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 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. 0.79 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 3 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
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