Titelia

Fund shareholders of Medallion Financial Corp

ISIN US5839281061 · United States · LEI 549300FJ4FMGJ2C34Y48

Fund shareholders
97
Of which ETFs
17 80 other funds
Value held
30.1M $
Share of capital
13.0 % of 23M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 518,7435.3M $0.00 %2.26 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 503,7775.1M $0.01 %2.19 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 195,4581.9M $0.01 %0.85 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 187,5231.9M $0.01 %0.82 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 181,7111.8M $0.01 %0.79 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 177,0121.8M $0.00 %0.77 %as of Jun 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 158,0001.6M $0.04 %0.69 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 88,001856.2K $0.00 %0.38 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 83,012807.7K $0.00 %0.36 %as of May 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 78,000796.4K $0.04 %0.34 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 56,561577.5K $0.04 %0.25 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 54,659558.1K $0.04 %0.24 %as of Jun 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 54,500556.4K $0.26 %0.24 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 53,744548.7K $0.37 %0.23 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 49,085501.2K $0.42 %0.21 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 41,020407.7K $0.01 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 33,784328.7K $0.00 %0.15 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 27,247278.2K $0.00 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 25,432247.5K $0.00 %0.11 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 24,981255.1K $0.01 %0.11 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 24,647251.6K $0.00 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,806243.1K $0.01 %0.10 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,405222.7K $0.01 %0.10 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,671201.1K $0.02 %0.09 %as of May 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 20,510209.4K $0.10 %0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 20,020194.8K $0.01 %0.09 %as of May 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 17,063174.2K $0.18 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 16,307166.5K $0.07 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,603151.8K $0.00 %0.07 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,388120.5K $0.01 %0.05 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 11,852121K $0.04 %0.05 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,600118.4K $0.01 %0.05 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,64398.5K $0.02 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 8,95391.4K $0.01 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,05880.1K $0.01 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,93581K $0.00 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,76479.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 7,72076.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,45976.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,64567.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 6,61464.4K $0.00 %0.03 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,55765.2K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,80059.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,73658.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,70058.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,89550K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,87739.6K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,82238K $0.00 %0.02 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,72738.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 3,68037.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,59135.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,47433.8K $0.00 %0.02 %as of May 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,45335.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,07031.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,86129.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,60026.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,54526K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,50825.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,50225.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,09220.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,06220.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,91718.7K $0.00 %0.01 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,89918.5K $0.01 %0.01 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,83518.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,65216.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,58315.4K $0.00 %0.01 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,52615.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,45614.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,38313.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,34713.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,21812.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,10211.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 9009.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 8888.6K $0.00 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 8548.3K $0.00 %0.00 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 8368.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 7997.8K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 7677.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 7677.5K $0.00 %0.00 %as of May 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 6816.8K $0.06 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6065.9K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 5995.8K $0.00 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4684.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 4004.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3443.3K $0.00 %0.00 %as of May 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2172.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1861.8K $0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 96954.2 $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 91929.1 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 69704.5 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 45459.5 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 42428.8 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 25255.3 $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 15146 $0.00 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 14139.2 $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 551.1 $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 438.9 $0.00 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.42 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.37 %as of Jun 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.26 %as of Jun 30, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.18 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 0.10 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 0.08 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 0.07 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.06 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.04 %as of Jun 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 0.04 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q397+12,981,101+1.8 %
2026Q29602,928,213-0.6 %
2026Q19602,947,226-1.1 %
2025Q496+32,978,752-5.2 %
2025Q39303,143,534-2.7 %
2025Q293+33,230,350-0.5 %
2025Q190-13,245,974+0.5 %
2024Q491+413,228,430+45.1 %
2024Q350+202,225,048+22.7 %
2024Q230+31,812,928+4.4 %
2024Q127+11,736,843-2.8 %
2023Q4261,787,136

Institutional managers

90 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,107,9659.5M $as of Mar 31, 2026
Tieton Capital Management, LLC1,032,3048.8K $as of Mar 31, 2026
SEI INVESTMENTS CO490,9724.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC413,1843.5M $as of Mar 31, 2026
Uniplan Investment Counsel, Inc.385,5813.3M $as of Mar 31, 2026
STATE STREET CORP248,5112.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC214,5751.8M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.212,8231.8M $as of Mar 31, 2026
De Lisle Partners LLP198,7111.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC187,1461.6M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC167,7931.4M $as of Mar 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC162,8841.4M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL158,0001.4M $as of Mar 31, 2026
STIFEL FINANCIAL CORP155,7401.3M $as of Mar 31, 2026
NORTHERN TRUST CORP123,1101.1M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP118,3211M $as of Mar 31, 2026
Bank of New York Mellon Corp107,428919.6K $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP98,752845.3K $as of Mar 31, 2026
RITHOLTZ WEALTH MANAGEMENT96,761828.3K $as of Mar 31, 2026
GABELLI FUNDS LLC78,000667.7K $as of Mar 31, 2026
Daytona Street Capital LLC71,918698.7K $as of Mar 31, 2026
Squarepoint Ops LLC68,587587.1K $as of Mar 31, 2026
MORGAN STANLEY63,984547.7K $as of Mar 31, 2026
Mariner, LLC59,449508.9K $as of Mar 31, 2026
CORSAIR CAPITAL MANAGEMENT, L.P.57,849495.2K $as of Mar 31, 2026

Funds holding the debt of Medallion Financial Corp

5 funds declare 5 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
JPMorgan Core Plus Bond ETF113M $as of May 31, 2026
JPMorgan Active Bond ETF19M $as of May 31, 2026
JPMorgan Core Bond Trust16.5M $as of May 31, 2026
Thompson Bond Fund15.1M $as of May 31, 2026
Holbrook Income Fund12M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Medallion Financial Corp". https://titelia.com/en/stocks/medallion-financial-corp-US5839281061