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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 477 | 9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 420 | 8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 420 | 8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 403 | 7.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 395 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 384 | 7.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 384 | 7.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 369 | 7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 328 | 6.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 315 | 6.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 5.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 282 | 5.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 246 | 4.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 245 | 4.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 220 | 4.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 208 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 159 | 3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 143 | 2.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 135 | 2.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 131 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 118 | 2.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 115 | 2.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 105 | 2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 46 | 872.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 587.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 23 | 436.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 23 | 432.9 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Russell 2000 Fund Rydex Series Funds | 21 | 398.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 19 | 369.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 17 | 319.9 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 246.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 9 | 175 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8 | 151.7 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 75.3 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 58.3 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 37.9 $ | 0.00 % | 0.00 % | 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 136 | +19 | 2,151,471 | +9.9 % |
| 2026Q1 | 117 | +5 | 1,958,237 | +10.3 % |
| 2025Q4 | 112 | +19 | 1,775,919 | +15.7 % |
| 2025Q3 | 93 | +43 | 1,534,372 | +54.5 % |
| 2025Q2 | 50 | +6 | 993,255 | +5.2 % |
| 2025Q1 | 44 | +1 | 944,486 | +1.3 % |
| 2024Q4 | 43 | +1 | 932,690 | +1.4 % |
| 2024Q3 | 42 | -2 | 920,061 | +1.5 % |
| 2024Q2 | 44 | 0 | 906,315 | +4.1 % |
| 2024Q1 | 44 | -3 | 870,652 | -9.8 % |
| 2023Q4 | 47 | 965,669 |
Institutional managers
88 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Fourthstone LLC | 1,175,301 | 22.3M $ | as of Mar 31, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 651,298 | 12.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 558,532 | 10.6M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 437,696 | 8.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 434,002 | 8.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 369,333 | 7M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 250,937 | 4.8K $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 239,210 | 4.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 213,062 | 4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 192,682 | 3.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 168,863 | 3.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 166,439 | 3.2M $ | as of Mar 31, 2026 |
| Wick Capital Partners, LLC | 144,516 | 2.7M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 138,031 | 2.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 132,180 | 2.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 110,949 | 2.1M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 89,467 | 1.7M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 79,390 | 1.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 78,435 | 1.5M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 67,380 | 1.3M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 67,256 | 1.3K $ | as of Mar 31, 2026 |
| Meridian Wealth Partners, LLC | 66,839 | 1.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 66,549 | 1.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 66,538 | 1.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 65,048 | 1.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Meridian Corp". https://titelia.com/en/stocks/meridian-corp-US58958P1049