Titelia

Fund shareholders of Medifast Inc

ISIN US58470H1014 · United States · LEI 5299000YHQJ21T5KKI80

Fund shareholders
132
Of which ETFs
30 102 other funds
Value held
34.2M $
Share of capital
29.1 % of 11.2M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 569,8666M $0.06 %5.10 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 318,9803.3M $0.00 %2.85 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 276,8622.8M $0.00 %2.48 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 179,8911.9M $0.01 %1.61 %as of Feb 28, 2026
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 128,3171.4M $0.01 %1.15 %as of Feb 28, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 111,2931.1M $0.00 %1.00 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,8081.2M $0.01 %0.99 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 109,2661.2M $0.03 %0.98 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 103,4001.1M $0.00 %0.92 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 100,2881.1M $0.05 %0.90 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 92,753945.2K $0.01 %0.83 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 65,900671.5K $0.79 %0.59 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 61,752671.2K $0.01 %0.55 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 55,788587.4K $0.00 %0.50 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 53,230560.5K $0.00 %0.48 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 51,589543.2K $0.00 %0.46 %as of Feb 28, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 48,444526.6K $0.09 %0.43 %as of Apr 30, 2026
iShares US Small Cap Value Factor ETF iShares Trust 47,602485.1K $0.29 %0.43 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,360482.2K $0.00 %0.40 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 43,553443.8K $0.30 %0.39 %as of Mar 31, 2026
PIMCO RAE US Small Fund PIMCO Equity Series 40,825416K $0.01 %0.37 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 37,570408.4K $0.00 %0.34 %as of Apr 30, 2026
Victory Small Cap Stock Fund Victory Portfolios III 33,086359.6K $0.04 %0.30 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 26,604271.1K $0.02 %0.24 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,260274.6K $0.00 %0.23 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 25,000254.8K $0.21 %0.22 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 23,749258.2K $0.01 %0.21 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 21,334231.9K $0.00 %0.19 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 20,790218.9K $0.14 %0.19 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 19,260202.8K $0.01 %0.17 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 19,188202K $0.00 %0.17 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 17,787181.2K $0.00 %0.16 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,621191.5K $0.00 %0.16 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 17,500178.3K $0.01 %0.16 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 15,366156.6K $0.01 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 14,651154.3K $0.00 %0.13 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,608158.8K $0.00 %0.13 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,550153.2K $0.02 %0.13 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 14,223144.9K $0.00 %0.13 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,678139.4K $0.00 %0.12 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,875131.2K $0.01 %0.12 %as of Mar 31, 2026
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 11,624118.4K $0.00 %0.10 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 10,077106.1K $0.01 %0.09 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,820100.1K $0.01 %0.09 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,08298.7K $0.00 %0.08 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,93597.1K $0.00 %0.08 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 8,69094.5K $0.00 %0.08 %as of Apr 30, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 8,01681.7K $0.06 %0.07 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 7,94583.7K $0.00 %0.07 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,87382.9K $0.00 %0.07 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,85182.7K $0.01 %0.07 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,58477.3K $0.00 %0.07 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,06776.8K $0.00 %0.06 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,61067.4K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 6,43867.8K $0.03 %0.06 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 6,19863.2K $0.00 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,98761K $0.00 %0.05 %as of Mar 31, 2026
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,89962.1K $0.01 %0.05 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 5,60060.9K $0.00 %0.05 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,77151.9K $0.00 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,71048K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,68250.9K $0.00 %0.04 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 4,57848.2K $0.00 %0.04 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,27746.5K $0.00 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 3,80340K $0.00 %0.03 %as of Feb 28, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,79941.3K $0.00 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,72638K $0.00 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 3,23633K $0.00 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,04831.1K $0.00 %0.03 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,94530K $0.03 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,50325.5K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 2,46825.1K $0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,46125.1K $0.00 %0.02 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,45125K $0.01 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,25023.7K $0.01 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,18122.2K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,17822.2K $0.00 %0.02 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,07922.6K $0.00 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,01921.9K $0.00 %0.02 %as of Apr 30, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,82318.6K $0.01 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,76418.6K $0.00 %0.02 %as of Feb 28, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,74517.8K $0.00 %0.02 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,65716.9K $0.00 %0.01 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,49416.2K $0.00 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,32013.5K $0.00 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,29013.1K $0.00 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,21813.2K $0.00 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,21613.2K $0.00 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,15111.7K $0.00 %0.01 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,10011.2K $0.00 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,09811.2K $0.01 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,06710.9K $0.00 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9449.6K $0.00 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 92910.1K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 8939.1K $0.00 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 8929.4K $0.01 %0.01 %as of Feb 28, 2026
Column Small Cap Fund Trust for Professional Managers 8739.2K $0.00 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8068.2K $0.00 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 7117.7K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6937.3K $0.00 %0.01 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.79 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.30 %as of Mar 31, 2026
iShares US Small Cap Value Factor ETF iShares Trust 0.29 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.21 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.14 %as of Feb 28, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 0.09 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 0.06 %as of Feb 28, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.06 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 0.05 %as of Apr 30, 2026
Victory Small Cap Stock Fund Victory Portfolios III 0.04 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Renaissance Technologies LLC and 1 other6.96 %773,710as of Jan 2, 2026 · SCHEDULE 13G
Citadel Securities GP LLC and 6 others6.50 %715,910as of Mar 31, 2026 · SCHEDULE 13G
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5.74 %0as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Medifast Inc". https://titelia.com/en/stocks/medifast-inc-US58470H1014