As of the latest SEC filings, HORIZON BANCORP INC /IN/ (HBNC) is held by 191 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $26,440,483.88 in market value, representing a significant portion of its portfolio.
Funds holding HORIZON BANCORP INC /IN/ (HBNC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HBNC
- CIK:
- 0000706129
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $26,440,483.88 | 1,595,684 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $19,439,095.50 | 1,173,150 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.28% | $12,602,517.12 | 748,368 | Feb 27, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,462,779.03 | 571,079 | Mar 31, 2026 | May 28, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 1.06% | $9,265,806.30 | 511,923 | Apr 30, 2026 | Jun 25, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,990,342.40 | 496,704 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.23% | $8,683,177.10 | 524,030 | Mar 31, 2026 | May 28, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 1.19% | $8,371,097.72 | 505,196 | Mar 31, 2026 | May 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,001,090.12 | 422,516 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $6,547,005.30 | 361,713 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.26% | $6,269,706.89 | 378,377 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,341,382.40 | 295,104 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,543,280.44 | 269,791 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,199,458.16 | 249,374 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,158,233.84 | 246,926 | Feb 28, 2026 | Apr 24, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.27% | $3,092,376.25 | 186,625 | Mar 31, 2026 | May 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $3,045,487.90 | 168,259 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,014,319.70 | 166,537 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.37% | $2,820,026.40 | 167,460 | Feb 28, 2026 | Apr 28, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 1.19% | $2,685,997.00 | 162,100 | Mar 31, 2026 | May 28, 2026 |
|
VMNFX
VANGUARD MARKET NEUTRAL FUND
|
MF | Vanguard | 0.62% | $2,683,544.64 | 161,952 | Mar 31, 2026 | May 28, 2026 |
|
TQSAX
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund
|
MF | T. Rowe Price | 0.18% | $2,610,272.10 | 157,530 | Mar 31, 2026 | May 28, 2026 |
|
PRISX
T. Rowe Price Financial Services Fund, Inc.
|
MF | T. Rowe Price | 0.14% | $2,463,959.00 | 148,700 | Mar 31, 2026 | May 28, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.25% | $2,368,222.10 | 130,841 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $2,205,919.40 | 121,874 | Apr 30, 2026 | Jun 29, 2026 |
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