Fund shareholders of Merchants Bancorp/IN
ISIN US58844R1086 · United States · LEI 54930008Y0GPVLF81889
- Fund shareholders
- 210
- Of which ETFs
- 57 153 other funds
- Value held
- ≈ 476.3M $ 476.1M $ · 192.8K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 9,284 | 398.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 8,950 | 384K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,241 | 353.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,144 | 379K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 8,140 | 349.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 7,760 | 333K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,583 | 325.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,487 | 348.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,477 | 320.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,952 | 298.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 5,883 | 252.4K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 5,676 | 243.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 5,573 | 235.6K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 5,552 | 258.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,547 | 258.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 5,263 | 225.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,007 | 214.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 4,844 | 225.4K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,741 | 203.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,530 | 210.8K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 4,265 | 183K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,065 | 189.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,977 | 185.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,915 | 168K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,696 | 172K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,631 | 155.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,424 | 159.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 3,361 | 144.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,300 | 139.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 3,118 | 145.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,101 | 133.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,058 | 131.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,045 | 130.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,875 | 121.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,862 | 133.2K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST | 2,722 | 116.8K $ | 1.72 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,712 | 116.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 2,600 | 111.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,554 | 109.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,523 | 108.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,380 | 110.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,343 | 100.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,317 | 107.8K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,230 | 95.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,225 | 95.5K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,167 | 93K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,080 | 96.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,080 | 96.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,014 | 86.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,000 | 85.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,988 | 84.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,982 | 85K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 1,974 | 84.7K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1,832 | 77.5K $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,823 | 78.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,770 | 76K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,764 | 75.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,635 | 69.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,605 | 67.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,599 | 67.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,400 | 59.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,371 | 63.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 1,235 | 53K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,218 | 52.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,173 | 54.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,153 | 49.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,123 | 47.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,085 | 45.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,069 | 45.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,062 | 44.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 954 | 44.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 928 | 39.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 928 | 39.8K $ | 0.70 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 818 | 35.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 814 | 34.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 797 | 34.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 774 | 33.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 741 | 31.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 740 | 31.8K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 30K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 688 | 29.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 670 | 28.7K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 656 | 28.1K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 612 | 28.5K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 607 | 26K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 554 | 25.8K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 497 | 21.3K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 431 | 18.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 316 | 13.4K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 293 | 13.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 232 | 10K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 201 | 9.4K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 166 | 7.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 127 | 5.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 113 | 5.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 103 | 4.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 95 | 4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 87 | 3.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 77 | 3.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 66 | 2.8K $ | 0.02 % | 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 | |
|---|---|---|
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 3.47 % | as of Mar 31, 2026 ↗ |
| BALLAST SMALL/MID CAP ETF Unified Series Trust | 2.50 % | as of Mar 31, 2026 ↗ |
| Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST | 1.72 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Total Return Fund ROYCE FUND | 1.72 % | as of Mar 31, 2026 ↗ |
| Royce SMid-Cap Total Return Fund ROYCE FUND | 1.63 % | as of Mar 31, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 1.47 % | as of Dec 31, 2025 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.96 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 0.88 % | as of Mar 31, 2026 ↗ |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 0.86 % | as of Mar 31, 2026 ↗ |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 0.84 % | as of Feb 27, 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 | 209 | +33 | 10,928,984 | +39.1 % |
| 2026Q1 | 176 | -13 | 7,858,414 | -1.2 % |
| 2025Q4 | 189 | -7 | 7,953,271 | -2.5 % |
| 2025Q3 | 196 | -13 | 8,159,538 | +6.6 % |
| 2025Q2 | 209 | +1 | 7,655,804 | +15.2 % |
| 2025Q1 | 208 | -16 | 6,647,735 | -3.7 % |
| 2024Q4 | 224 | +6 | 6,902,543 | +8.7 % |
| 2024Q3 | 218 | +20 | 6,352,380 | +13.4 % |
| 2024Q2 | 198 | +13 | 5,602,586 | +3.8 % |
| 2024Q1 | 185 | -1 | 5,397,995 | +11.9 % |
| 2023Q4 | 186 | 4,824,566 |
Institutional managers
169 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
Declared shareholders of Merchants Bancorp/IN
There are 3 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 | |
|---|---|---|---|
| Michael F. Petrie and 4 others | 27.40 % | 12,575,375 | as of Feb 26, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 8.80 % | 4,033,647 | as of Mar 31, 2026 · SCHEDULE 13G |
| Randall D. Rogers and 4 others | 8.30 % | 3,775,767 | as of Feb 9, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Merchants Bancorp/IN". https://titelia.com/en/stocks/merchants-bancorp-in-US58844R1086