Independent Bank Corp. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $21.75M | 0.00% | 653,200 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $16.80M | 0.02% | 504,416 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $7.70M | 0.01% | 231,299 NS | $81.50B | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $7.53M | 0.53% | 225,999 NS | $1.43B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $6.16M | 0.17% | 185,106 NS | $3.71B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $5.73M | 0.05% | 172,009 NS | $12.46B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $5.67M | 0.00% | 170,320 NS | $129.17B | FIGI |
| John Hancock Financial Opportunities Fund — | — | $5.46M | 0.77% | 163,971 NS | $705.77M | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $2.12M | 0.28% | 63,534 NS | $755.81M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $2.11M | 0.12% | 63,380 NS | $1.71B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $1.68M | 0.14% | 50,417 NS | $1.21B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $1.55M | 0.19% | 46,600 NS | $827.02M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.41M | 0.05% | 42,313 NS | $2.98B | FIGI |
| Federated Hermes MDT Small Cap Value Fund f/k… Federated Hermes Equity Funds | — | $1.27M | 0.84% | 38,094 NS | $150.25M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.10M | 0.02% | 33,129 NS | $4.82B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.10M | 0.00% | 33,020 NS | $79.62B | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $967.8K | 0.64% | 29,062 NS | $151.87M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $828.8K | 0.05% | 24,888 NS | $1.80B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $774.2K | 0.04% | 23,250 NS | $1.94B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $741.4K | 0.04% | 22,265 NS | $1.86B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $715.5K | 0.02% | 21,485 NS | $3.39B | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $654.5K | 0.15% | 19,656 NS | $435.08M | FIGI |
| Victory Integrity Discovery Fund Victory Portfolios | — | $650.2K | 0.95% | 19,525 NS | $68.76M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $620.5K | 0.32% | 18,634 NS | $192.40M | FIGI |
| Small Cap Value Fund Northern Funds | — | $608.8K | 0.10% | 18,281 NS | $616.52M | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $608.7K | 0.33% | 18,279 NS | $185.65M | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $532.8K | 0.15% | 16,000 NS | $359.35M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $483.5K | 0.06% | 14,520 NS | $823.49M | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $470.8K | 0.25% | 14,139 NS | $190.26M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $449.8K | 0.02% | 13,509 NS | $1.95B | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $428.1K | 0.06% | 12,857 NS | $672.97M | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $426.2K | 0.07% | 12,800 NS | $575.61M | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $415.2K | 0.05% | 12,469 NS | $908.21M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $414.3K | 0.03% | 12,440 NS | $1.59B | FIGI |
| SmallCap Account Principal Variable Contract Funds, Inc | — | $386.3K | 0.23% | 11,600 NS | $169.79M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $367.2K | 0.00% | 11,027 NS | $58.89B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $340.7K | 0.05% | 10,231 NS | $633.02M | FIGI |
| Small Cap Index Fund Northern Funds | — | $320.8K | 0.02% | 9,633 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $316.5K | 0.00% | 9,506 NS | $30.28B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $292.7K | 0.00% | 8,789 NS | $9.06B | FIGI |
| Sterling Capital Behavioral Small Cap Value F… Sterling Capital Funds | — | $252.7K | 0.36% | 7,590 NS | $69.48M | FIGI |
| JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | JPSV | $248.7K | 1.03% | 7,468 NS | $24.13M | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $245.9K | 0.16% | 7,384 NS | $149.49M | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $242.9K | 0.33% | 7,295 NS | $72.80M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $240.8K | 0.06% | 7,230 NS | $375.87M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $238.8K | 0.02% | 7,172 NS | $956.61M | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $227.2K | 0.11% | 6,824 NS | $207.99M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $223.7K | 0.01% | 6,718 NS | $2.63B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $219.8K | 0.01% | 6,600 NS | $1.90B | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $216.3K | 0.00% | 6,494 NS | $8.32B | FIGI |