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Funds Holding Independent Bank Corp (Massachusetts)
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Independent Bank Corp (Massachusetts), ordered by how much of each fund the position represents rather than by its size.
Institutional holders of INDB →Funds holding
83
as of 2026-07-31
Reported value
$404.2M
summed across funds
Fund families
38
named trusts
Largest conviction
3.70%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Hennessy Small Cap Financial FundHennessy Funds Trust34K sh$2.9M | 3.70% |
| CHANNING INTRINSIC VALUE SMALL-CAP FUNDValued Advisers Trust2.8K sh$232.2K | 2.21% |
| Regional Bank FundJohn Hancock Investment Trust II160.6K sh$13.5M | 1.40% |
| Cultivar ETFETF Opportunities Trust4.5K sh$374.6K | 0.87% |
| Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund137K sh$11.5M | 0.75% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust15.2K sh$1.3M | 0.75% |
| BANKS ULTRASECTOR PROFUNDProFunds854 sh$71.6K | 0.71% |
| Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust56.3K sh$4.7M | 0.70% |
| SA AB Small & Mid Cap Value PortfolioSUNAMERICA SERIES TRUST37.7K sh$3.2M | 0.65% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust30.2K sh$2.5M | 0.59% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust88.4K sh$7.4M | 0.56% |
| Eventide Small Cap ETFStrategy Shares2.2K sh$183.4K | 0.51% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust139.3K sh$11.7M | 0.28% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC619.1K sh$51.9M | 0.27% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust255.6K sh$21.4M | 0.26% |
| SMALL-CAP VALUE PROFUNDProFunds227 sh$19K | 0.24% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.22.7K sh$1.9M | 0.22% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc35.6K sh$3M | 0.22% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust26.3K sh$2.2M | 0.22% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO52.7K sh$4.4M | 0.22% |
| Embark Small Cap Equity FundHarbor Funds II15.9K sh$1.3M | 0.21% |
| SMALL-CAP GROWTH PROFUNDProFunds201 sh$16.8K | 0.20% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2.1K sh$176.8K | 0.19% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust1.8K sh$147.7K | 0.17% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS75.1K sh$6.3M | 0.17% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC318.7K sh$26.7M | 0.16% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust12.5K sh$1M | 0.15% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust48.8K sh$4.1M | 0.15% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.1K sh$929.7K | 0.15% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC15.5K sh$1.3M | 0.14% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust7.3K sh$609K | 0.14% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust242.2K sh$20.3M | 0.14% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC131.4K sh$11M | 0.14% |
| Global X Russell 2000 ETFGLOBAL X FUNDS23.5K sh$2M | 0.13% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST119.2K sh$10M | 0.13% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust536.8K sh$45M | 0.13% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST5.5K sh$464.3K | 0.13% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds63.4K sh$5.3M | 0.13% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO14.8K sh$1.2M | 0.13% |
| iShares Morningstar Small-Cap Value ETFiShares Trust10.1K sh$842.5K | 0.12% |
| Financial Industries FundJohn Hancock Investment Trust II3.5K sh$291.1K | 0.10% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST28.3K sh$2.4M | 0.10% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC221.9K sh$18.6M | 0.09% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust197 sh$16.5K | 0.09% |
| ULTRA SMALL CAP PROFUNDProFunds632 sh$53K | 0.09% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust112 sh$9.4K | 0.09% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust157.1K sh$13.2M | 0.09% |
| SmallCap Value Fund IIPrincipal Funds, Inc9.5K sh$794.5K | 0.06% |
| iShares Morningstar Small-Cap ETFiShares Trust2K sh$170.5K | 0.06% |
| Victory Extended Market Index FundVictory Portfolios III5.5K sh$461.7K | 0.06% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust17.8K sh$1.5M | 0.06% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds7.9K sh$662.3K | 0.05% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST12.8K sh$1.1M | 0.05% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC29.1K sh$2.4M | 0.04% |
| SMALL-CAP PROFUNDProFunds41 sh$3.4K | 0.04% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust9.2K sh$773.9K | 0.04% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.9K sh$163K | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC89.8K sh$7.5M | 0.02% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS273.5K sh$22.9M | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust94.5K sh$7.9M | 0.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS192.8K sh$16.2M | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.7K sh$395.3K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST193 sh$16.2K | 0.01% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.4K sh$115.3K | 0.01% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust26.4K sh$2.2M | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC68.9K sh$5.8M | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.3K sh$1.1M | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust4.8K sh$399.4K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust2.3K sh$190.3K | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust11.4K sh$955.5K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III274.4 sh$23K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds45K sh$3.8M | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust14.6K sh$1.2M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust26.2K sh$2.2M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST29.2K sh$2.5M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.1K sh$257.3K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS32.2K sh$2.7M | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds608 sh$51K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds350 sh$29.3K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds806 sh$67.6K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds390 sh$32.7K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust7 sh$586.8 | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds57 sh$4.8K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on INDB
Company overviewEverything on INDB in one place, with the price.SEC filingsWhat INDB's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat INDB's own officers and directors buy and sell.Who owns itEvery manager reporting a position in INDB.LobbyingWhat INDB spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on INDB's account, and who they worked for.Federal contractsWhat federal agencies pay INDB.