Titelia

Fund shareholders of Meridian Corp

ISIN US58958P1049 · United States

Fund shareholders
136
Of which ETFs
25 111 other funds
Value held
40.9M $
Share of capital
18.0 % of 11.9M shares on Aug 6, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 359,0426.8M $0.00 %3.01 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 227,8994.3M $0.01 %1.91 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 151,8982.9M $0.00 %1.27 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 151,8483M $0.01 %1.27 %as of Feb 28, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 112,0352.1M $0.00 %0.94 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,0291.8M $0.01 %0.81 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 90,5761.7M $0.01 %0.76 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 69,3661.3M $0.01 %0.58 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,895976.7K $0.01 %0.44 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 49,980971.6K $0.00 %0.42 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 48,361940.1K $0.00 %0.41 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,688888.2K $0.01 %0.38 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,049829K $0.01 %0.37 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,800830.4K $0.07 %0.37 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 41,554782K $0.01 %0.35 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 38,891731.9K $0.01 %0.33 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 36,966695.7K $0.01 %0.31 %as of Apr 30, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 31,343609.3K $0.09 %0.26 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,419459.6K $0.01 %0.20 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 23,436444.3K $0.04 %0.20 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 19,873374K $0.01 %0.17 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 18,061351.1K $0.01 %0.15 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,998338.7K $0.00 %0.15 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,494340.1K $0.00 %0.15 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 15,715298K $0.01 %0.13 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 15,603295.8K $0.24 %0.13 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,480291.3K $0.00 %0.13 %as of Apr 30, 2026
AUER GROWTH Unified Series Trust 15,000291.6K $0.40 %0.13 %as of Feb 28, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 14,000263.5K $0.06 %0.12 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,826268.8K $0.03 %0.12 %as of Feb 28, 2026
iShares Russell 2000 Growth ETF iShares Trust 13,392253.9K $0.00 %0.11 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 12,837249.6K $0.00 %0.11 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,316231.8K $0.00 %0.10 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11,842222.9K $0.01 %0.10 %as of Apr 30, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,600225.5K $0.12 %0.10 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,290195.1K $0.00 %0.09 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,132190.7K $0.01 %0.08 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 9,297176.3K $0.01 %0.08 %as of Mar 31, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 8,984170.3K $0.01 %0.08 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 8,984170.3K $0.01 %0.08 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,800110K $0.01 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,475103.8K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,419105.3K $0.01 %0.05 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 5,05695.2K $0.00 %0.04 %as of Apr 30, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 4,96096.4K $0.01 %0.04 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,70591.5K $0.00 %0.04 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 4,60587.3K $0.01 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 4,48285K $0.02 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,43683.5K $0.01 %0.04 %as of Apr 30, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 4,23080.2K $0.02 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,01975.6K $0.01 %0.03 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,84672.4K $0.00 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 3,68871.7K $0.01 %0.03 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,53066.9K $0.00 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,38864.2K $0.01 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,30462.2K $0.00 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,30062.6K $0.00 %0.03 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,95856.1K $0.06 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,79753K $0.01 %0.02 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,64649.8K $0.00 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,42045.9K $0.01 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,37046.1K $0.02 %0.02 %as of Feb 28, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,34344.4K $0.00 %0.02 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,20041.4K $0.00 %0.02 %as of Apr 30, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,10039.5K $0.00 %0.02 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,86735.4K $0.01 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,86235K $0.01 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,78033.7K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,71532.5K $0.02 %0.01 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,69832.2K $0.01 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,59129.9K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,53729.9K $0.00 %0.01 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,43627.9K $0.02 %0.01 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,42926.9K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,37926K $0.00 %0.01 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,29524.6K $0.00 %0.01 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,29024.5K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,24423.6K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,18522.5K $0.01 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,18122.2K $0.00 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,14221.5K $0.00 %0.01 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,14121.6K $0.01 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,12921.4K $0.01 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,09820.7K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,03119.4K $0.01 %0.01 %as of Apr 30, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,02219.2K $0.00 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,01419.1K $0.00 %0.01 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 96018.2K $0.00 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 92617.6K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 78714.8K $0.01 %0.01 %as of Apr 30, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 78414.9K $0.01 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 75114.2K $0.00 %0.01 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 75114.2K $0.01 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 71613.9K $0.00 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 63011.9K $0.00 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 57411.2K $0.00 %0.00 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 57411.2K $0.00 %0.00 %as of Feb 28, 2026
Small Company Growth Portfolio Wilshire Mutual Funds Inc 56210.7K $0.05 %0.00 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 5029.5K $0.00 %0.00 %as of Mar 31, 2026
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4919.5K $0.00 %0.00 %as of Feb 28, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
AUER GROWTH Unified Series Trust 0.40 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.24 %as of Mar 31, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.12 %as of Feb 28, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.09 %as of Feb 28, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.07 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.06 %as of Apr 30, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.06 %as of Mar 31, 2026
Small Company Growth Portfolio Wilshire Mutual Funds Inc 0.05 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.03 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2136+192,151,471+9.9 %
2026Q1117+51,958,237+10.3 %
2025Q4112+191,775,919+15.7 %
2025Q393+431,534,372+54.5 %
2025Q250+6993,255+5.2 %
2025Q144+1944,486+1.3 %
2024Q443+1932,690+1.4 %
2024Q342-2920,061+1.5 %
2024Q2440906,315+4.1 %
2024Q144-3870,652-9.8 %
2023Q447965,669

Institutional managers

88 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Fourthstone LLC1,175,30122.3M $as of Mar 31, 2026
STRATEGIC VALUE BANK PARTNERS LLC651,29812.3M $as of Mar 31, 2026
BlackRock, Inc.558,53210.6M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.437,6968.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP434,0028.2M $as of Mar 31, 2026
BANC FUNDS CO LLC369,3337M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC250,9374.8K $as of Mar 31, 2026
Ategra Capital Management, LLC239,2104.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC213,0624M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC192,6823.7M $as of Mar 31, 2026
Nuveen, LLC168,8633.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP166,4393.2M $as of Mar 31, 2026
Wick Capital Partners, LLC144,5162.7M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.138,0312.6M $as of Mar 31, 2026
STATE STREET CORP132,1802.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP110,9492.1M $as of Mar 31, 2026
Trexquant Investment LP89,4671.7M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC79,3901.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC78,4351.5M $as of Mar 31, 2026
Russell Investments Group, Ltd.67,3801.3M $as of Mar 31, 2026
LSV ASSET MANAGEMENT67,2561.3K $as of Mar 31, 2026
Meridian Wealth Partners, LLC66,8391.3M $as of Mar 31, 2026
NORTHERN TRUST CORP66,5491.3M $as of Mar 31, 2026
MARSHALL WACE, LLP66,5381.3M $as of Mar 31, 2026
MORGAN STANLEY65,0481.2M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Meridian Corp". https://titelia.com/en/stocks/meridian-corp-US58958P1049