Titelia

Fund shareholders of MVB Financial Corp

ISIN US5538101024 · United States · LEI 549300KSUQ2FUU1X2O74

Fund shareholders
147
Of which ETFs
28 119 other funds
Value held
76.1M $
Share of capital
20.0 % of 13M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 371,92510.8M $0.00 %2.87 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 324,9449.4M $0.01 %2.51 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 190,5925.8M $0.23 %1.47 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 134,5913.9M $0.00 %1.04 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 130,0104M $0.01 %1.00 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 124,7683.6M $0.02 %0.96 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,4112.6M $0.01 %0.66 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,3322.2M $0.01 %0.54 %as of Jul 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 61,4821.8M $0.58 %0.47 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 59,0921.6M $0.00 %0.46 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,6961.5M $0.01 %0.44 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,9211.4M $0.01 %0.36 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 44,0721.4M $0.01 %0.34 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,8841.3M $0.02 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 41,4241.3M $0.01 %0.32 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 40,7641.2M $0.08 %0.31 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 38,2321.2M $0.01 %0.29 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 34,4911M $0.22 %0.27 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 33,388893.1K $0.00 %0.26 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 32,600945.7K $0.07 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 28,889885.4K $0.01 %0.22 %as of Jul 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 27,293836.5K $1.72 %0.21 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 26,140801.2K $0.00 %0.20 %as of Jul 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 24,929723.2K $0.73 %0.19 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 23,321714.8K $0.00 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 21,636578.8K $0.00 %0.17 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 20,318543.5K $0.02 %0.16 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,313622.6K $0.00 %0.16 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 19,792574.2K $0.01 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,581523.8K $0.00 %0.15 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 16,711484.8K $0.02 %0.13 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,895487.2K $0.00 %0.12 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 15,657479.9K $0.01 %0.12 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 15,100438.1K $0.05 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,423418.4K $0.01 %0.11 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 14,000406.1K $0.00 %0.11 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,700397.4K $0.01 %0.11 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 10,916316.7K $0.27 %0.08 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,908287.4K $0.02 %0.08 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 9,867302.4K $0.02 %0.08 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 9,702281.5K $0.01 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,567229.2K $0.02 %0.07 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,542261.8K $0.00 %0.07 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,282253.8K $0.00 %0.06 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 8,060233.8K $0.01 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,500217.6K $0.01 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,189192.3K $0.00 %0.06 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 6,550190K $0.01 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 6,464187.5K $0.05 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,449197.7K $0.00 %0.05 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 6,340194.3K $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,266181.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 6,236180.9K $0.01 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,651173.2K $0.01 %0.04 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,614162.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 5,500147.1K $0.01 %0.04 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,334154.7K $0.00 %0.04 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 5,069155.4K $0.25 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,789138.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,605141.1K $0.00 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,529131.4K $0.15 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,289131.5K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 4,242113.5K $0.01 %0.03 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,220112.9K $0.00 %0.03 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,208129K $0.01 %0.03 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 4,200121.8K $0.02 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,889112.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,791110K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,773109.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,649105.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 3,505101.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,16891.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,02087.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,99686.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,93885.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,92384.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,89377.4K $0.07 %0.02 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,84076K $0.00 %0.02 %as of May 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 2,72379K $0.09 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,71778.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,68582.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,60079.7K $0.01 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,40064.2K $0.00 %0.02 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,09756.1K $0.02 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,08663.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,01058.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,86954.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,80755.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,78851.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,75050.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,73350.3K $0.20 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,72752.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,50046K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,33741K $0.01 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,29839.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,26838.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,24736.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,12032.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,00927K $0.00 %0.01 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 96828.1K $0.02 %0.01 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 1.72 %as of Jul 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.73 %as of Jun 30, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 0.58 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.27 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.25 %as of Jul 31, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.23 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.22 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 0.20 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.15 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.10 %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
2026Q3147-12,588,826+4.9 %
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 table shows the 25 largest.

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