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MCHB · Mechanics Bancorp · Held by Funds

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$14.64 -0.03 (-0.20%) At close · Oct 30 Q3 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$3.24B
Shares
221.43M
Volume · Oct 30 881.9K Avg daily vol (3M) 535.16K

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 MCHB by Fund Type

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

Index funds and index ETFs hold 3.54% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.81% 1,789,969
Index ETFs 2.73% 6,045,750
Active ETFs 0.08% 166,919
Active funds 0.34% 741,929
Unclassified 0.00% 4,041
All registered funds 3.95% 8,748,608
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 MCHB

160 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,057,674 $16,817,017 0.00%
iShares Russell 2000 ETF 1,052,325 $16,731,968 0.02%
WisdomTree U.S. SmallCap Dividend Fund 787,235 $12,517,037 0.57%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 687,788 $10,935,829 0.23%
VANGUARD EXTENDED MARKET INDEX FUND 553,935 $8,807,567 0.01%
Fidelity Small Cap Index Fund 457,530 $7,681,929 0.02%
iShares Russell 2000 Value ETF 393,383 $6,254,790 0.04%
Fidelity Extended Market Index Fund 235,284 $3,703,370 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 230,408 $3,626,622 0.02%
Schwab U.S. Small-Cap ETF 227,641 $3,583,069 0.02%
WisdomTree U.S. High Dividend Fund 156,955 $2,495,585 0.17%
Fidelity Nasdaq Composite Index Fund 132,263 $2,081,820 0.01%
Schwab Fundamental U.S. Small Company ETF 117,655 $1,851,890 0.02%
First Trust Small Cap Growth AlphaDEX Fund 108,306 $1,818,458 0.14%
U.S. MICRO CAP PORTFOLIO 101,086 $1,697,234 0.02%
U.S. SMALL CAP PORTFOLIO 99,835 $1,676,230 0.01%
Schwab Small-Cap Index Fund 97,673 $1,639,930 0.02%
Fidelity Total Market Index Fund 100,286 $1,578,502 0.00%
iShares Core S&P Total U.S. Stock Market ETF 78,295 $1,244,891 0.00%
First Trust NASDAQ ABA Community Bank Index Fund 77,649 $1,234,619 1.41%
Fidelity Series Total Market Index Fund 77,723 $1,223,360 0.00%
Master Small Cap Index Series 74,074 $1,177,777 0.02%
Fidelity Nasdaq Composite Index ETF 73,803 $1,161,659 0.01%
Dimensional U.S. Small Cap ETF 63,163 $1,060,507 0.01%
Emerald Finance & Banking Innovation Fund 60,462 $1,015,157 2.09%
Dimensional US Small Cap Value ETF 57,808 $970,596 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 57,659 $968,095 0.00%
Fidelity Small Cap Value Index Fund 58,617 $932,010 0.04%
Nuveen Small Cap Blend Index Fund 52,864 $887,587 0.02%
Dimensional U.S. Targeted Value ETF 50,803 $852,982 0.01%
U.S. Targeted Value Portfolio 49,723 $834,849 0.00%
EQ/2000 Managed Volatility Portfolio 46,883 $745,440 0.02%
Direxion Daily Regional Banks Bull 3X Shares 41,485 $696,533 0.16%
TIFF MULTI-ASSET FUND 40,298 $640,738 0.04%
Multi-Manager Small Cap Equity Strategies Fund 40,500 $637,470 0.06%
SPDR(R) S & P 600 Small Cap ETF 34,864 $627,203 0.04%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 37,756 $594,279 0.04%
Nuveen Equity Index Fund 33,216 $557,697 0.00%
Schwab Fundamental U.S. Small Company Index Fund 30,691 $515,302 0.02%
VOYA SMALL COMPANY PORTFOLIO 30,513 $485,157 0.22%
EQ/Small Company Index Portfolio 28,780 $457,602 0.02%
Schwab Total Stock Market Index Fund 27,221 $457,041 0.00%
Fidelity ZERO Total Market Index Fund 26,489 $444,750 0.00%
Schwab U.S. Broad Market ETF 27,964 $440,153 0.00%
Bridge Builder Tax Managed Small/Mid Cap Fund 25,245 $401,396 0.01%
LVIP State Street Small-Cap Index Fund 25,229 $401,141 0.02%
Invesco RAFI US 1500 Small-Mid ETF 22,388 $375,895 0.01%
VANGUARD BALANCED INDEX FUND 22,604 $359,404 0.00%
Voya MI Dynamic Small Cap Fund 21,663 $340,976 0.22%
Bridge Builder Small/Mid Cap Value Fund 21,431 $340,753 0.00%
Showing 1–50 of 160 positions
Key facts CIK 1518715 CUSIP 43785V102 13F (30d) 31 filings 29 filers Visit website Investor relations