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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares UltraPro Russell2000 ProShares Trust | 668 | 7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 666 | 7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 654 | 6.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 645 | 6.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 638 | 6.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 636 | 6.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 515 | 5.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 501 | 5.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 474 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 467 | 4.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 434 | 4.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 412 | 4.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 410 | 4.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 373 | 4.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 366 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 286 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 198 | 2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 188 | 1.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 168 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 122 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 73 | 743.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 71 | 723.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 56 | 608.7 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 55 | 560.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 36 | 366.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 27 | 275.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 25 | 254.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 20 | 217.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 15 | 152.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 11 | 115.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 30.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 21.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 132 | -7 | 3,258,827 | +5.7 % |
| 2026Q1 | 139 | -9 | 3,083,380 | +1.6 % |
| 2025Q4 | 148 | -2 | 3,033,664 | +4.4 % |
| 2025Q3 | 150 | 0 | 2,904,650 | +4.7 % |
| 2025Q2 | 150 | +1 | 2,773,852 | -8.6 % |
| 2025Q1 | 149 | -8 | 3,035,646 | -1.9 % |
| 2024Q4 | 157 | -9 | 3,093,216 | +2.3 % |
| 2024Q3 | 166 | -59 | 3,025,037 | -51.1 % |
| 2024Q2 | 225 | -27 | 6,185,359 | +6.7 % |
| 2024Q1 | 252 | -22 | 5,798,526 | +9.3 % |
| 2023Q4 | 274 | 5,304,662 |
Institutional managers
106 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 944,453 | 9.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 773,710 | 7.9M $ | as of Mar 31, 2026 |
| Steamboat Capital Partners, LLC | 707,590 | 7.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 631,539 | 6.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 361,762 | 3.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 338,158 | 3.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 325,312 | 3.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 253,315 | 2.6M $ | as of Mar 31, 2026 |
| Man Group plc | 236,212 | 2.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 224,280 | 2.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 222,638 | 2.3M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 219,063 | 2.2M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 183,035 | 1.9M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 180,081 | 1.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 160,564 | 1.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 157,078 | 1.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 153,171 | 1.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 145,575 | 1.5M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 127,112 | 1.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 126,407 | 1.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 92,595 | 943.5K $ | as of Mar 31, 2026 |
| Jump Financial, LLC | 90,875 | 926K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 88,777 | 904.6K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 87,178 | 870.9K $ | as of Mar 31, 2026 |
| Divisadero Street Capital Management, LP | 79,839 | 813.6K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Renaissance Technologies LLC and 1 other | 6.96 % | 773,710 | as of Jan 2, 2026 · SCHEDULE 13G |
| Citadel Securities GP LLC and 6 others | 6.50 % | 715,910 | as of Mar 31, 2026 · SCHEDULE 13G |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.74 % | 0 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Medifast Inc". https://titelia.com/en/stocks/medifast-inc-US58470H1014