As of the latest SEC filings, FIRST MERCHANTS CORP (FRME) is held by 276 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $74,881,550.25 in market value, representing a significant portion of its portfolio.
Funds holding FIRST MERCHANTS CORP (FRME)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FRME
- CIK:
- 0000712534
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $74,881,550.25 | 1,933,425 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $59,678,902.08 | 1,540,896 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $53,758,130.79 | 1,388,023 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $34,245,066.00 | 884,200 | Mar 31, 2026 | May 28, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.34% | $33,988,970.76 | 840,479 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.17% | $32,395,715.64 | 801,081 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $26,595,891.00 | 686,700 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $25,009,632.72 | 618,438 | Apr 30, 2026 | Jun 26, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.20% | $20,173,604.94 | 520,878 | Mar 31, 2026 | May 21, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.16% | $19,700,905.29 | 508,673 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.46% | $16,907,426.58 | 436,546 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $16,528,353.72 | 408,713 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.10% | $15,843,178.80 | 391,770 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $14,025,319.92 | 346,818 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.18% | $13,475,659.44 | 333,226 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $12,758,056.80 | 326,460 | Feb 28, 2026 | Apr 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.31% | $12,527,721.99 | 323,463 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.08% | $12,075,524.60 | 308,995 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.06% | $11,809,819.68 | 302,196 | Feb 28, 2026 | Apr 24, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 0.92% | $11,748,822.96 | 303,352 | Mar 31, 2026 | May 29, 2026 |
|
ICSCX
William Blair Small Cap Value Fund
|
MF | Independent / Boutique | 1.22% | $11,462,840.64 | 295,968 | Mar 31, 2026 | May 28, 2026 |
|
MCVSX
Victory Integrity Small-Cap Value Fund
|
MF | Independent / Boutique | 1.10% | $11,318,687.58 | 292,246 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.29% | $11,267,797.20 | 278,630 | Apr 30, 2026 | Jun 24, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 1.12% | $11,044,083.12 | 273,098 | Apr 30, 2026 | Jun 4, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $11,026,855.68 | 272,672 | Apr 30, 2026 | Jun 24, 2026 |
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