FIRST MERCHANTS CORP

CIK 712534 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.6B
every reported holding for this filer and quarter, including ones with no disclosed value: 501
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 7
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
share class as filed: Cash Equivalents · position key `cusip:100001999` · issuer key `cusip6:100001`	TRIM	−$26.7M	−26,746,501	$208M	$181M	207,888,916	181,142,415
share class as filed: Mutual Funds · position key `cusip:922908710` · issuer key `iss:2483`	TRIM	−$7.0M	−1,279	$135M	$128M	213,704	212,425
share class as filed: Mutual Funds · position key `cusip:31420B862` · issuer key `cusip6:31420B`	ADD	+$6.5M	+711,809	$91.4M	$97.9M	8,944,134	9,655,943
share class as filed: Mutual Funds · position key `cusip:31428Q739` · issuer key `cusip6:31428Q`	ADD	+$3.4M	+496,251	$92.1M	$95.5M	9,612,830	10,109,081
share class as filed: Equities · position key `pos:10984` · issuer key `iss:2477`	ADD	+$5.5M	+74,086	$63.8M	$69.3M	809,313	883,399
share class as filed: Mutual Funds · position key `cusip:922908645` · issuer key `iss:2483`	TRIM	−$2.1M	−4,206	$65.1M	$62.9M	181,144	176,938
share class as filed: Equities · position key `pos:15142` · issuer key `iss:89`	TRIM	−$6.2M	−5,065	$58.6M	$52.4M	187,225	182,160
share class as filed: Mutual Funds · position key `cusip:808509376` · issuer key `cusip6:808509`	ADD	+$4.8M	+86,979	$46.8M	$51.6M	3,371,196	3,458,175
share class as filed: Equities · position key `pos:13215` · issuer key `iss:144`	TRIM	−$4.3M	−2,430	$55.3M	$51.0M	203,478	201,048
share class as filed: Equities · position key `pos:15863` · issuer key `iss:1123`	TRIM	−$8.1M	−313	$54.3M	$46.2M	50,505	50,192
share class as filed: Equities · position key `pos:12827` · issuer key `iss:323`	TRIM	−$9.1M	−11,632	$51.8M	$42.7M	149,583	137,951
share class as filed: Mutual Funds · position key `cusip:921921300` · issuer key `cusip6:921921`	ADD	+$1.3M	+11,075	$36.4M	$37.8M	392,205	403,280
share class as filed: Equities · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$13.6M	−4,573	$50.9M	$37.2M	105,166	100,593
share class as filed: Equities · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	+$1.2M	+4,750	$35.3M	$36.5M	56,278	61,028
share class as filed: Mutual Funds · position key `cusip:316071109` · issuer key `cusip6:316071`	ADD	−$1.7M	+12,521	$36.5M	$34.8M	1,501,603	1,514,124
share class as filed: Mutual Funds · position key `cusip:665162467` · issuer key `cusip6:665162`	ADD	+$1.9M	+195,147	$31.9M	$33.9M	3,089,024	3,284,171
share class as filed: Equities · position key `pos:14737` · issuer key `iss:1012`	TRIM	−$424K	−2,300	$32.0M	$31.5M	320,022	317,722
share class as filed: Mutual Funds · position key `cusip:921937702` · issuer key `iss:2477`	ADD	+$1.6M	+177,148	$29.3M	$30.9M	2,835,669	3,012,817
share class as filed: Equities · position key `pos:11514` · issuer key `iss:1012`	TRIM	−$3.9M	−4,238	$34.0M	$30.1M	170,058	165,820
share class as filed: Equities · position key `pos:15642` · issuer key `iss:1334`	ADD	−$1.7M	+1,835	$31.3M	$29.6M	167,772	169,607
share class as filed: Equities · position key `pos:13746` · issuer key `iss:1012`	TRIM	−$3.3M	−5,664	$32.2M	$28.9M	261,291	255,627
share class as filed: Equities · position key `pos:14175` · issuer key `iss:95`	ADD	−$1.9M	+5,102	$30.2M	$28.3M	130,926	136,028
share class as filed: Equities · position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `iss:2481`	ADD	−$2.0M	+286	$29.4M	$27.4M	38,968	39,254
share class as filed: Equities · position key `pos:14033` · issuer key `iss:1012`	TRIM	+$193K	−5,697	$26.2M	$26.4M	218,188	212,491
share class as filed: Mutual Funds · position key `cusip:47103C795` · issuer key `cusip6:47103C`	ADD	−$48.3K	+11,137	$25.9M	$25.9M	181,373	192,510
share class as filed: Mutual Funds · position key `cusip:00770X675` · issuer key `cusip6:00770X`	ADD	+$6.0M	+320,391	$19.2M	$25.2M	1,253,975	1,574,366
share class as filed: Equities · position key `pos:15235` · issuer key `iss:125`	TRIM	−$4.2M	−18,376	$28.2M	$24.0M	208,657	190,281
share class as filed: Mutual Funds · position key `cusip:922908686` · issuer key `iss:2483`	TRIM	−$867K	−9,911	$24.7M	$23.9M	200,162	190,251
share class as filed: Mutual Funds · position key `cusip:921910501` · issuer key `cusip6:921910`	ADD	+$1.4M	+23,153	$22.5M	$23.8M	197,168	220,321
share class as filed: Mutual Funds · position key `cusip:55273W475` · issuer key `cusip6:55273W`	ADD	+$2.2M	+61,115	$21.2M	$23.4M	679,285	740,400
share class as filed: Equities · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$2.7M	−1,576	$26.0M	$23.3M	80,663	79,087
share class as filed: Equities · position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `iss:2477`	ADD	+$295K	+6,490	$22.9M	$23.2M	293,723	300,213
share class as filed: Equities · position key `pos:10455` · issuer key `iss:1091`	TRIM	−$1.5M	−34,231	$23.6M	$22.2M	137,998	103,767
share class as filed: Equities · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$1.9M	−2,615	$19.7M	$21.6M	176,598	173,983
share class as filed: Equities · position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072`	ADD	+$3.0M	+13,310	$17.9M	$20.8M	175,077	188,387
share class as filed: Equities · position key `pos:13776` · issuer key `iss:744`	TRIM	+$297K	−9,581	$20.0M	$20.3M	534,739	525,158
share class as filed: Equities · position key `pos:12848` · issuer key `iss:1921`	TRIM	−$3.0M	−24	$21.6M	$18.6M	61,500	61,476
share class as filed: Mutual Funds · position key `cusip:922907878` · issuer key `cusip6:922907`	ADD	+$1.0M	+88,609	$17.4M	$18.5M	1,263,212	1,351,821
share class as filed: Equities · position key `pos:13906` · issuer key `iss:1012`	TRIM	−$111K	−147	$18.4M	$18.3M	86,806	86,659
share class as filed: Equities · position key `pos:15220` · issuer key `iss:1725`	TRIM	−$1.8M	−1,439	$19.8M	$18.0M	56,225	54,786
share class as filed: Mutual Funds · position key `cusip:61756E461` · issuer key `cusip6:61756E`	ADD	+$458K	+74,909	$17.2M	$17.7M	619,233	694,142
share class as filed: Equities · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$2.2M	+21,804	$14.8M	$17.0M	165,750	187,554
share class as filed: Equities · position key `pos:12030` · issuer key `iss:525`	TRIM	+$2.1M	−143	$14.5M	$16.7M	16,866	16,723
share class as filed: Mutual Funds · position key `cusip:921937603` · issuer key `iss:2477`	ADD	+$351K	+51,637	$16.1M	$16.5M	1,651,863	1,703,500
share class as filed: Equities · position key `pos:17899` · issuer key `iss:1745`	TRIM	+$160K	−3,023	$16.2M	$16.4M	105,475	102,452
share class as filed: Equities · position key `pos:13599` · issuer key `iss:1035`	ADD	+$2.5M	+272	$13.4M	$15.9M	64,837	65,109
share class as filed: Mutual Funds · position key `cusip:922908660` · issuer key `iss:2483`	TRIM	−$2.4M	−2,089	$18.1M	$15.7M	72,051	69,962
share class as filed: Mutual Funds · position key `cusip:461418444` · issuer key `cusip6:461418`	TRIM	−$505K	−12,500	$15.9M	$15.4M	638,538	626,038
