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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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