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 | |
|---|---|---|---|---|
| Russell 2000 Fund Rydex Series Funds | 61 | 2.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 47 | 2.2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 36 | 1.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 36 | 1.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 30 | 1.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 27 | 1.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 11 | 511.9 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 338.2 $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 300.4 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 192.8K € | 1.47 % | as of Dec 31, 2025 ↗ |
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
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