share class as filed: Equities · position key `pos:16172` · issuer key `iss:1141`	TRIM	−$511K	−847	$15.3M	$14.8M	63,615	62,768
share class as filed: Mutual Funds · position key `cusip:256210105` · issuer key `cusip6:256210`	ADD	+$270K	+32,588	$14.3M	$14.6M	1,114,957	1,147,545
share class as filed: Mutual Funds · position key `cusip:46141P834` · issuer key `cusip6:46141P`	ADD	+$1.3M	+50,513	$12.7M	$14.0M	655,861	706,374
share class as filed: Equities · position key `pos:11267` · issuer key `iss:2257`	TRIM	+$124K	−1,452	$13.5M	$13.6M	43,263	41,811
share class as filed: Mutual Funds · position key `cusip:922031836` · issuer key `cusip6:922031`	ADD	+$112K	+22,879	$13.3M	$13.4M	1,259,603	1,282,482
share class as filed: Equities · position key `pos:11390` · issuer key `iss:720`	ADD	−$1.5M	+717	$14.2M	$12.7M	21,473	22,190
share class as filed: Equities · position key `pos:16414` · issuer key `iss:1012`	TRIM	−$190K	−2,091	$12.6M	$12.4M	95,428	93,337
share class as filed: Equities · position key `pos:17304` · issuer key `iss:994`	ADD	+$16.3K	+955	$12.2M	$12.2M	242,722	243,677
share class as filed: Equities · position key `pos:15499` · issuer key `iss:23`	TRIM	−$685K	−301	$12.9M	$12.2M	56,344	56,043
share class as filed: Equities · position key `pos:12699` · issuer key `iss:1012`	TRIM	+$119K	−3,435	$12.0M	$12.2M	124,272	120,837
share class as filed: Equities · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$763K	−262	$12.8M	$12.0M	18,752	18,490
share class as filed: Equities · position key `pos:13876` · issuer key `iss:917`	ADD	+$1.8M	+1,138	$9.9M	$11.7M	50,773	51,911
share class as filed: Equities · position key `pos:16131` · issuer key `iss:1632`	ADD	−$385K	+3,466	$12.0M	$11.6M	119,779	123,245
share class as filed: Equities · position key `pos:11610` · issuer key `iss:287`	ADD	−$1.1M	+93	$12.1M	$10.9M	11,280	11,373
share class as filed: Equities · position key `pos:14992` · issuer key `iss:1485`	ADD	+$714K	+4,404	$9.9M	$10.6M	69,180	73,584
share class as filed: Mutual Funds · position key `cusip:922908678` · issuer key `iss:2483`	TRIM	−$329K	−8,190	$10.9M	$10.6M	146,286	138,096
share class as filed: Equities · position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `iss:2406`	NEW	+$10.3M	+102,484	$0	$10.3M	—	102,484
share class as filed: Equities · position key `pos:12681` · issuer key `iss:2154`	ADD	+$2.0M	+1,233	$8.2M	$10.2M	19,328	20,561
share class as filed: Equities · position key `cusip:372005991` · issuer key `cusip6:372005`	TRIM	+$1.1M	−231	$9.1M	$10.2M	8,571	8,340
share class as filed: Equities · position key `pos:11403` · issuer key `iss:1342`	ADD	+$474K	+3,878	$9.6M	$10.1M	105,218	109,096
share class as filed: Equities · position key `pos:17758` · issuer key `iss:1605`	TRIM	+$177K	−53	$9.4M	$9.6M	15,567	15,514
share class as filed: Equities · position key `pos:14552` · issuer key `iss:711`	TRIM	+$2.7M	−46	$6.5M	$9.2M	54,333	54,287
share class as filed: Equities · position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `iss:2482`	ADD	+$1.0M	+9,600	$8.1M	$9.1M	87,500	97,100
share class as filed: Equities · position key `pos:13567` · issuer key `iss:121`	ADD	+$1.2M	+4,132	$7.9M	$9.1M	38,266	42,398
share class as filed: Equities · position key `pos:10892` · issuer key `iss:2454`	ADD	−$343K	+2,851	$9.4M	$9.0M	65,240	68,091
share class as filed: Mutual Funds · position key `cusip:922907886` · issuer key `cusip6:922907`	ADD	+$133K	+16,621	$8.9M	$9.0M	807,270	823,891
share class as filed: Equities · position key `pos:17429` · issuer key `iss:2052`	ADD	−$3.1M	+1	$11.9M	$8.8M	44,296	44,297
share class as filed: Equities · position key `pos:10718` · issuer key `iss:1311`	TRIM	+$1.1M	−493	$7.5M	$8.6M	93,580	93,087
share class as filed: Equities · position key `pos:18016` · issuer key `iss:1012`	TRIM	−$884K	−2,172	$9.4M	$8.5M	68,672	66,500
share class as filed: Equities · position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `iss:2454`	TRIM	−$2.1M	−10,635	$10.6M	$8.5M	68,416	57,781
share class as filed: Equities · position key `pos:12449` · issuer key `iss:621`	TRIM	+$2.2M	−1,095	$6.2M	$8.4M	59,062	57,967
share class as filed: Equities · position key `pos:15495` · issuer key `iss:1590`	ADD	−$317K	+3,053	$8.7M	$8.4M	16,614	19,667
share class as filed: Cash Equivalents · position key `cusip:38141W273` · issuer key `cusip6:38141W`	ADD	+$1.1M	+1,113,681	$7.1M	$8.2M	7,120,590	8,234,271
share class as filed: Equities · position key `pos:11239` · issuer key `iss:764`	ADD	+$565K	+4,233	$7.5M	$8.1M	95,039	99,272
share class as filed: Equities · position key `pos:16096` · issuer key `iss:1206`	ADD	+$526K	+1,284	$7.5M	$8.0M	24,611	25,895
share class as filed: Equities · position key `cusip:05523R107` · issuer key `cusip6:05523R`	ADD	+$1.7M	+854	$6.2M	$7.9M	67,568	68,422
share class as filed: Equities · position key `pos:10715` · issuer key `iss:916`	TRIM	−$594K	−661	$8.5M	$7.9M	24,786	24,125
share class as filed: Mutual Funds · position key `cusip:665130100` · issuer key `cusip6:665130`	TRIM	−$433K	−29,956	$8.2M	$7.8M	395,271	365,315
share class as filed: Equities · position key `pos:13833` · issuer key `iss:1435`	TRIM	+$318K	−1,839	$7.4M	$7.7M	51,297	49,458
share class as filed: Mutual Funds · position key `cusip:921946786` · issuer key `iss:2479`	TRIM	+$36.2K	−4,475	$7.3M	$7.4M	169,820	165,345
share class as filed: Equities · position key `pos:11393` · issuer key `iss:545`	TRIM	+$57.0K	−615	$7.2M	$7.2M	14,068	13,453
share class as filed: Equities · position key `pos:15626` · issuer key `iss:1529`	TRIM	−$18.6K	−2,026	$7.2M	$7.2M	39,184	37,158
share class as filed: Equities · position key `pos:13432` · issuer key `iss:411`	TRIM	+$1.0M	−556	$6.1M	$7.1M	10,575	10,019
share class as filed: Equities · position key `pos:11717` · issuer key `iss:440`	TRIM	+$1.6M	−1,817	$5.5M	$7.1M	36,009	34,192
share class as filed: Equities · position key `pos:13905` · issuer key `iss:1016`	ADD	+$1.3M	+15,225	$5.8M	$7.1M	86,136	101,361
share class as filed: Equities · position key `pos:16841` · issuer key `iss:1791`	TRIM	+$184K	−3,159	$6.7M	$6.9M	38,627	35,468
share class as filed: Equities · position key `pos:17467` · issuer key `iss:1751`	ADD	+$1.8M	+3,565	$5.0M	$6.8M	16,517	20,082
share class as filed: Equities · position key `pos:16063` · issuer key `iss:1012`	ADD	+$85.2K	+201	$6.6M	$6.7M	68,349	68,550
share class as filed: Equities · position key `pos:11205` · issuer key `iss:255`	TRIM	−$814K	−972	$7.5M	$6.7M	14,869	13,897
share class as filed: Mutual Funds · position key `cusip:779546308` · issuer key `cusip6:779546`	TRIM	−$149K	−1,157	$6.7M	$6.6M	82,230	81,073
share class as filed: Equities · position key `pos:15144` · issuer key `iss:556`	ADD	−$1.3M	+282	$7.8M	$6.5M	34,257	34,539
share class as filed: Equities · position key `pos:10714` · issuer key `iss:1633`	TRIM	+$578K	−3,419	$5.8M	$6.3M	210,080	206,661

