MRBK · Meridian Corp
Market Cap
$230.83M
Shares
11.93M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding MRBK
132 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 359,042 | $6,807,436 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | IWM | 296,080 | $5,930,482 | 0.01% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value ETF | AVUV | 204,318 | $3,673,638 | 0.01% | Long | 2026-05-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 162,208 | $3,249,026 | 0.00% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 112,035 | $2,124,184 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | IWN | 94,925 | $1,901,348 | 0.01% | Long | 2026-06-30 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 96,029 | $1,807,266 | 0.01% | Long | 2026-04-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 90,576 | $1,704,640 | 0.01% | Long | 2026-04-30 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 51,895 | $976,664 | 0.01% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 51,217 | $920,882 | 0.00% | Long | 2026-05-31 | |
| Omni Small-Cap Value Fund | BOSVX | 43,800 | $877,314 | 0.07% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 47,242 | $849,411 | 0.00% | Long | 2026-05-31 | |
| U.S. Targeted Value Portfolio | DFFVX | 44,049 | $829,002 | 0.01% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 43,681 | $785,384 | 0.00% | Long | 2026-05-31 | |
| Dimensional US Small Cap Value ETF | DFSV | 41,554 | $782,046 | 0.01% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 38,891 | $731,929 | 0.01% | Long | 2026-04-30 | |
| Dimensional U.S. Targeted Value ETF | DFAT | 36,966 | $695,700 | 0.01% | Long | 2026-04-30 | |
| iShares Micro-Cap ETF | IWC | 34,119 | $683,404 | 0.04% | Long | 2026-06-30 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 24,419 | $459,566 | 0.01% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 19,873 | $374,010 | 0.01% | Long | 2026-04-30 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 18,863 | $339,157 | 0.01% | Long | 2026-05-31 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 17,998 | $338,722 | 0.00% | Long | 2026-04-30 | |
| Multi-Manager Small Cap Equity Strategies Fund | CZMSX | 18,549 | $333,511 | 0.03% | Long | 2026-05-31 | |
| NORTH SQUARE DYNAMIC SMALL CAP FUND | — | 17,849 | $320,925 | 0.04% | Long | 2026-05-31 | |
| NVIT Multi-Manager Small Company Fund | — | 15,895 | $318,377 | 0.07% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 15,715 | $314,771 | 0.01% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 17,494 | $314,542 | 0.00% | Long | 2026-05-31 | |
| Ultra-Small Company Market Fund | BRSIX | 15,603 | $312,528 | 0.21% | Long | 2026-06-30 | |
| U.S. CORE EQUITY 2 PORTFOLIO | DFQTX | 15,480 | $291,334 | 0.00% | Long | 2026-04-30 | |
| NVIT Small Cap Value Fund | — | 14,529 | $291,016 | 0.13% | Long | 2026-06-30 | |
| Fidelity Small Cap Value Index Fund | FISVX | 13,728 | $274,972 | 0.01% | Long | 2026-06-30 | |
| PGIM Quant Solutions Small-Cap Value Fund | — | 14,000 | $263,480 | 0.06% | Long | 2026-04-30 | |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | GSSC | 14,012 | $251,936 | 0.03% | Long | 2026-05-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 12,442 | $249,213 | 0.01% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 13,817 | $248,430 | 0.00% | Long | 2026-05-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | DFEOX | 12,316 | $231,787 | 0.00% | Long | 2026-04-30 | |
| Nuveen Small Cap Blend Index Fund | — | 11,842 | $222,866 | 0.01% | Long | 2026-04-30 | |
| SMALL CAP EQUITY FUND | — | 10,600 | $212,318 | 0.02% | Long | 2026-06-30 | |
| SIIT SMALL CAP FUND | SLPAX | 11,600 | $208,568 | 0.11% | Long | 2026-05-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 10,290 | $195,098 | 0.00% | Long | 2026-03-31 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 10,132 | $190,684 | 0.01% | Long | 2026-04-30 | |
| SMALL COMPANY GROWTH PORTFOLIO | — | 8,984 | $170,337 | 0.01% | Long | 2026-03-31 | |
| LVIP State Street Small-Cap Index Fund | — | 5,800 | $116,174 | 0.01% | Long | 2026-06-30 | |
| VANGUARD BALANCED INDEX FUND | — | 5,475 | $103,806 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 5,764 | $103,637 | 0.01% | Long | 2026-05-31 | |
| Fidelity ZERO Total Market Index Fund | FZROX | 5,056 | $95,154 | 0.00% | Long | 2026-04-30 | |
| Small Cap Index Fund | NSIDX | 4,605 | $92,238 | 0.01% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value Fund | — | 4,960 | $89,181 | 0.01% | Long | 2026-05-31 | |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund | DGRS | 4,482 | $84,979 | 0.02% | Long | 2026-03-31 | |
| Clearwater Select Equity Fund | QWVOX | 4,230 | $84,727 | 0.02% | Long | 2026-06-30 |
Showing 1–50 of 132 positions