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MFIN · Medallion Financial Corp · Held by Funds

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$11.20 -0.02 (-0.18%) At close · Oct 20
Russell 2000 member Rebalance outlook locked
Market Cap
$257.61M
Shares
22.96M
Volume · Oct 20 30.79K Avg daily vol (3M) 67.37K

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 MFIN by Fund Type

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

Index funds and index ETFs hold 9.27% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.38% 546,306
Index ETFs 6.89% 1,583,081
Active ETFs 0.27% 61,809
Active funds 2.64% 606,629
Unclassified 0.91% 208,775
All registered funds 13.09% 3,006,600
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 MFIN

99 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 518,743 $5,296,366 0.00%
iShares Russell 2000 ETF 503,777 $5,143,563 0.01%
Fidelity Small Cap Index Fund 195,458 $1,942,853 0.01%
iShares Russell 2000 Value ETF 187,523 $1,914,610 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 177,012 $1,807,293 0.00%
Avantis U.S. Small Cap Value ETF 181,711 $1,768,048 0.01%
1290 VT GAMCO Small Company Value Portfolio 158,000 $1,613,180 0.04%
Fidelity Extended Market Index Fund 88,001 $856,250 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 83,012 $807,707 0.00%
The Gabelli Small Cap Growth Fund 78,000 $796,380 0.04%
EA Bridgeway Omni Small-Cap Value ETF 60,735 $620,104 0.03%
iShares Micro-Cap ETF 56,561 $577,488 0.04%
Omni Small-Cap Value Fund 54,659 $558,068 0.04%
TETON Westwood Mighty Mites Fund 54,500 $556,445 0.26%
Ultra-Small Company Market Fund 53,744 $548,726 0.37%
ACUITAS US MICROCAP FUND 49,085 $501,158 0.42%
Schwab Small-Cap Index Fund 41,020 $407,739 0.01%
Fidelity Total Market Index Fund 33,784 $328,718 0.00%
Master Small Cap Index Series 27,247 $278,192 0.00%
Fidelity Small Cap Value Index Fund 24,981 $255,056 0.01%
Goldman Sachs Absolute Return Tracker Fund 24,647 $251,646 0.00%
Fidelity Series Total Market Index Fund 25,432 $247,453 0.00%
EQ/2000 Managed Volatility Portfolio 23,806 $243,059 0.01%
Nuveen Small Cap Blend Index Fund 22,405 $222,706 0.01%
NVIT GS Small Cap Equity Insights Fund 20,510 $209,407 0.10%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 20,671 $201,129 0.02%
Avantis U.S. Small Cap Equity ETF 20,020 $194,795 0.01%
Ultra-Small Company Fund 17,063 $174,213 0.18%
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund 16,307 $166,494 0.07%
Fidelity Nasdaq Composite Index Fund 15,603 $151,817 0.00%
SIMT Small Cap Value Fund 11,852 $121,009 0.04%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 12,388 $120,535 0.01%
LVIP State Street Small-Cap Index Fund 11,600 $118,436 0.01%
SIMT Small Cap Fund 9,643 $98,455 0.02%
Small Cap Index Fund 8,953 $91,410 0.01%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 7,935 $81,016 0.00%
Global X Russell 2000 ETF 8,058 $80,097 0.01%
VANGUARD BALANCED INDEX FUND 7,764 $79,270 0.00%
Invesco RAFI US 1500 Small-Mid ETF 7,720 $76,737 0.00%
Bridge Builder Small/Mid Cap Value Fund 7,459 $76,156 0.00%
Small-Cap Index Portfolio 6,645 $67,845 0.01%
Schwab Total Stock Market Index Fund 6,557 $65,177 0.00%
Small Cap Index Fund 6,614 $64,354 0.00%
Small-Cap Value Portfolio 5,800 $59,218 0.01%
MetLife Russell 2000 Index Portfolio 5,736 $58,565 0.01%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 5,700 $58,197 0.00%
NVIT Small Cap Index Fund 4,895 $49,978 0.01%
1290 VT Micro Cap Portfolio 3,877 $39,584 0.02%
ATM Small Cap Managed Volatility Portfolio 3,727 $38,053 0.00%
iShares Total U.S. Stock Market Index Fund 3,822 $37,991 0.00%
Showing 1–50 of 99 positions
Key facts CIK 1000209 CUSIP 583928106 13F (30d) 10 filings 10 filers Visit website Investor relations