Titelia

Fund shareholders of MVB Financial Corp

ISIN US5538101024 · United States · LEI 549300KSUQ2FUU1X2O74

Fund shareholders
148
Of which ETFs
28 120 other funds
Value held
63M $
Share of capital
19.0 % of 13M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 355,9258.8M $0.00 %2.74 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 293,8037.3M $0.01 %2.27 %as of Mar 31, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 178,7924.7M $0.21 %1.38 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 135,0643.4M $0.00 %1.04 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 110,9252.9M $0.01 %0.86 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 96,4152.4M $0.02 %0.74 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,4892M $0.01 %0.59 %as of Apr 30, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,3321.8M $0.01 %0.54 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 60,6041.6M $0.00 %0.47 %as of Feb 28, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 56,9701.5M $0.01 %0.44 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 55,2771.5M $0.01 %0.43 %as of Feb 28, 2026
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 52,4711.3M $0.56 %0.40 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,3211.2M $0.01 %0.36 %as of Apr 30, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 45,2291.1M $1.32 %0.35 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,8841.1M $0.02 %0.34 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 43,1291.1M $0.01 %0.33 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 41,9501.1M $0.01 %0.32 %as of Apr 30, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 35,691886.2K $0.22 %0.28 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 32,600809.5K $0.07 %0.25 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 31,503823.2K $0.01 %0.24 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 28,349703.9K $0.06 %0.22 %as of Mar 31, 2026
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 27,293713.2K $1.61 %0.21 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 26,140683K $0.00 %0.20 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 24,569642K $0.01 %0.19 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 23,321609.4K $0.00 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 21,636584.2K $0.00 %0.17 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,313530.8K $0.00 %0.16 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 19,753490.5K $0.01 %0.15 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 18,570501.4K $0.02 %0.14 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 16,645449.4K $0.00 %0.13 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,895415.3K $0.00 %0.12 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 15,100374.9K $0.05 %0.12 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,402376.3K $0.01 %0.11 %as of Apr 30, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 14,000347.6K $0.00 %0.11 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,868344.3K $0.02 %0.11 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 12,030298.7K $0.01 %0.09 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,908246K $0.02 %0.08 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 9,747242K $0.01 %0.08 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 9,487247.9K $0.02 %0.07 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,284230.5K $0.00 %0.07 %as of Mar 31, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 9,230229.2K $0.23 %0.07 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,542223.2K $0.00 %0.07 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,385226.4K $0.02 %0.06 %as of Feb 28, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,282216.4K $0.00 %0.06 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 8,060200.1K $0.01 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,500186.2K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,307181.4K $0.00 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,189194.1K $0.00 %0.06 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,548162.6K $0.00 %0.05 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 6,504161.5K $0.04 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,449168.5K $0.00 %0.05 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 6,220162.5K $0.01 %0.05 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 6,050150.2K $0.01 %0.05 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 5,656140.4K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 5,400134.1K $0.01 %0.04 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,334132.4K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,880127.5K $0.01 %0.04 %as of Apr 30, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 4,756124.3K $0.23 %0.04 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,605120.3K $0.00 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,437110.2K $0.15 %0.03 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 4,402118.9K $0.01 %0.03 %as of Feb 28, 2026
Small Cap Index Fund VALIC Co I 4,242114.5K $0.01 %0.03 %as of Feb 28, 2026
Avantis U.S. Equity ETF American Century ETF Trust 4,220113.9K $0.00 %0.03 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,208110K $0.01 %0.03 %as of Apr 30, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 4,200104.3K $0.02 %0.03 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 4,153103.1K $0.00 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,115107.5K $0.00 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,79194.1K $0.01 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,77393.7K $0.00 %0.03 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 3,58589K $0.01 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,32982.7K $0.01 %0.03 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,28181.5K $0.06 %0.03 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,93873K $0.01 %0.02 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,89378.1K $0.07 %0.02 %as of Feb 28, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,84076.7K $0.01 %0.02 %as of Feb 28, 2026
Acuitas Small Cap Active ETF Series Portfolios Trust 2,72367.6K $0.09 %0.02 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,68570.2K $0.00 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,63065.3K $0.01 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,60067.9K $0.01 %0.02 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,52062.6K $0.00 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,40064.8K $0.01 %0.02 %as of Feb 28, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,33263K $0.02 %0.02 %as of Feb 28, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,18354.2K $0.01 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,17854.1K $0.01 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,08654.5K $0.00 %0.02 %as of Apr 30, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,01049.9K $0.03 %0.02 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,79446.9K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,72745.1K $0.00 %0.01 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,67541.6K $0.01 %0.01 %as of Mar 31, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,57339.1K $0.17 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,54438.3K $0.01 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,50039.2K $0.00 %0.01 %as of Apr 30, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 1,42335.3K $0.02 %0.01 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,41835.2K $0.03 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,30834.2K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,29833.9K $0.01 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,27631.7K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,27331.6K $0.01 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,12027.8K $0.01 %0.01 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,07426.7K $0.03 %0.01 %as of Mar 31, 2026

Download this table: CSV, JSON

Report an error

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
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 1.61 %as of Apr 30, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 1.32 %as of Mar 31, 2026
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 0.56 %as of Mar 31, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.23 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.23 %as of Apr 30, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.22 %as of Mar 31, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.21 %as of Apr 30, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 0.17 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.15 %as of Mar 31, 2026
Acuitas Small Cap Active ETF Series Portfolios Trust 0.09 %as of Mar 31, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2148+72,466,810+3.0 %
2026Q1141+62,395,165+2.1 %
2025Q4135+42,346,517-2.3 %
2025Q3131-62,402,635-7.2 %
2025Q2137-12,589,056+0.4 %
2025Q1138-72,577,502+8.1 %
2024Q4145-112,384,309-0.5 %
2024Q315602,397,079+3.1 %
2024Q2156+32,324,519+5.8 %
2024Q1153-12,196,661+0.6 %
2023Q41542,183,235

Institutional managers

104 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP1,766,20343.9M $as of Mar 31, 2026
BlackRock, Inc.939,03723.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP506,60812.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC269,9106.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC246,7626.1M $as of Mar 31, 2026
STATE STREET CORP242,2156M $as of Mar 31, 2026
ENDEAVOUR CAPITAL ADVISORS INC187,9194.7M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC124,3653.1M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.117,1162.9M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC115,6742.9M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC112,4432.8K $as of Mar 31, 2026
BANC FUNDS CO LLC91,2442.3M $as of Mar 31, 2026
NORTHERN TRUST CORP88,2832.2M $as of Mar 31, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC87,4092.2M $as of Mar 31, 2026
Pure Financial Advisors, LLC84,8242.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC77,5511.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC76,2351.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC72,5671.8M $as of Mar 31, 2026
Ategra Capital Management, LLC71,1311.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP60,9811.5M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC59,3701.5M $as of Mar 31, 2026
Bank of New York Mellon Corp57,8971.4M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.55,3311.4M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP54,3091.3M $as of Mar 31, 2026
Squarepoint Ops LLC52,8211.3M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of MVB Financial Corp". https://titelia.com/en/stocks/mvb-financial-corp-US5538101024