Titelia

Fund shareholders of Meridian Corp

ISIN US58958P1049 · United States

Fund shareholders
128
Of which ETFs
24 104 other funds
Value held
46.8M $
Share of capital
20.1 % of 11.9M shares on Aug 6, 2026

128 funds hold this company. This table lists the 127 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 313,3426.3M $0.00 %2.63 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 296,0805.9M $0.01 %2.48 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 204,3183.7M $0.01 %1.71 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 162,2083.2M $0.00 %1.36 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 111,6532.2M $0.00 %0.94 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,9362.2M $0.01 %0.93 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 106,5252.1M $0.01 %0.89 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 94,9251.9M $0.01 %0.80 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 54,6461.1M $0.01 %0.46 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,8951M $0.01 %0.44 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 51,217920.9K $0.00 %0.43 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 48,578954.1K $0.01 %0.41 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,242849.4K $0.00 %0.40 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 43,837861K $0.01 %0.37 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,800877.3K $0.07 %0.37 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 43,681785.4K $0.00 %0.37 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 40,017785.9K $0.01 %0.34 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 34,119683.4K $0.04 %0.29 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,697602.9K $0.01 %0.26 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 28,904567.7K $0.01 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 23,754466.5K $0.01 %0.20 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 19,554391.7K $0.02 %0.16 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 18,863339.2K $0.01 %0.16 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 18,549333.5K $0.03 %0.16 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,998353.5K $0.00 %0.15 %as of Jul 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 17,849320.9K $0.04 %0.15 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,494314.5K $0.00 %0.15 %as of May 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 15,895318.4K $0.07 %0.13 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 15,715314.8K $0.01 %0.13 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 15,603312.5K $0.21 %0.13 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,480304K $0.00 %0.13 %as of Jul 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 14,529291K $0.13 %0.12 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,012251.9K $0.03 %0.12 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 13,817248.4K $0.00 %0.12 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,728275K $0.01 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 12,442249.2K $0.01 %0.10 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,316241.9K $0.00 %0.10 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11,842232.6K $0.01 %0.10 %as of Jul 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,600208.6K $0.11 %0.10 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,148218.9K $0.01 %0.09 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 10,600212.3K $0.02 %0.09 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,800116.2K $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,764103.6K $0.01 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,475109.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 5,05699.3K $0.00 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 4,96089.2K $0.01 %0.04 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,70584.6K $0.00 %0.04 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 4,67091.7K $0.01 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 4,60592.2K $0.01 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,43687.1K $0.01 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 4,30286.2K $0.02 %0.04 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 4,23084.7K $0.02 %0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,19183.9K $0.10 %0.04 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,86677.4K $0.08 %0.03 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,84675.5K $0.00 %0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,81176.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,79276K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 3,68866.3K $0.00 %0.03 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,53070.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,45267.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,38867.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,30066.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,05061.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,00058.9K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,95259.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,79756K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,71054.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,64652K $0.00 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,28345.7K $0.02 %0.02 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,20043.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,10041.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,06141.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,82236.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,77335.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,70834.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,59131.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,58528.5K $0.00 %0.01 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,57031.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,57031.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,53530.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,44628.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,43625.8K $0.02 %0.01 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,37927.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,25922.6K $0.01 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,18523.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,18123.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,14222.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,09821.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,04320.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,03120.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,02220.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 96019.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 92618.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 89217.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 80215.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 79715.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 75115K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 71612.9K $0.00 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 69413.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 63012.6K $0.00 %0.01 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.30 %as of Jun 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.

FundWeight in fund
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.30 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.21 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 0.13 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.11 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.10 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.08 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 0.07 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.07 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.04 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.04 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3127-92,397,030+11.4 %
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 table shows the 25 largest.

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

Declared shareholders of Meridian Corp

There are 2 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.

ShareholderDeclared stakeShares
BlackRock, Inc. 5.30 %630,139as of Jun 30, 2026 · SCHEDULE 13G
Fourthstone LLC and 5 others4.53 %538,390as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Meridian Corp". https://titelia.com/en/stocks/meridian-corp-US58958P1049