Funds holding Mid Penn Bancorp Inc
181 funds declare a position · 34 ETFs and 147 other funds · 160.1M $· 53 € · US59540G1076
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 660,785 | 21.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 479,814 | 15.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 236,379 | 7.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 231,733 | 7.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 193,177 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares Russell 2000 Value ETF iShares Trust | 165,526 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 7 | Emerald Growth Fund FINANCIAL INVESTORS TRUST | 158,038 | 5.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 8 | Regional Bank Fund John Hancock Investment Trust II | 143,936 | 4.7M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 142,604 | 4.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 141,039 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 11 | AB Small Cap Value Portfolio AB CAP FUND, INC. | 120,512 | 3.9M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 108,033 | 3.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 98,501 | 3.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 14 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 96,910 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 15 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 94,372 | 3.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 16 | Putnam Small Cap Value Fund Putnam Investment Funds | 87,000 | 2.8M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 17 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 83,425 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 74,542 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 19 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 66,155 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,982 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 63,572 | 2M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 22 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 51,603 | 1.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 23 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,596 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 24 | iShares Micro-Cap ETF iShares Trust | 49,482 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 25 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 46,197 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 26 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 45,877 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 27 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 43,198 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 28 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 42,459 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 29 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 39,426 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | Royce Small-Cap Value Fund ROYCE FUND | 36,737 | 1.2M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 31 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,317 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 32,854 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 33 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,495 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 34 | Putnam VT Small Cap Value Fund Putnam Variable Trust | 31,200 | 1M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 35 | Master Small Cap Index Series Quantitative Master Series LLC | 31,006 | 997.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 30,065 | 967.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 28,800 | 926.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 38 | Small Cap Core Portfolio Bernstein Fund Inc | 27,710 | 891.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 39 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 26,476 | 851.5K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 40 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,237 | 779.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 41 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 24,232 | 798.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 42 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 23,589 | 758.6K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 43 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 22,007 | 707.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | iShares US Small Cap Value Factor ETF iShares Trust | 21,902 | 704.4K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 45 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,558 | 710.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 20,571 | 661.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,986 | 593K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | EQ/Small Company Index Portfolio EQ Advisors Trust | 17,170 | 552.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 49 | SmallCap Value Fund II Principal Funds, Inc | 17,048 | 562.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 50 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 16,941 | 558.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 51 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,393 | 463K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 52 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,835 | 456.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | AST Small-Cap Equity Portfolio Advanced Series Trust | 13,730 | 441.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,679 | 451K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,502 | 445.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 56 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 13,467 | 433.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 57 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 13,417 | 431.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 58 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 13,350 | 429.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 59 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,200 | 424.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 60 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 13,087 | 420.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 61 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,390 | 398.6K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 62 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 12,183 | 401.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 63 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,019 | 386.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,511 | 370.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 11,400 | 366.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 66 | Nuveen Equity Index Fund TIAA-CREF Funds | 11,232 | 370.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 10,935 | 360.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,805 | 347.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | Small Cap Index Fund Northern Funds | 9,450 | 303.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 70 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,418 | 302.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 71 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,908 | 286.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | Global X Russell 2000 ETF GLOBAL X FUNDS | 8,491 | 279.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 73 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,296 | 266.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 74 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 8,124 | 261.3K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 75 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 7,900 | 260.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 76 | Small Cap Index Fund VALIC Co I | 7,752 | 249.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 77 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,376 | 243.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,267 | 233.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 79 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,256 | 239.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,926 | 222.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,487 | 208.7K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 82 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,350 | 204.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,243 | 205.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,200 | 199.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,793 | 191K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 86 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 5,745 | 184.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 87 | iShares Russell 3000 ETF iShares Trust | 5,663 | 182.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 5,331 | 171.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,287 | 170K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,181 | 166.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,125 | 164.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 92 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,967 | 159.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 4,603 | 148.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 4,373 | 144.2K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 95 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 4,343 | 139.7K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 96 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,884 | 124.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,816 | 122.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,685 | 121.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 99 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,684 | 118.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 100 | Small Cap Index Trust John Hancock Variable Insurance Trust | 3,538 | 113.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
142 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,274,513 | 73.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,497,255 | 48.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 887,937 | 27.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 748,196 | 24.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 553,675 | 17.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 503,914 | 16.2M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 367,386 | 11.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 301,754 | 9.7M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 272,360 | 8.8M $ | as of Mar 31, 2026 |
| Rhino Investment Partners, Inc | 232,072 | 7.5M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 207,982 | 6.7M $ | as of Mar 31, 2026 |
| Petiole USA ltd | 194,511 | 6.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 167,060 | 5.4M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 162,411 | 5.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 156,091 | 5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 155,957 | 5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 150,690 | 4.8M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 137,452 | 4.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 135,254 | 4.3M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 134,853 | 4.3M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 132,295 | 4.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 117,008 | 3.8M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 111,247 | 3.6M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 108,271 | 3.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 108,145 | 3.5M $ | as of Mar 31, 2026 |