Funds holding Medallion Financial Corp.
96 funds declare a position · 17 ETFs and 79 other funds · 26M $ · US5839281061
Funds report on different dates: each line carries its own.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 655,273 | 5.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 463,412 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 181,711 | 1.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 171,605 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 177,668 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 158,000 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 138,654 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 88,999 | 898K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 80,224 | 809.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 78,000 | 667.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 54,659 | 467.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 54,500 | 466.5K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 54,135 | 463.4K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 53,744 | 460K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 41,329 | 353.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 33,784 | 340.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 36,226 | 331.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 24,816 | 250.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 27,247 | 233.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,395 | 205.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 20,020 | 202K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,780 | 186.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,781 | 172K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 18,629 | 159.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 16,808 | 143.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 14,135 | 121K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,836 | 119.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,337 | 114.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 11,852 | 101.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,600 | 99.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 11,449 | 98K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 9,643 | 82.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 8,783 | 80.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,935 | 67.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 6,614 | 66.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,764 | 66.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 7,211 | 66.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,459 | 63.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 7,420 | 63.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,557 | 60.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,243 | 52.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,800 | 49.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,700 | 48.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 5,255 | 45K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,474 | 35.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,822 | 35K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,869 | 33.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,591 | 32.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,727 | 31.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,469 | 29.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,453 | 29.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,939 | 25.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,454 | 24.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,861 | 24.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,600 | 22.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,508 | 21.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,502 | 21.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 2,480 | 21.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 1,917 | 19.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,092 | 19.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,870 | 16K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,835 | 15.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,757 | 15K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,629 | 14.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,443 | 14.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,491 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,456 | 12.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,347 | 11.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,207 | 11.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,200 | 10.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,007 | 10.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,002 | 10.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 944 | 9.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 1,034 | 8.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 799 | 8.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 861 | 7.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 836 | 7.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 703 | 7.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 767 | 6.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 709 | 6.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 602 | 5.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 468 | 4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 344 | 3.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 3.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 186 | 1.7K $ | as of Apr 30, 2026 · Original filing | |
| ULTRA SMALL CAP PROFUND ProFunds | 183 | 1.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 90 | 824.4 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 83 | 710.5 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 54 | 462.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 41 | 351 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 38 | 325.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 30 | 274.8 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 23 | 196.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 17 | 171.5 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 34.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 30.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |