Titelia

Fund shareholders of Medallion Financial Corp.

ISIN US5839281061 · United States · LEI 549300FJ4FMGJ2C34Y48

Fund shareholders
96
Of which ETFs
17 79 other funds
Value held
26M $
Share of capital
12.8 % of 23M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 655,2735.6M $0.00 %2.85 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 463,4124M $0.01 %2.02 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 181,7111.8M $0.01 %0.79 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 177,6681.5M $0.00 %0.77 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 171,6051.6M $0.00 %0.75 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 158,0001.4M $0.03 %0.69 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 138,6541.2M $0.01 %0.60 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 88,999898K $0.00 %0.39 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 80,224809.5K $0.01 %0.35 %as of Feb 28, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 78,000667.7K $0.04 %0.34 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 54,659467.9K $0.04 %0.24 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 54,500466.5K $0.26 %0.24 %as of Mar 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 54,135463.4K $0.47 %0.24 %as of Mar 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 53,744460K $0.37 %0.23 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 41,329353.8K $0.03 %0.18 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 36,226331.8K $0.00 %0.16 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 33,784340.9K $0.00 %0.15 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 27,247233.2K $0.00 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 24,816250.4K $0.00 %0.11 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 21,780186.4K $0.01 %0.09 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,395205.8K $0.02 %0.09 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 20,020202K $0.01 %0.09 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,781172K $0.00 %0.08 %as of Apr 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 18,629159.5K $0.08 %0.08 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 16,808143.9K $0.00 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 14,135121K $0.07 %0.06 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 11,852101.5K $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,836119.4K $0.01 %0.05 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,60099.3K $0.01 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 11,44998K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,337114.4K $0.00 %0.05 %as of Feb 28, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,64382.5K $0.02 %0.04 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,78380.5K $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,93567.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,76466.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,45963.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 7,42063.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 7,21166.1K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 6,61466.7K $0.01 %0.03 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,55760.1K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,80049.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,70048.8K $0.00 %0.02 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 5,25545K $0.05 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,24352.9K $0.02 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,86933.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,82235K $0.00 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,72731.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,59132.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,47435.1K $0.00 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,46929.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,45329.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,93925.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,86124.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,60022.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,50821.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,50221.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 2,48021.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,45424.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,09219.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,91719.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,87016K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,83515.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,75715K $0.00 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,62914.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,49112.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,45612.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,44314.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,34711.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,20711.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,20010.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,0348.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,00710.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,00210.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9449.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 8617.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 8367.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 7998.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 7676.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 7096.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 7037.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 6025.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4684K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 4003.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3443.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1861.7K $0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1831.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 90824.4 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 83710.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 54462.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 41351 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 38325.3 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 30274.8 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 23196.9 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 17171.5 $0.00 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 434.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 330.3 $0.00 %0.00 %as of Feb 28, 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 0.47 %as of Mar 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.37 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.26 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 0.08 %as of Mar 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 0.07 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.06 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.05 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.04 %as of Mar 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 0.04 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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

Declared shareholders of Medallion Financial Corp.

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Andrew M. Murstein 11.73 %2,801,776as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Medallion Financial Corp.

2 funds declare 2 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
Thompson Bond Fund15.1M $as of Feb 28, 2026
Holbrook Income Fund12M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Medallion Financial Corp.". https://titelia.com/en/stocks/medallion-financial-corp-US5839281061