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 89

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
share class as filed: Equities · position key `cusip:35351410X` · issuer key `cusip6:353514`	NO CHANGE	−$336K	$9.6M	$9.2M	100,000	100,000
share class as filed: Other Assets · position key `cusip:CDMASOLLC` · issuer key `cusip6:CDMASO`	NO CHANGE	$0	$4.6M	$4.6M	40	40
share class as filed: Other Assets · position key `cusip:0100QUICK` · issuer key `cusip6:0100QU`	NO CHANGE	$0	$3.1M	$3.1M	100	100
share class as filed: Equities · position key `pos:15198` · issuer key `iss:1445`	NO CHANGE	+$91.3K	$3.0M	$3.1M	18,473	18,473
share class as filed: Equities · position key `cusip:RECORD68A` · issuer key `cusip6:RECORD`	NO CHANGE	+$1.4M	$1.3M	$2.7M	1	1
share class as filed: Equities · position key `pos:17791` · issuer key `iss:1013`	NO CHANGE	−$16.1K	$2.6M	$2.6M	23,961	23,961
share class as filed: Equities · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$110K	$2.3M	$2.2M	3	3
share class as filed: Other Assets · position key `cusip:784222994` · issuer key `cusip6:784222`	NO CHANGE	$0	$2.0M	$2.0M	1,976,154	1,976,154
share class as filed: Equities · position key `pos:17859` · issuer key `iss:931`	NO CHANGE	−$163K	$1.7M	$1.5M	95,681	95,681
share class as filed: Mutual Funds · position key `cusip:19765N518` · issuer key `cusip6:19765N`	NO CHANGE	−$20.6K	$1.4M	$1.3M	146,895	146,895
share class as filed: Other Assets · position key `cusip:241001999` · issuer key `cusip6:241001`	NO CHANGE	$0	$1.2M	$1.2M	1	1
share class as filed: Other Assets · position key `cusip:784221996` · issuer key `cusip6:784221`	NO CHANGE	$0	$1.1M	$1.1M	1,148,000	1,148,000
share class as filed: Other Assets · position key `cusip:694120999` · issuer key `cusip6:694120`	NO CHANGE	$0	$1.1M	$1.1M	48	48
share class as filed: Other Assets · position key `cusip:694118993` · issuer key `cusip6:694118`	NO CHANGE	$0	$1.1M	$1.1M	48	48
share class as filed: Equities · position key `pos:18026` · issuer key `iss:1602`	NO CHANGE	+$22.4K	$862K	$884K	9,659	9,659
share class as filed: Equities · position key `sid:sec:prov:1aed9ca78d3df286f4f6c0e3c6564c86` · issuer key `cusip6:74347X`	NO CHANGE	−$221K	$1.1M	$834K	20,000	20,000
share class as filed: Equities · position key `pos:17475` · issuer key `iss:1633`	NO CHANGE	+$3.7K	$806K	$810K	30,432	30,432
share class as filed: Equities · position key `pos:17928` · issuer key `iss:1322`	NO CHANGE	+$113K	$576K	$689K	1,010	1,010
share class as filed: Equities · position key `pos:18266` · issuer key `iss:1094`	NO CHANGE	−$123K	$773K	$650K	4,700	4,700
share class as filed: Equities · position key `pos:18143` · issuer key `iss:982`	NO CHANGE	+$105K	$538K	$644K	14,584	14,584
share class as filed: Mutual Funds · position key `cusip:552981383` · issuer key `cusip6:552981`	NO CHANGE	−$12.1K	$648K	$636K	19,235	19,235
share class as filed: Equities · position key `pos:16058` · issuer key `iss:118`	NO CHANGE	−$46.0K	$659K	$613K	1,950	1,950
share class as filed: Mutual Funds · position key `cusip:314209701` · issuer key `cusip6:314209`	NO CHANGE	+$6.7K	$597K	$603K	17,237	17,237
share class as filed: Mutual Funds · position key `cusip:77956H757` · issuer key `cusip6:77956H`	NO CHANGE	−$2.5K	$574K	$572K	35,484	35,484
share class as filed: Equities · position key `cusip:169001997` · issuer key `cusip6:169001`	NO CHANGE	$0	$563K	$563K	900	900
share class as filed: Equities · position key `pos:15047` · issuer key `iss:135`	NO CHANGE	−$111K	$671K	$560K	1,914	1,914
share class as filed: Equities · position key `pos:15892` · issuer key `iss:7`	NO CHANGE	−$2.8K	$561K	$558K	5,083	5,083
share class as filed: Equities · position key `pos:10357` · issuer key `iss:1786`	NO CHANGE	−$116K	$670K	$554K	1,490	1,490
share class as filed: Mutual Funds · position key `cusip:552987554` · issuer key `cusip6:552987`	NO CHANGE	−$36.7K	$577K	$540K	20,273	20,273
share class as filed: Equities · position key `pos:15442` · issuer key `iss:356`	NO CHANGE	+$38.0K	$466K	$504K	1,706	1,706
share class as filed: Mutual Funds · position key `cusip:00143K251` · issuer key `cusip6:00143K`	NO CHANGE	+$76.4K	$422K	$499K	43,140	43,140
share class as filed: Other Assets · position key `cusip:JP55196IP` · issuer key `cusip6:JP5519`	NO CHANGE	$0	$493K	$493K	1	1
share class as filed: Equities · position key `pos:11938` · issuer key `iss:834`	NO CHANGE	−$18.6K	$496K	$477K	564	564
share class as filed: Fixed Income · position key `pos:4221` · issuer key `iss:965` PRN	NO CHANGE	−$8.9K	$471K	$462K	450,000	450,000
share class as filed: Equities · position key `pos:15318` · issuer key `iss:392`	NO CHANGE	+$12.4K	$438K	$451K	2,132	2,132
share class as filed: Equities · position key `pos:11237` · issuer key `iss:1601`	NO CHANGE	+$35.0K	$409K	$444K	1,031	1,031
share class as filed: Equities · position key `pos:14787` · issuer key `iss:1180`	NO CHANGE	+$139K	$277K	$416K	1,703	1,703
share class as filed: Equities · position key `cusip:ROGERSCSS` · issuer key `cusip6:ROGERS`	NO CHANGE	$0	$401K	$401K	1,743	1,743
share class as filed: Mutual Funds · position key `cusip:04314H618` · issuer key `cusip6:04314H`	NO CHANGE	−$78.0K	$451K	$373K	19,446	19,446
share class as filed: Equities · position key `pos:16086` · issuer key `iss:1012`	NO CHANGE	−$35.7K	$408K	$372K	3,165	3,165
share class as filed: Equities · position key `pos:12525` · issuer key `iss:1319`	NO CHANGE	−$2.2K	$373K	$371K	1,293	1,293
share class as filed: Mutual Funds · position key `pos:14664` · issuer key `iss:709`	NO CHANGE	+$2.6K	$367K	$370K	2,818	2,818
share class as filed: Equities · position key `pos:18057` · issuer key `iss:231`	NO CHANGE	+$15.1K	$353K	$368K	2,716	2,716
share class as filed: Equities · position key `pos:11431` · issuer key `iss:2482`	NO CHANGE	−$4.4K	$366K	$362K	4,375	4,375
share class as filed: Other Assets · position key `pos:13340` · issuer key `iss:666`	NO CHANGE	+$51.6K	$286K	$338K	8,924	8,924
share class as filed: Equities · position key `pos:15125` · issuer key `iss:1798`	NO CHANGE	−$57.0K	$375K	$319K	648	648
share class as filed: Equities · position key `cusip:COMMFINPP` · issuer key `cusip6:COMMFI`	NO CHANGE	$0	$316K	$316K	2,000	2,000
share class as filed: Equities · position key `pos:15663` · issuer key `iss:1715`	NO CHANGE	+$17.7K	$284K	$302K	1,675	1,675
share class as filed: Equities · position key `pos:13287` · issuer key `iss:1548`	NO CHANGE	+$9.6K	$287K	$296K	1,353	1,353
share class as filed: Equities · position key `pos:17056` · issuer key `iss:1012`	NO CHANGE	−$22.8K	$314K	$291K	915	915
share class as filed: Other Assets · position key `cusip:871106993` · issuer key `cusip6:871106`	NO CHANGE	$0	$283K	$283K	2	2
share class as filed: Other Assets · position key `cusip:LRYAN26PN` · issuer key `cusip6:LRYAN2`	NO CHANGE	+$11.3K	$269K	$281K	310,880	310,880
share class as filed: Mutual Funds · position key `cusip:19766M709` · issuer key `cusip6:19766M`	NO CHANGE	−$15.9K	$283K	$268K	7,094	7,094
share class as filed: Mutual Funds · position key `cusip:466001872` · issuer key `cusip6:466001`	NO CHANGE	−$5.7K	$273K	$267K	12,152	12,152
share class as filed: Equities · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$14.0K	$276K	$262K	877	877
share class as filed: Equities · position key `pos:15592` · issuer key `iss:954`	NO CHANGE	+$14.0K	$246K	$260K	1,000	1,000
share class as filed: Equities · position key `pos:16180` · issuer key `iss:1012`	NO CHANGE	−$14.4K	$271K	$257K	4,169	4,169
share class as filed: Mutual Funds · position key `cusip:921910105` · issuer key `cusip6:921910`	NO CHANGE	−$34.2K	$290K	$255K	3,845	3,845
share class as filed: Equities · position key `pos:16411` · issuer key `iss:865`	NO CHANGE	+$3.3K	$245K	$248K	525	525
share class as filed: Equities · position key `pos:11901` · issuer key `iss:1012`	NO CHANGE	+$16.8K	$230K	$247K	1,632	1,632
share class as filed: Equities · position key `pos:13049` · issuer key `iss:926`	NO CHANGE	+$23.3K	$222K	$245K	500	500
share class as filed: Mutual Funds · position key `cusip:77957Q301` · issuer key `cusip6:77957Q`	NO CHANGE	+$8.4K	$221K	$229K	4,325	4,325
share class as filed: Equities · position key `sid:sec:prov:ba5f5f530a7bb688bb2b99d33529d6e8` · issuer key `cusip6:320557`	NO CHANGE	−$5.5K	$233K	$228K	11,172	11,172
share class as filed: Equities · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$6.4K	$226K	$220K	700	700
share class as filed: Equities · position key `pos:13354` · issuer key `iss:367`	NO CHANGE	−$21.9K	$231K	$209K	2,909	2,909
share class as filed: Mutual Funds · position key `cusip:316412204` · issuer key `cusip6:316412`	NO CHANGE	−$2.2K	$209K	$207K	17,917	17,917
share class as filed: Equities · position key `pos:14497` · issuer key `iss:197`	NO CHANGE	−$823	$203K	$203K	60	60
share class as filed: Mutual Funds · position key `cusip:922031794` · issuer key `cusip6:922031`	NO CHANGE	−$628	$198K	$198K	20,924	20,924
share class as filed: Equities · position key `sid:sec:prov:c5c19451a690f2077a1295f775de7f4c` · issuer key `cusip6:67071L`	NO CHANGE	−$4.3K	$163K	$159K	12,880	12,880
share class as filed: Mutual Funds · position key `cusip:72201F490` · issuer key `cusip6:72201F`	NO CHANGE	−$3.1K	$162K	$158K	14,698	14,698
share class as filed: Mutual Funds · position key `cusip:19766J219` · issuer key `cusip6:19766J`	NO CHANGE	−$149	$150K	$150K	14,972	14,972
share class as filed: Cash Equivalents · position key `cusip:608919718` · issuer key `cusip6:608919`	NO CHANGE	$0	$100K	$100K	100,000	100,000
share class as filed: Fixed Income · position key `cusip:61768E6B4` · issuer key `cusip6:61768E` PRN	NO CHANGE	−$677	$76.5K	$75.8K	75,000	75,000
share class as filed: Mutual Funds · position key `cusip:314172644` · issuer key `cusip6:314172`	NO CHANGE	−$4.7K	$60.9K	$56.3K	10,902	10,902
share class as filed: Other Assets · position key `cusip:PERSMSAFE` · issuer key `cusip6:PERSMS`	NO CHANGE	$0	$50.0K	$50.0K	29,664	29,664
share class as filed: Other Assets · position key `cusip:3543986CL` · issuer key `cusip6:354398`	NO CHANGE	$0	$5	$5	6,000,000	6,000,000
share class as filed: Other Assets · position key `cusip:5471834LC` · issuer key `cusip6:547183`	NO CHANGE	$0	$2	$2	405,000	405,000
share class as filed: Other Assets · position key `cusip:036000990` · issuer key `cusip6:036000`	NO CHANGE	$0	$1	$1	1,000,000	1,000,000
share class as filed: Other Assets · position key `cusip:103005997` · issuer key `cusip6:103005`	NO CHANGE	$0	$1	$1	100,000	100,000
share class as filed: Other Assets · position key `cusip:3243385LC` · issuer key `cusip6:324338`	NO CHANGE	$0	$1	$1	3,750,000	3,750,000
share class as filed: Other Assets · position key `cusip:5306272LN` · issuer key `cusip6:530627`	NO CHANGE	$0	$1	$1	800,000	800,000
share class as filed: Other Assets · position key `cusip:545003998` · issuer key `cusip6:545003`	NO CHANGE	$0	$1	$1	350,810	350,810
share class as filed: Other Assets · position key `cusip:5463327LN` · issuer key `cusip6:546332`	NO CHANGE	$0	$1	$1	39,254	39,254
share class as filed: Other Assets · position key `cusip:5478936LC` · issuer key `cusip6:547893`	NO CHANGE	$0	$1	$1	500,000	500,000
share class as filed: Other Assets · position key `cusip:5486823LC` · issuer key `cusip6:548682`	NO CHANGE	$0	$1	$1	600,000	600,000
share class as filed: Other Assets · position key `cusip:ASBEITLOC` · issuer key `cusip6:ASBEIT`	NO CHANGE	$0	$1	$1	1,000,000	1,000,000
share class as filed: Other Assets · position key `cusip:LOC5299MC` · issuer key `cusip6:LOC529`	NO CHANGE	$0	$1	$1	395,000	395,000
share class as filed: Other Assets · position key `cusip:3461939LN` · issuer key `cusip6:346193`	NO CHANGE	$0	$0	$0	50,000	50,000
share class as filed: Other Assets · position key `cusip:5814715LC` · issuer key `cusip6:581471`	NO CHANGE	$0	$0	$0	500,000	500,000

