13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
MBIN

MERCHANTS BANCORP IND

184 institutions still hold MERCHANTS BANCORP IND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 58844R108·184 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$1.8B
58.0% inst. owned
of float
Holders
184
+66 QoQ
filers reporting
Activity
+89 / −66
+845 added · −724 reduced
this quarter
Concentration
64.78%
Elser Financial Planning, Inc #1
top holder share
AI Holders Summary · Q1 2026

184 institutions reported MBIN in Q1 2026. Elser Financial Planning, Inc leads at 64.8% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Elser Financial Planning, Inc
CIK 0002028202
$1.2B27.0M57.21%Q1 202602
BlackRock, Inc.
CIK 0002012383
$174M4.1M0.00%Q1 202603
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$75M1.8M0.02%Q1 202604
Doma Perpetual Capital Management LLC
CIK 0001962221
$48M1.1M12.85%Q1 202605
Delaware Management Holdings, Inc.
CIK 0000921739
$47M1.1M0.08%Q1 202606
STATE STREET CORP
CIK 0000093751
$45M1.0M0.00%Q1 202607
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$43M1.0M0.00%Q1 202608
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$32M743K0.02%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$31M725K0.00%Q1 202610
ROYCE & ASSOCIATES LP
CIK 0000906304
$24M567K0.24%Q1 202611
Vanguard Portfolio Management
CIK 0002100121
$20M465K0.00%Q1 202612
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$13M302K0.04%Q1 202613
MORGAN STANLEY
CIK 0000895421
$13M298K0.00%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$12M287K0.00%Q1 202615
BANC FUNDS CO LLC
CIK 0001029311
$12M281K2.25%Q1 202616
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
CIK 0001085393
$12M274K0.55%Q1 202617
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$11M248K0.00%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$10M236K0.00%Q1 202619
Valeo Financial Advisors, LLC
CIK 0001722641
$10M235K0.24%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$9M213K0.00%Q1 2026
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