 0.84 % | as of Feb 27, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 648,290 | 27.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 638,677 | 27.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 5 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 594,091 | 25.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 6 | Nomura VIP Small Cap Value Series Delaware VIP Trust | 355,150 | 15.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 7 | Royce Small-Cap Total Return Fund ROYCE FUND | 340,062 | 14.6M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 327,852 | 14.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 286,818 | 12.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 10 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 269,565 | 11.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 256,583 | 11.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares Russell 2000 Value ETF iShares Trust | 224,595 | 9.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 13 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 209,765 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 14 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 209,411 | 9.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 195,598 | 9.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 181,706 | 8.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 175,071 | 8.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 18 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 154,593 | 6.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 19 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 152,844 | 6.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 20 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 146,767 | 6.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 142,837 | 6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 22 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 139,901 | 6.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 23 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 128,529 | 5.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 24 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 117,459 | 5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 25 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 100,596 | 4.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 26 | BALLAST SMALL/MID CAP ETF Unified Series Trust | 94,133 | 4M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 27 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 92,063 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | Royce Small-Cap Fund ROYCE FUND | 88,768 | 3.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 29 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 75,900 | 3.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 30 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,718 | 3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 31 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 64,605 | 2.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 32 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 56,843 | 2.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 56,237 | 2.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 54,751 | 2.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 35 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,401 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 36 | SmallCap Value Fund II Principal Funds, Inc | 47,573 | 2.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 37 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 46,748 | 2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 38 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 46,720 | 2.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 39 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 45,419 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 40 | JNL Small Cap Index Fund JNL Series Trust | 45,284 | 1.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 41 | Master Small Cap Index Series Quantitative Master Series LLC | 43,535 | 1.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 42 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 43,253 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | AST Small-Cap Equity Portfolio Advanced Series Trust | 38,709 | 1.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 44 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 37,681 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 45 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 37,009 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 35,900 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 47 | DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 35,437 | 1.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 48 | Small Cap Value Fund Northern Funds | 34,539 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 49 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 34,433 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 50 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 34,307 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 51 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 32,129 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 52 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 30,347 | 1.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 53 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 29,468 | 1.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 54 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 29,285 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 29,202 | 1.4M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 56 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 26,654 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 57 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 26,320 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 58 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 26,200 | 1.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 59 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 26,182 | 1.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 60 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 25,050 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 61 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,512 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 23,196 | 995.3K $ | 3.47 % | as of Mar 31, 2026 · Original filing |
| 63 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 23,086 | 1.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 64 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 21,892 | 939.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 65 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,488 | 866.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 66 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 19,605 | 841.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 67 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,120 | 808.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 68 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 18,136 | 778.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 69 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 17,904 | 757K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 70 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 17,882 | 756.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 71 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,814 | 764.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 72 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 17,800 | 763.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 73 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 17,502 | 814.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 16,205 | 695.4K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 75 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 15,633 | 727.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,041 | 700K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 77 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,993 | 697.8K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 78 | Avantis U.S. Equity ETF American Century ETF Trust | 14,866 | 628.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 79 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 14,551 | 677.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 80 | EQ/Small Company Index Portfolio EQ Advisors Trust | 14,510 | 622.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 81 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 14,280 | 603.8K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 82 | Nuveen Equity Index Fund TIAA-CREF Funds | 14,153 | 658.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 83 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,138 | 606.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 84 | DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 14,068 | 603.7K $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,888 | 646.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 86 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,312 | 528.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,134 | 520.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | Small Cap Index Fund Northern Funds | 11,886 | 510K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 89 | Royce SMid-Cap Total Return Fund ROYCE FUND | 11,687 | 501.5K $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 90 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,622 | 540.9K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 91 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,476 | 534.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 11,464 | 491.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | Global X Russell 2000 ETF GLOBAL X FUNDS | 11,212 | 521.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 94 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 11,051 | 514.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 95 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,662 | 496.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 96 | Small Cap Index Fund VALIC Co I | 10,590 | 447.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 97 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,301 | 479.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 98 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 10,225 | 438.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 99 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 10,049 | 431.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 100 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,410 | 403.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
169 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Elser Financial Planning, Inc | 26,983,101 | 1.2B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,050,918 | 173.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,758,985 | 75.5M $ | as of Mar 31, 2026 |
| Doma Perpetual Capital Management LLC | 1,115,594 | 47.9M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,093,004 | 46.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,034,632 | 44.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 742,635 | 31.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 725,435 | 31.1M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 567,267 | 24.3M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 302,408 | 13M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 298,060 | 12.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 287,093 | 12.3M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 281,062 | 12.1M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 273,747 | 11.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 248,082 | 10.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 236,146 | 10.1M $ | as of Mar 31, 2026 |
| Valeo Financial Advisors, LLC | 235,100 | 10.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 212,852 | 9.1M $ | as of Mar 31, 2026 |
| DENALI ADVISORS LLC | 194,710 | 8.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 155,067 | 6.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 142,616 | 6.1M $ | as of Mar 31, 2026 |
| Ballast Asset Management, LP | 136,586 | 5.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 126,561 | 5.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 116,355 | 5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 108,975 | 4.7M $ | as of Mar 31, 2026 |