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

271 issuers · 501 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

VANGUARD 500 INDEX A

15 positions · 20 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD 500 INDEX A, as it reported them
VANGUARD 500 INDEX A · Mutual Funds CUSIP 922908710 src ↗	$126M	209,529
VANGUARD MID-CAP AD · Mutual Funds CUSIP 922908645 src ↗	$61.9M	173,956
VANGUARD S&P 500 ETF · Equities CUSIP 922908363 src ↗	$35.8M	59,928
VANGUARD SMALLCAP AD · Mutual Funds CUSIP 922908686 src ↗	$23.3M	185,791
VANGUARD GRW IND ADM · Mutual Funds CUSIP 922908660 src ↗	$15.3M	68,196
VANGUARD VALUE · Mutual Funds CUSIP 922908678 src ↗	$10.6M	138,096
VAN MID-CAP ETF · Equities CUSIP — src ↗	$5.4M	18,965
VAN SMALL-CAP ETF · Equities CUSIP — src ↗	$4.7M	17,779
VANGUARD L/C INDEX ADM · Mutual Funds CUSIP 922908579 src ↗	$2.8M	18,829
VANGUARD 500 INDEX A · Mutual Funds CUSIP 922908710 src ↗	$1.7M	2,896
VANGUARD IND EXT ADM · Mutual Funds CUSIP 922908694 src ↗	$1.2M	7,925
VANGUARD REIT IN ETF · Mutual Funds CUSIP 922908553 src ↗	$1.1M	12,200
VANGUARD MID-CAP AD · Mutual Funds CUSIP 922908645 src ↗	$1.1M	2,982
VANGUARD S&P 500 ETF · Equities CUSIP 922908363 src ↗	$657K	1,100
VANGUARD TOTAL STOCK · Mutual Funds CUSIP 922908728 src ↗	$632K	4,043
VANGUARD SMALLCAP AD · Mutual Funds CUSIP 922908686 src ↗	$559K	4,460
VAN EXT MKT · Equities CUSIP — src ↗	$508K	2,469
VANGUARD GRW IND ADM · Mutual Funds CUSIP 922908660 src ↗	$397K	1,766
VG TOT STK MTK IDX · Equities CUSIP — src ↗	$397K	1,237
VANGUARD LARGE CAP · Equities CUSIP — src ↗	$262K	877

$295M

933,024

11.2%

AGGREGATE BOND ISHR

24 positions · 40 reported rows

Rows FIRST MERCHANTS CORP reported for AGGREGATE BOND ISHR, as it reported them
AGGREGATE BOND ISHR · Equities CUSIP — src ↗	$30.8M	310,636
TECH ISHARES ETF · Equities CUSIP — src ↗	$28.9M	159,353
S&P 500 GR ISHR · Equities CUSIP — src ↗	$27.4M	242,661
S&P S/C 600 CR ISHR · Equities CUSIP — src ↗	$25.6M	205,902
S&P 500 VAL ISHR · Equities CUSIP — src ↗	$17.6M	83,239
S&P M/C 400 VAL ISHR · Equities CUSIP — src ↗	$12.1M	91,640
S&P M/C 400 GR ISHR · Equities CUSIP — src ↗	$11.9M	118,389
RUSSEL MC GR IN ISH · Equities CUSIP — src ↗	$8.2M	64,133
RUSSELL MC IND ISH · Equities CUSIP — src ↗	$6.7M	68,550
RUSSELL MC VI IN ISH · Equities CUSIP — src ↗	$5.1M	34,690
S&P M/C 400 ISHR · Equities CUSIP — src ↗	$4.9M	72,322
RUSSELL 2000 ISHR · Equities CUSIP — src ↗	$3.7M	15,106
S&P 500 INDEX · Equities CUSIP — src ↗	$2.2M	3,302
MSCI EMG MKT IND ISH · Equities CUSIP — src ↗	$1.9M	34,002
S&P S/C 600 VAL ISHR · Equities CUSIP — src ↗	$1.9M	16,194
S&P S/C 600 GR ISHR · Equities CUSIP — src ↗	$1.8M	12,233
S&P 500 GR ISHR · Equities CUSIP — src ↗	$1.5M	12,966
TECH ISHARES ETF · Equities CUSIP — src ↗	$1.2M	6,467
MSCI EAFE ISHR · Equities CUSIP — src ↗	$1.1M	11,198
S&P S/C 600 CR ISHR · Equities CUSIP — src ↗	$819K	6,589
S&P 500 VAL ISHR · Equities CUSIP — src ↗	$722K	3,420
AGGREGATE BOND ISHR · Equities CUSIP — src ↗	$703K	7,086
RUSSELL 1000 GR ISHR · Equities CUSIP — src ↗	$572K	1,342
S&P M/C 400 ISHR · Equities CUSIP — src ↗	$377K	5,590
BIOTECH INDEX ISHR · Equities CUSIP — src ↗	$310K	1,837
RUSSEL MC GR IN ISH · Equities CUSIP — src ↗	$303K	2,367
S&P 100 ISHR · Equities CUSIP — src ↗	$291K	915
MSCI EAFE ISHR · Equities CUSIP — src ↗	$257K	2,643
DJ SEL DVD ISH · Equities CUSIP — src ↗	$247K	1,632
S&P M/C 400 GR ISHR · Equities CUSIP — src ↗	$246K	2,448
ISHARES TR · Equities CUSIP — src ↗	$236K	3,835
S&P M/C 400 VAL ISHR · Equities CUSIP — src ↗	$225K	1,697
RUSSEL 2000 GWTH · Equities CUSIP — src ↗	$220K	700
ISHARES TR · Equities CUSIP — src ↗	$219K	1,865
ISHARES TR · Equities CUSIP — src ↗	$153K	1,300
MSCI EMG MKT IND ISH · Equities CUSIP — src ↗	$128K	2,255
S&P S/C 600 VAL ISHR · Equities CUSIP — src ↗	$112K	944
RUSSELL MC VI IN ISH · Equities CUSIP — src ↗	$80.4K	552
S&P S/C 600 GR ISHR · Equities CUSIP — src ↗	$69.5K	480
ISHARES TR · Equities CUSIP — src ↗	$20.6K	334

