Titelia

Fund shareholders of Medifast Inc

ISIN US58470H1014 · United States · LEI 5299000YHQJ21T5KKI80

Fund shareholders
82
Of which ETFs
23 59 other funds
Value held
26.3M $
Share of capital
20.8 % of 11.2M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 377,6164.7M $0.05 %3.38 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 318,9803.4M $0.00 %2.85 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 232,3662.9M $0.01 %2.08 %as of May 31, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 130,6681.6M $0.02 %1.17 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 120,9731.2M $0.03 %1.08 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 115,5431.2M $0.00 %1.03 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,8081.1M $0.01 %0.99 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 67,482663.3K $0.03 %0.60 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 66,463832.8K $0.00 %0.59 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 60,623595.9K $0.01 %0.54 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 55,568696.3K $0.00 %0.50 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 50,935638.2K $0.00 %0.46 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,360436.1K $0.00 %0.40 %as of Jul 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 40,900433.9K $0.44 %0.37 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 39,296416.9K $0.24 %0.35 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 37,570369.3K $0.00 %0.34 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 36,501387.3K $0.03 %0.33 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 33,086325.2K $0.03 %0.30 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 29,108364.7K $0.13 %0.26 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 28,502357.1K $0.13 %0.25 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 25,450270K $0.00 %0.23 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,018226.3K $0.00 %0.21 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 19,188240.4K $0.00 %0.17 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,621173.2K $0.00 %0.16 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 16,693209.2K $0.01 %0.15 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 15,366163K $0.01 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,150189.8K $0.00 %0.14 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 13,215129.9K $0.00 %0.12 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 11,298141.6K $0.02 %0.10 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 10,077126.3K $0.01 %0.09 %as of May 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 10,000106.1K $0.07 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,249115.9K $0.01 %0.08 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,08289.3K $0.00 %0.08 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,93587.8K $0.00 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,338104.5K $0.01 %0.07 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,87398.6K $0.00 %0.07 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 7,78182.6K $0.05 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,06769.5K $0.00 %0.06 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 6,79672.1K $0.02 %0.06 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,61070.1K $0.00 %0.06 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 5,90062.6K $0.00 %0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 5,60055K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,48158.2K $0.00 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,89261.3K $0.00 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,77146.9K $0.00 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,71050K $0.00 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,57857.4K $0.00 %0.04 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,40855.2K $0.00 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 3,80347.7K $0.00 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,73136.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,52126.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2,40025.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,18123.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,09222.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,07920.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,01919.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,01219.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,77017.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,76422.1K $0.00 %0.02 %as of May 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,36417.1K $0.00 %0.01 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,29013.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,20511.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 1,10911.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 89211.2K $0.01 %0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 87310.9K $0.00 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8068.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 7838.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6938.7K $0.00 %0.01 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6546.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6366.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5086.4K $0.00 %0.00 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5015.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 4105.1K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4045.1K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3975K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3844.8K $0.00 %0.00 %as of May 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3163.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2533.2K $0.00 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 73774.5 $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 59580 $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 10125.3 $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 225.1 $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
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.44 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.24 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 0.13 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.13 %as of May 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.07 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 0.05 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.05 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 0.03 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 0.03 %as of Jul 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
2026Q382-502,326,489-28.6 %
2026Q2132-73,258,827+5.7 %
2026Q1139-93,083,380+1.6 %
2025Q4148-23,033,664+4.4 %
2025Q315002,904,650+4.7 %
2025Q2150+12,773,852-8.6 %
2025Q1149-83,035,646-1.9 %
2024Q4157-93,093,216+2.3 %
2024Q3166-593,025,037-51.1 %
2024Q2225-276,185,359+6.7 %
2024Q1252-225,798,526+9.3 %
2023Q42745,304,662

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.944,4539.6M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC773,7107.9M $as of Mar 31, 2026
Steamboat Capital Partners, LLC707,5907.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC631,5396.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP361,7623.7M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP338,1583.4M $as of Mar 31, 2026
MORGAN STANLEY325,3123.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC253,3152.6M $as of Mar 31, 2026
Man Group plc236,2122.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC224,2802.3M $as of Mar 31, 2026
STATE STREET CORP222,6382.3M $as of Mar 31, 2026
Peapod Lane Capital LLC219,0632.2M $as of Mar 31, 2026
Lido Advisors, LLC183,0351.9M $as of Mar 31, 2026
Trexquant Investment LP180,0811.8M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.160,5641.6M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC157,0781.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC153,1711.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC145,5751.5M $as of Mar 31, 2026
Quinn Opportunity Partners LLC127,1121.3M $as of Mar 31, 2026
JANE STREET GROUP, LLC126,4071.3M $as of Mar 31, 2026
NORTHERN TRUST CORP92,595943.5K $as of Mar 31, 2026
Jump Financial, LLC90,875926K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/88,777904.6K $as of Mar 31, 2026
JPMORGAN CHASE & CO87,178870.9K $as of Mar 31, 2026
Divisadero Street Capital Management, LP79,839813.6K $as of Mar 31, 2026

Declared shareholders of Medifast Inc

There are 5 beneficial ownership filings. 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
Steamboat Capital Partners, LLC and 1 other7.10 %790,693as of Aug 20, 2026 · SCHEDULE 13D
Susquehanna Portfolio Strategies, LLC and 1 other5.30 %587,214as of Jun 30, 2026 · SCHEDULE 13G
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.60 %396,996as of Jun 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 2.90 %327,404as of Jun 30, 2026 · SCHEDULE 13G
Citadel Securities GP LLC and 6 others2.60 %289,751as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Medifast Inc". https://titelia.com/en/stocks/medifast-inc-US58470H1014