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MCBS · MetroCity Bankshares, Inc. · Held by Funds

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$35.49 +0.06 (+0.17%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.02B
Shares
28.78M
Volume · Oct 23 38.92K Avg daily vol (3M) 87.09K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of MCBS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 10.51% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.71% 780,471
Index ETFs 7.79% 2,242,996
Active ETFs 0.55% 157,350
Active funds 2.06% 594,008
Unclassified 2.28% 655,029
All registered funds 15.39% 4,429,854
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding MCBS

153 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 688,474 $24,709,332 0.00%
iShares Russell 2000 ETF 606,638 $21,772,238 0.03%
Avantis U.S. Small Cap Value ETF 569,286 $18,592,881 0.07%
Fidelity Small Cap Index Fund 255,153 $9,027,313 0.03%
VANGUARD EXTENDED MARKET INDEX FUND 246,333 $8,840,891 0.01%
iShares Russell 2000 Growth ETF 145,077 $5,206,814 0.03%
Regional Bank Fund 116,455 $4,120,178 0.43%
VANGUARD RUSSELL 2000 INDEX FUND 113,910 $3,720,301 0.02%
Fidelity Extended Market Index Fund 111,094 $3,628,330 0.01%
Schwab U.S. Small-Cap ETF 101,295 $3,308,295 0.01%
iShares Russell 2000 Value ETF 91,568 $3,286,376 0.02%
U.S. SMALL CAP PORTFOLIO 90,559 $3,203,977 0.02%
Dimensional U.S. Small Cap ETF 86,945 $3,076,114 0.02%
John Hancock Financial Opportunities Fund 80,596 $2,892,590 0.36%
iShares Micro-Cap ETF 78,338 $2,811,551 0.18%
U.S. Targeted Value Portfolio 72,511 $2,565,439 0.02%
U.S. MICRO CAP PORTFOLIO 68,299 $2,416,419 0.03%
Schwab Small-Cap Index Fund 56,737 $2,007,355 0.03%
Dimensional U.S. Targeted Value ETF 54,578 $1,930,970 0.01%
Master Small Cap Index Series 43,719 $1,569,075 0.03%
Avantis U.S. Small Cap Equity ETF 40,946 $1,337,296 0.05%
WisdomTree U.S. SmallCap Dividend Fund 36,522 $1,310,775 0.06%
Fidelity Total Market Index Fund 35,923 $1,173,245 0.00%
Fidelity Series Total Market Index Fund 34,592 $1,129,775 0.00%
Nuveen Small Cap Blend Index Fund 30,722 $1,086,944 0.03%
Nuveen Equity Index Fund 28,945 $1,024,074 0.00%
EQ/2000 Managed Volatility Portfolio 26,652 $956,540 0.03%
Avantis U.S. Small Cap Value Fund 26,942 $879,926 0.05%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 23,712 $851,024 0.33%
Small Cap Value Fund 20,313 $729,034 0.11%
Fidelity Nasdaq Composite Index Fund 22,083 $721,231 0.00%
WisdomTree U.S. High Dividend Fund 18,272 $655,782 0.04%
EQ/Small Company Index Portfolio 18,110 $649,968 0.03%
LVIP State Street Small-Cap Index Fund 16,700 $599,363 0.03%
Fidelity Small Cap Growth Index Fund 14,321 $513,981 0.03%
Dimensional U.S. Core Equity 2 ETF 13,254 $468,927 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 12,871 $455,376 0.00%
Schwab Total Stock Market Index Fund 12,678 $448,548 0.00%
EQ/AB Small Cap Growth Portfolio 12,320 $442,165 0.02%
Schwab U.S. Broad Market ETF 13,494 $440,714 0.00%
Small Cap Index Fund 12,067 $433,085 0.03%
WisdomTree U.S. SmallCap Fund 11,950 $428,886 0.06%
VANGUARD BALANCED INDEX FUND 11,765 $422,246 0.00%
Avantis U.S. Equity ETF 12,902 $421,379 0.00%
Fidelity Small Cap Value Index Fund 11,349 $407,316 0.02%
Fidelity ZERO Total Market Index Fund 11,460 $405,455 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 12,353 $403,449 0.02%
Global X Russell 2000 ETF 11,192 $395,973 0.03%
First Trust NASDAQ ABA Community Bank Index Fund 10,102 $362,561 0.41%
Omni Small-Cap Value Fund 9,291 $333,454 0.03%
Showing 1–50 of 153 positions
Key facts CIK 1747068 CUSIP 59165J105 13F (30d) 19 filings 19 filers Visit website Investor relations