$201M

1,612,814

7.6%

FMPW INST MONEY

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FMPW INST MONEY, as it reported them
FMPW INST MONEY · Cash Equivalents CUSIP 100001999 src ↗	$180M	179,843,607
FMPW INST MONEY · Cash Equivalents CUSIP 100001999 src ↗	$1.3M	1,298,808

$181M

181,142,415

6.9%

VANGUARD SHORT TERM

7 positions · 10 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD SHORT TERM, as it reported them
VANGUARD SHORT TERM · Equities CUSIP — src ↗	$67.5M	860,737
VANGUARD SHORT TERM · Mutual Funds CUSIP 921937702 src ↗	$30.9M	3,012,817
VAN INTER-TERM · Equities CUSIP 921937819 src ↗	$22.5M	291,520
VANGUARD TOTAL BOND · Mutual Funds CUSIP 921937603 src ↗	$16.5M	1,703,500
VANGUARD SHORT TERM · Equities CUSIP — src ↗	$1.8M	22,662
VANGUARD INT-TERM · Mutual Funds CUSIP 921937801 src ↗	$1.7M	167,193
VANGUARD SM CAP VAL · Mutual Funds CUSIP 921937686 src ↗	$1.7M	18,053
VANGUARD SM CP GRWTH · Mutual Funds CUSIP 921937710 src ↗	$759K	7,143
VAN INTER-TERM · Equities CUSIP 921937819 src ↗	$671K	8,693
VANGUARD SM CAP VAL · Mutual Funds CUSIP 921937686 src ↗	$52.1K	559

$144M

6,092,877

5.5%

FED SH INTRM TTL BD

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FED SH INTRM TTL BD, as it reported them
FED SH INTRM TTL BD · Mutual Funds CUSIP 31420B862 src ↗	$95.9M	9,459,818
FED SH INTRM TTL BD · Mutual Funds CUSIP 31420B862 src ↗	$2.0M	196,125

$97.9M

9,655,943

3.7%

FED TTL RET BD CL R6

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FED TTL RET BD CL R6, as it reported them
FED TTL RET BD CL R6 · Mutual Funds CUSIP 31428Q739 src ↗	$94.0M	9,950,783
FED TTL RET BD CL R6 · Mutual Funds CUSIP 31428Q739 src ↗	$1.5M	158,298

$95.5M

10,109,081

3.6%

TECHNOLOGY SEL ISH

11 positions · 21 reported rows

Rows FIRST MERCHANTS CORP reported for TECHNOLOGY SEL ISH, as it reported them
TECHNOLOGY SEL ISH · Equities CUSIP — src ↗	$9.0M	68,019
HEALTHCARE SPDR · Equities CUSIP 81369Y209 src ↗	$8.2M	56,073
CONSUMER DISC SPDR · Equities CUSIP 81369Y407 src ↗	$5.9M	54,194
CONSUMER STAPLE SPDR · Equities CUSIP — src ↗	$5.7M	69,597
FINANCIAL SPDR · Equities CUSIP 81369Y605 src ↗	$5.5M	112,358
COMM SERVICES · Equities CUSIP 81369Y852 src ↗	$4.9M	43,754
MATERIALS SPDR · Equities CUSIP 81369Y100 src ↗	$4.8M	95,618
REAL ESTATE SEL SEC · Equities CUSIP 81369Y860 src ↗	$4.8M	116,790
ENERGY SPDR · Equities CUSIP 81369Y506 src ↗	$3.9M	63,021
INDUSTRIAL SPDR · Equities CUSIP 81369Y704 src ↗	$3.9M	23,810
UTILITIES SPDR · Equities CUSIP — src ↗	$2.6M	56,301
CONSUMER STAPLE SPDR · Equities CUSIP — src ↗	$257K	3,137
HEALTHCARE SPDR · Equities CUSIP 81369Y209 src ↗	$250K	1,708
ENERGY SPDR · Equities CUSIP 81369Y506 src ↗	$169K	2,760
CONSUMER DISC SPDR · Equities CUSIP 81369Y407 src ↗	$124K	1,134
UTILITIES SPDR · Equities CUSIP — src ↗	$73.4K	1,600
MATERIALS SPDR · Equities CUSIP 81369Y100 src ↗	$72.1K	1,442
COMM SERVICES · Equities CUSIP 81369Y852 src ↗	$40.0K	361
REAL ESTATE SEL SEC · Equities CUSIP 81369Y860 src ↗	$37.0K	905
FINANCIAL SPDR · Equities CUSIP 81369Y605 src ↗	$33.9K	686
TECHNOLOGY SEL ISH · Equities CUSIP — src ↗	$9.6K	72

$60.2M

773,340

2.3%

ALPHABET CL A

2 positions · 4 reported rows

Rows FIRST MERCHANTS CORP reported for ALPHABET CL A, as it reported them
ALPHABET CL A · Equities CUSIP — src ↗	$51.9M	180,558
ALPHABET INC CL C · Equities CUSIP — src ↗	$2.5M	8,861
ALPHABET CL A · Equities CUSIP — src ↗	$461K	1,602
ALPHABET INC CL C · Equities CUSIP — src ↗	$86.1K	300

$55.0M

191,321

2.1%

SCHWAB FDMTL INTL LC

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for SCHWAB FDMTL INTL LC, as it reported them
SCHWAB FDMTL INTL LC · Mutual Funds CUSIP 808509376 src ↗	$51.2M	3,430,385
SCHWAB FUNDAMENTAL · Mutual Funds CUSIP 808509442 src ↗	$811K	24,610
SCHWAB FDMTL INTL LC · Mutual Funds CUSIP 808509376 src ↗	$415K	27,790

$52.4M

3,482,785

2.0%

APPLE INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for APPLE INC, as it reported them
APPLE INC · Equities CUSIP — src ↗	$50.1M	197,373
APPLE INC · Equities CUSIP — src ↗	$933K	3,675

$51.0M

201,048

1.9%

LILLY ELI & CO, COM

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for LILLY ELI & CO, COM, as it reported them
LILLY ELI & CO, COM · Equities CUSIP — src ↗	$23.6M	25,606
LILLY ELI & CO, COM · Equities CUSIP — src ↗	$22.6M	24,586

$46.2M

50,192

1.8%

BROADCOM INC NPV

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for BROADCOM INC NPV, as it reported them
BROADCOM INC NPV · Equities CUSIP — src ↗	$42.3M	136,547
BROADCOM INC NPV · Equities CUSIP — src ↗	$435K	1,404

$42.7M

137,951

1.6%

VG INFO TECH ETF

10 positions · 11 reported rows

Rows FIRST MERCHANTS CORP reported for VG INFO TECH ETF, as it reported them
VG INFO TECH ETF · Equities CUSIP 92204A702 src ↗	$27.3M	39,160
VANGUARD INFOTEC IDX · Mutual Funds CUSIP 92204A793 src ↗	$5.5M	15,317
VANGD CONS DISC IDX · Mutual Funds CUSIP 92204A868 src ↗	$1.9M	10,085
VANGUARD COMM SERVS · Mutual Funds CUSIP 92204A777 src ↗	$1.7M	18,676
VANGUARD FINL IDX · Mutual Funds CUSIP 92204A835 src ↗	$1.5M	24,944
VANGUARD HLTHCR IDX · Mutual Funds CUSIP 92204A827 src ↗	$1.3M	9,792
VANGUARD INDUSTRIALS · Mutual Funds CUSIP 92204A819 src ↗	$892K	5,560
VANG CONS STAP IDX · Mutual Funds CUSIP 92204A850 src ↗	$675K	6,100
VANGUARD ENRGY IDX · Mutual Funds CUSIP 92204A843 src ↗	$491K	5,678
VANGUARD UTIL IDX · Mutual Funds CUSIP 92204A769 src ↗	$294K	2,961
VG INFO TECH ETF · Equities CUSIP 92204A702 src ↗	$65.6K	94

$41.6M

138,367

1.6%

VANGUARD EQUITY

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD EQUITY, as it reported them
VANGUARD EQUITY · Mutual Funds CUSIP 921921300 src ↗	$36.6M	390,620
VANGUARD EQUITY · Mutual Funds CUSIP 921921300 src ↗	$1.2M	12,660

$37.8M

403,280

1.4%

MICROSOFT CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · Equities CUSIP — src ↗	$36.7M	99,060
MICROSOFT CORP · Equities CUSIP — src ↗	$567K	1,533

$37.2M

100,593

1.4%

FIDELITY CONTRAFUND

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FIDELITY CONTRAFUND, as it reported them
FIDELITY CONTRAFUND · Mutual Funds CUSIP 316071109 src ↗	$34.2M	1,490,970
FIDELITY CONTRAFUND · Mutual Funds CUSIP 316071109 src ↗	$532K	23,154

$34.8M

1,514,124

1.3%

NORTH ULT-SH FIX INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for NORTH ULT-SH FIX INC, as it reported them
NORTH ULT-SH FIX INC · Mutual Funds CUSIP 665162467 src ↗	$33.3M	3,227,272
NORTH ULT-SH FIX INC · Mutual Funds CUSIP 665162467 src ↗	$587K	56,899

$33.9M

3,284,171

1.3%

VANGUARD TAX EXEMPT

4 positions · 6 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD TAX EXEMPT, as it reported them
VANGUARD TAX EXEMPT · Mutual Funds CUSIP 922907878 src ↗	$18.0M	1,315,289
VANGUARD LIMITED TAX · Mutual Funds CUSIP 922907886 src ↗	$8.3M	759,819
VANGUARD SH TX ADM · Mutual Funds CUSIP 922907803 src ↗	$3.7M	233,385
VG TAX-EXEMPT BND · Equities CUSIP 922907746 src ↗	$823K	16,500
VANGUARD LIMITED TAX · Mutual Funds CUSIP 922907886 src ↗	$701K	64,072
VANGUARD TAX EXEMPT · Mutual Funds CUSIP 922907878 src ↗	$499K	36,532

$32.0M

2,425,597

1.2%

NVIDIA CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for NVIDIA CORP, as it reported them
NVIDIA CORP · Equities CUSIP — src ↗	$29.5M	169,062
NVIDIA CORP · Equities CUSIP — src ↗	$95.0K	545

$29.6M

169,607

1.1%

AMAZON

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for AMAZON, as it reported them
AMAZON · Equities CUSIP — src ↗	$28.2M	135,629
AMAZON · Equities CUSIP — src ↗	$83.1K	399

$28.3M

136,028

1.1%

JANUS ENTERPRISE

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for JANUS ENTERPRISE, as it reported them
JANUS ENTERPRISE · Mutual Funds CUSIP 47103C795 src ↗	$25.5M	189,870
JANUS ENTERPRISE · Mutual Funds CUSIP 47103C795 src ↗	$354K	2,640

$25.9M

192,510

1.0%

PZENA EMERGING MKT

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for PZENA EMERGING MKT, as it reported them
PZENA EMERGING MKT · Mutual Funds CUSIP 00770X675 src ↗	$25.0M	1,561,241
PZENA EMERGING MKT · Mutual Funds CUSIP 00770X675 src ↗	$210K	13,125

$25.2M

1,574,366

1.0%

VANGUARD INTL GR ADM

3 positions · 4 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD INTL GR ADM, as it reported them
VANGUARD INTL GR ADM · Mutual Funds CUSIP 921910501 src ↗	$23.4M	216,770
VANGRD FTSE SOC IDX · Mutual Funds CUSIP 921910717 src ↗	$815K	13,478
VANGUARD INTL GR ADM · Mutual Funds CUSIP 921910501 src ↗	$384K	3,551
VANGUARD US GWTH INV · Mutual Funds CUSIP 921910105 src ↗	$255K	3,845

$24.9M

237,644

0.9%

AMPHENOL CORPORATION

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for AMPHENOL CORPORATION, as it reported them
AMPHENOL CORPORATION · Equities CUSIP — src ↗	$23.9M	188,984
AMPHENOL CORPORATION · Equities CUSIP — src ↗	$164K	1,297

$24.0M

190,281

0.9%

MFS MIDCAP VALUE R6

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for MFS MIDCAP VALUE R6, as it reported them
MFS MIDCAP VALUE R6 · Mutual Funds CUSIP 55273W475 src ↗	$23.1M	730,967
MFS MIDCAP VALUE R6 · Mutual Funds CUSIP 55273W475 src ↗	$298K	9,433

$23.4M

740,400

0.9%

J P MORGAN CHASE

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for J P MORGAN CHASE, as it reported them
J P MORGAN CHASE · Equities CUSIP — src ↗	$23.1M	78,587
J P MORGAN CHASE · Equities CUSIP — src ↗	$147K	500

$23.3M

79,087

0.9%

LAM RESEARCH

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for LAM RESEARCH, as it reported them
LAM RESEARCH · Equities CUSIP — src ↗	$21.9M	102,501
LAM RESEARCH · Equities CUSIP — src ↗	$270K	1,266

$22.2M

103,767

0.8%

VANGUARD S/T INV GR

5 positions · 7 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD S/T INV GR, as it reported them
VANGUARD S/T INV GR · Mutual Funds CUSIP 922031836 src ↗	$13.2M	1,263,741
VANGUARD INTERMED · Mutual Funds CUSIP 922031810 src ↗	$5.7M	646,562
VANGUARD S/T FED A · Mutual Funds CUSIP 922031844 src ↗	$2.3M	223,075
VANGUARD GNMA ADM · Mutual Funds CUSIP 922031794 src ↗	$198K	20,924
VANGUARD S/T INV GR · Mutual Funds CUSIP 922031836 src ↗	$195K	18,741
VANGUARD HIGH YLD BD · Mutual Funds CUSIP 922031208 src ↗	$150K	27,539
VANGUARD INTERMED · Mutual Funds CUSIP 922031810 src ↗	$20.8K	2,367

$21.7M

2,202,949

0.8%

WAL MART STORES INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for WAL MART STORES INC, as it reported them
WAL MART STORES INC · Equities CUSIP — src ↗	$21.5M	172,846
WAL MART STORES INC · Equities CUSIP — src ↗	$141K	1,137

$21.6M

173,983

0.8%

AVANTIS US SMALL CAP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for AVANTIS US SMALL CAP, as it reported them
AVANTIS US SMALL CAP · Equities CUSIP 025072877 src ↗	$20.7M	187,716
AVANTIS US SMALL CAP · Equities CUSIP 025072877 src ↗	$74.1K	671

$20.8M

188,387

0.8%

FIRST MERCHANTS CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FIRST MERCHANTS CORP, as it reported them
FIRST MERCHANTS CORP · Equities CUSIP — src ↗	$20.2M	520,558
FIRST MERCHANTS CORP · Equities CUSIP — src ↗	$178K	4,600

$20.3M

525,158

0.8%

VISA

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for VISA, as it reported them
VISA · Equities CUSIP — src ↗	$18.4M	61,013
VISA · Equities CUSIP — src ↗	$140K	463

$18.6M

61,476

0.7%

STRYKER CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for STRYKER CORP, as it reported them
STRYKER CORP · Equities CUSIP — src ↗	$17.9M	54,405
STRYKER CORP · Equities CUSIP — src ↗	$125K	381

$18.0M

54,786

0.7%

MORGAN STANLEY INTL

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for MORGAN STANLEY INTL, as it reported them
MORGAN STANLEY INTL · Mutual Funds CUSIP 61756E461 src ↗	$17.4M	681,811
MORGAN STANLEY INTL · Mutual Funds CUSIP 61756E461 src ↗	$314K	12,331

$17.7M

694,142

0.7%

ISHARES TR CORE MSCI

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for ISHARES TR CORE MSCI, as it reported them
ISHARES TR CORE MSCI · Equities CUSIP 46432F842 src ↗	$16.4M	181,178
ISHARES TR CORE MSCI · Equities CUSIP 46432F842 src ↗	$577K	6,376
ISHARES MSCI US MTUM · Equities CUSIP 46432F396 src ↗	$419K	1,745

$17.4M

189,299

0.7%

COSTCO WHOLESALE

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for COSTCO WHOLESALE, as it reported them
COSTCO WHOLESALE · Equities CUSIP — src ↗	$16.5M	16,543
COSTCO WHOLESALE · Equities CUSIP — src ↗	$179K	180

$16.7M

16,723

0.6%

TJX COS INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for TJX COS INC, as it reported them
TJX COS INC · Equities CUSIP — src ↗	$16.2M	101,235
TJX COS INC · Equities CUSIP — src ↗	$194K	1,217

$16.4M

102,452

0.6%

JOHNSON & JOHNSON CO

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for JOHNSON & JOHNSON CO, as it reported them
JOHNSON & JOHNSON CO · Equities CUSIP — src ↗	$15.6M	63,782
JOHNSON & JOHNSON CO · Equities CUSIP — src ↗	$324K	1,327

$15.9M

65,109

0.6%

WCM FOCUSED INTL GR

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for WCM FOCUSED INTL GR, as it reported them
WCM FOCUSED INTL GR · Mutual Funds CUSIP 461418444 src ↗	$15.2M	619,003
WCM FOCUSED INTL GR · Mutual Funds CUSIP 461418444 src ↗	$173K	7,035

$15.4M

626,038

0.6%

LOWE'S COMPANIES

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for LOWE'S COMPANIES, as it reported them
LOWE'S COMPANIES · Equities CUSIP — src ↗	$14.7M	62,270
LOWE'S COMPANIES · Equities CUSIP — src ↗	$118K	498

$14.8M

62,768

0.6%

DODGE & COX INCOME · Mutual Funds CUSIP 256210105
2026-03-31 filed 2026-04-16 +16d

src ↗

$14.6M

1,147,545

0.6%

WCM FOCUSED EMRG MKT

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for WCM FOCUSED EMRG MKT, as it reported them
WCM FOCUSED EMRG MKT · Mutual Funds CUSIP 46141P834 src ↗	$13.8M	699,032
WCM FOCUSED EMRG MKT · Mutual Funds CUSIP 46141P834 src ↗	$145K	7,342

$14.0M

706,374

0.5%

CHUBB LIMITED

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CHUBB LIMITED, as it reported them
CHUBB LIMITED · Equities CUSIP — src ↗	$13.3M	40,928
CHUBB LIMITED · Equities CUSIP — src ↗	$288K	883

$13.6M

41,811

0.5%

META PLATFORMS INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · Equities CUSIP — src ↗	$12.6M	21,938
META PLATFORMS INC · Equities CUSIP — src ↗	$144K	252

$12.7M

22,190

0.5%

INVESCO

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for INVESCO, as it reported them
INVESCO · Equities CUSIP — src ↗	$11.7M	233,683
INVESCO · Equities CUSIP — src ↗	$501K	9,994

$12.2M

243,677

0.5%

ABBVIE

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for ABBVIE, as it reported them
ABBVIE · Equities CUSIP — src ↗	$12.2M	55,937
ABBVIE · Equities CUSIP — src ↗	$23.1K	106

$12.2M

56,043

0.5%

S&P 500 SPDR

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for S&P 500 SPDR, as it reported them
S&P 500 SPDR · Equities CUSIP — src ↗	$8.4M	12,890
S&P 500 SPDR · Equities CUSIP — src ↗	$3.6M	5,600

$12.0M

18,490

0.5%

HONEYWELL INTL INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · Equities CUSIP — src ↗	$11.6M	51,535
HONEYWELL INTL INC · Equities CUSIP — src ↗	$85.0K	376

$11.7M

51,911

0.4%

CHARLES SCHWAB CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CHARLES SCHWAB CORP, as it reported them
CHARLES SCHWAB CORP · Equities CUSIP — src ↗	$11.5M	122,816
CHARLES SCHWAB CORP · Equities CUSIP — src ↗	$40.3K	429

$11.6M

123,245

0.4%

BLACKROCK

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for BLACKROCK, as it reported them
BLACKROCK · Equities CUSIP — src ↗	$10.9M	11,338
BLACKROCK · Equities CUSIP — src ↗	$33.7K	35

$10.9M

11,373

0.4%

PROCTER & GAMBLE CO,

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for PROCTER & GAMBLE CO,, as it reported them
PROCTER & GAMBLE CO, · Equities CUSIP — src ↗	$10.5M	72,826
PROCTER & GAMBLE CO, · Equities CUSIP — src ↗	$109K	758

$10.6M

73,584

0.4%

ISHARES 0-3 MO TRS · Equities CUSIP 46436E718
2026-03-31 filed 2026-04-16 +16d

src ↗

$10.3M

102,484

0.4%

LINDE PLC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for LINDE PLC, as it reported them
LINDE PLC · Equities CUSIP — src ↗	$10.2M	20,509
LINDE PLC · Equities CUSIP — src ↗	$25.8K	52

$10.2M

20,561

0.4%

GRANT COUNTY STATE · Equities CUSIP 372005991
2026-03-31 filed 2026-04-16 +16d

src ↗

$10.2M

8,340

0.4%

O'REILLY AUTO

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for O'REILLY AUTO, as it reported them
O'REILLY AUTO · Equities CUSIP — src ↗	$10.0M	108,841
O'REILLY AUTO · Equities CUSIP — src ↗	$23.5K	255

$10.1M

109,096

0.4%

VANGUARD HIGH DIV YD

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD HIGH DIV YD, as it reported them
VANGUARD HIGH DIV YD · Mutual Funds CUSIP 921946786 src ↗	$7.2M	160,574
VANGUARD W HI DIV · Equities CUSIP — src ↗	$2.3M	15,694
VANGUARD HIGH DIV YD · Mutual Funds CUSIP 921946786 src ↗	$213K	4,771

$9.7M

181,039

0.4%

S&P 400 MID-CAP SPDR

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for S&P 400 MID-CAP SPDR, as it reported them
S&P 400 MID-CAP SPDR · Equities CUSIP — src ↗	$9.1M	14,833
S&P 400 MID-CAP SPDR · Equities CUSIP — src ↗	$420K	681

$9.6M

15,514

0.4%

VANGUARD RUSSELL 1000 VALUE IND

2 positions · 2 reported rows

Rows FIRST MERCHANTS CORP reported for VANGUARD RUSSELL 1000 VALUE IND, as it reported them
VANGUARD RUSSELL 1000 VALUE IND · Equities CUSIP 92206C714 src ↗	$9.1M	97,100
VAN INT-TERM CORP · Equities CUSIP — src ↗	$362K	4,375

$9.5M

101,475

0.4%

SCHW ST US DIV EQ

3 positions · 4 reported rows

Rows FIRST MERCHANTS CORP reported for SCHW ST US DIV EQ, as it reported them
SCHW ST US DIV EQ · Equities CUSIP — src ↗	$6.3M	204,411
SCHWAB INT DVD · Equities CUSIP — src ↗	$2.2M	69,283
SCHW STR US TIPS ETF · Equities CUSIP — src ↗	$810K	30,432
SCHW ST US DIV EQ · Equities CUSIP — src ↗	$69.0K	2,250

$9.3M

306,376

0.4%

FRANKLIN ELECTRIC · Equities CUSIP 35351410X
2026-03-31 filed 2026-04-16 +16d

src ↗

$9.2M

100,000

0.4%

EXXON MOBIL CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · Equities CUSIP — src ↗	$9.2M	54,153
EXXON MOBIL CORP · Equities CUSIP — src ↗	$22.7K	134

$9.2M

54,287

0.4%

AMETEK INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for AMETEK INC, as it reported them
AMETEK INC · Equities CUSIP — src ↗	$9.0M	42,131
AMETEK INC · Equities CUSIP — src ↗	$57.2K	267

$9.1M

42,398

0.3%

BERKSHIRE HATHAWAY

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for BERKSHIRE HATHAWAY, as it reported them
BERKSHIRE HATHAWAY · Equities CUSIP — src ↗	$6.5M	13,638
BERKSHIRE HATH CL A · Equities CUSIP — src ↗	$2.2M	3
BERKSHIRE HATHAWAY · Equities CUSIP — src ↗	$124K	259

$8.8M

13,900

0.3%

ACCENTURE PLC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for ACCENTURE PLC, as it reported them
ACCENTURE PLC · Equities CUSIP — src ↗	$8.7M	44,047
ACCENTURE PLC · Equities CUSIP — src ↗	$49.6K	250

$8.8M

44,297

0.3%

NEXTERA ENERGY

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for NEXTERA ENERGY, as it reported them
NEXTERA ENERGY · Equities CUSIP — src ↗	$8.4M	90,352
NEXTERA ENERGY · Equities CUSIP — src ↗	$254K	2,735

$8.6M

93,087

0.3%

NORTHERN MIDCAP

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for NORTHERN MIDCAP, as it reported them
NORTHERN MIDCAP · Mutual Funds CUSIP 665130100 src ↗	$7.7M	360,141
NORTHERN GLOBAL SUST · Mutual Funds CUSIP 665130308 src ↗	$666K	26,866
NORTHERN MIDCAP · Mutual Funds CUSIP 665130100 src ↗	$110K	5,174

$8.5M

392,181

0.3%

EOG RESOURCES INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for EOG RESOURCES INC, as it reported them
EOG RESOURCES INC · Equities CUSIP — src ↗	$8.4M	57,814
EOG RESOURCES INC · Equities CUSIP — src ↗	$22.1K	153

$8.4M

57,967

0.3%

S&P GLOBAL

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for S&P GLOBAL, as it reported them
S&P GLOBAL · Equities CUSIP — src ↗	$8.3M	19,556
S&P GLOBAL · Equities CUSIP — src ↗	$47.2K	111

$8.4M

19,667

0.3%

GS FIN SQ GOVT

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for GS FIN SQ GOVT, as it reported them
GS FIN SQ GOVT · Cash Equivalents CUSIP 38141W273 src ↗	$7.8M	7,803,765
GS FIN SQ GOVT · Cash Equivalents CUSIP 38141W273 src ↗	$431K	430,506

$8.2M

8,234,271

0.3%

FORTINET

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for FORTINET, as it reported them
FORTINET · Equities CUSIP — src ↗	$8.1M	99,017
FORTINET · Equities CUSIP — src ↗	$20.8K	255

$8.1M

99,272

0.3%

MCDONALD'S CORP, COM

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for MCDONALD'S CORP, COM, as it reported them
MCDONALD'S CORP, COM · Equities CUSIP — src ↗	$8.0M	25,616
MCDONALD'S CORP, COM · Equities CUSIP — src ↗	$86.7K	279

$8.0M

25,895

0.3%

BAE SYSTEMS PLC ADR

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for BAE SYSTEMS PLC ADR, as it reported them
BAE SYSTEMS PLC ADR · Equities CUSIP 05523R107 src ↗	$7.9M	68,034
BAE SYSTEMS PLC ADR · Equities CUSIP 05523R107 src ↗	$45.0K	388

$7.9M

68,422

0.3%

HOME DEPOT INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · Equities CUSIP — src ↗	$7.9M	23,915
HOME DEPOT INC · Equities CUSIP — src ↗	$69.1K	210

$7.9M

24,125

0.3%

PEPSICO INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for PEPSICO INC, as it reported them
PEPSICO INC · Equities CUSIP — src ↗	$7.6M	49,120
PEPSICO INC · Equities CUSIP — src ↗	$52.5K	338

$7.7M

49,458

0.3%

CUMMINS INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CUMMINS INC, as it reported them
CUMMINS INC · Equities CUSIP — src ↗	$7.2M	13,303
CUMMINS INC · Equities CUSIP — src ↗	$80.7K	150

$7.2M

13,453

0.3%

RAYTHEON TECH

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for RAYTHEON TECH, as it reported them
RAYTHEON TECH · Equities CUSIP — src ↗	$7.1M	36,792
RAYTHEON TECH · Equities CUSIP — src ↗	$70.6K	366

$7.2M

37,158

0.3%

CATERPILLAR · Equities CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$7.1M

10,019

0.3%

CHEVRON CORP · Equities CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$7.1M

34,192

0.3%

MSCI EMERG MKTS

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for MSCI EMERG MKTS, as it reported them
MSCI EMERG MKTS · Equities CUSIP — src ↗	$6.9M	99,519
MSCI EMERG MKTS · Equities CUSIP — src ↗	$128K	1,842

$7.1M

101,361

0.3%

TEXAS INSTRS INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · Equities CUSIP — src ↗	$6.9M	35,359
TEXAS INSTRS INC · Equities CUSIP — src ↗	$21.2K	109

$6.9M

35,468

0.3%

TAIWAN SEMICONDUCTOR

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for TAIWAN SEMICONDUCTOR, as it reported them
TAIWAN SEMICONDUCTOR · Equities CUSIP — src ↗	$6.7M	19,874
TAIWAN SEMICONDUCTOR · Equities CUSIP — src ↗	$70.3K	208

$6.8M

20,082

0.3%

T ROWE PRICE DIVID

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for T ROWE PRICE DIVID, as it reported them
T ROWE PRICE DIVID · Mutual Funds CUSIP 779546308 src ↗	$6.2M	76,930
T ROWE PRICE DIVID · Mutual Funds CUSIP 779546308 src ↗	$335K	4,143

$6.6M

81,073

0.2%

DANAHER CORP

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for DANAHER CORP, as it reported them
DANAHER CORP · Equities CUSIP — src ↗	$6.5M	34,363
DANAHER CORP · Equities CUSIP — src ↗	$33.4K	176

$6.5M

34,539

0.2%

L3HARRIS TECH

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for L3HARRIS TECH, as it reported them
L3HARRIS TECH · Equities CUSIP — src ↗	$6.1M	17,817
L3HARRIS TECH · Equities CUSIP — src ↗	$104K	300

$6.3M

18,117

0.2%

CONOCOPHILLIPS

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CONOCOPHILLIPS, as it reported them
CONOCOPHILLIPS · Equities CUSIP — src ↗	$6.1M	46,403
CONOCOPHILLIPS · Equities CUSIP — src ↗	$101K	764

$6.2M

47,167

0.2%

FIDELITY INTRMD TRS

2 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for FIDELITY INTRMD TRS, as it reported them
FIDELITY INTRMD TRS · Mutual Funds CUSIP 31635V257 src ↗	$3.1M	321,867
FIDELITY S/T TRS BD · Mutual Funds CUSIP 31635V216 src ↗	$3.0M	292,888
FIDELITY S/T TRS BD · Mutual Funds CUSIP 31635V216 src ↗	$60.8K	5,898

$6.2M

620,653

0.2%

BROWN & BROWN

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for BROWN & BROWN, as it reported them
BROWN & BROWN · Equities CUSIP — src ↗	$6.0M	91,672
BROWN & BROWN · Equities CUSIP — src ↗	$44.4K	681

$6.0M

92,353

0.2%

VANGD TX MNGD S/C

3 positions · 3 reported rows

Rows FIRST MERCHANTS CORP reported for VANGD TX MNGD S/C, as it reported them
VANGD TX MNGD S/C · Mutual Funds CUSIP 921943403 src ↗	$3.0M	29,095
VANGUARD DEV MKT ADM · Mutual Funds CUSIP 921943809 src ↗	$2.0M	97,660
VAN FTSE DEV MKT · Equities CUSIP — src ↗	$997K	15,561

$6.0M

142,316

0.2%

ECOLAB

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for ECOLAB, as it reported them
ECOLAB · Equities CUSIP — src ↗	$5.6M	20,959
ECOLAB · Equities CUSIP — src ↗	$33.0K	124

$5.6M

21,083

0.2%

DFA SMALL CAP VALUE

2 positions · 2 reported rows

Rows FIRST MERCHANTS CORP reported for DFA SMALL CAP VALUE, as it reported them
DFA SMALL CAP VALUE · Mutual Funds CUSIP 233203819 src ↗	$3.1M	55,899
DFA EMERGING MKTS · Mutual Funds CUSIP 233203421 src ↗	$2.3M	76,931

$5.4M

132,830

0.2%

CULLEN FROST BANKERS

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CULLEN FROST BANKERS, as it reported them
CULLEN FROST BANKERS · Equities CUSIP — src ↗	$5.3M	38,414
CULLEN FROST BANKERS · Equities CUSIP — src ↗	$48.3K	352

$5.3M

38,766

0.2%

SERVICE NOW INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for SERVICE NOW INC, as it reported them
SERVICE NOW INC · Equities CUSIP — src ↗	$5.2M	49,947
SERVICE NOW INC · Equities CUSIP — src ↗	$17.8K	170

$5.2M

50,117

0.2%

CONSTELLATION ENERGY

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CONSTELLATION ENERGY, as it reported them
CONSTELLATION ENERGY · Equities CUSIP — src ↗	$5.0M	17,784
CONSTELLATION ENERGY · Equities CUSIP — src ↗	$157K	562

$5.1M

18,346

0.2%

CISCO SYSTEMS

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for CISCO SYSTEMS, as it reported them
CISCO SYSTEMS · Equities CUSIP — src ↗	$4.8M	61,789
CISCO SYSTEMS · Equities CUSIP — src ↗	$147K	1,900

$4.9M

63,689

0.2%

CDM ASSOC LLC · Other Assets CUSIP CDMASOLLC
2026-03-31 filed 2026-04-16 +16d

src ↗

$4.6M

0.2%

COPART INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for COPART INC, as it reported them
COPART INC · Equities CUSIP — src ↗	$4.4M	132,960
COPART INC · Equities CUSIP — src ↗	$14.5K	436

$4.4M

133,396

0.2%

FPA NEW INCOME · Mutual Funds CUSIP 30254T643
2026-03-31 filed 2026-04-16 +16d

src ↗

$4.4M

436,510

0.2%

SYNOPSYS INC

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for SYNOPSYS INC, as it reported them
SYNOPSYS INC · Equities CUSIP — src ↗	$4.3M	10,804
SYNOPSYS INC · Equities CUSIP — src ↗	$30.5K	77

$4.3M

10,881

0.2%

BALL CORP, COMMON · Equities CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$4.2M

71,209

0.2%

ABBOTT LABS COMMON

1 position · 2 reported rows

Rows FIRST MERCHANTS CORP reported for ABBOTT LABS COMMON, as it reported them
ABBOTT LABS COMMON · Equities CUSIP — src ↗	$4.1M	39,489
ABBOTT LABS COMMON · Equities CUSIP — src ↗	$92.4K	900

$4.1M

40,389

0.2%

1–20 of the 100 issuers on this page

Ticker: no reported row here maps to a reviewed ticker.

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 50.1%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 170 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 501 / 501median book 97.5 positions

377 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open FIRST MERCHANTS CORP's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.