Funds holding MVB Financial Corp
148 funds declare a position · 28 ETFs and 120 other funds · 63M $ · US5538101024
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 355,925 | 8.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 293,803 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 178,792 | 4.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 135,064 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 110,925 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares Russell 2000 Value ETF iShares Trust | 96,415 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 7 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,489 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 70,332 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 60,604 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 10 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 56,970 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 11 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,277 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 12 | DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 52,471 | 1.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 13 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,321 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 45,229 | 1.1M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 15 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 43,884 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 43,129 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 41,950 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 35,691 | 886.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 19 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 32,600 | 809.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 20 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 31,503 | 823.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 28,349 | 703.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 22 | Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 27,293 | 713.2K $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| 23 | Nuveen Equity Index Fund TIAA-CREF Funds | 26,140 | 683K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 24 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 24,569 | 642K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 25 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 23,321 | 609.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 26 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 21,636 | 584.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,313 | 530.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | Master Small Cap Index Series Quantitative Master Series LLC | 19,753 | 490.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 18,570 | 501.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,645 | 449.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,895 | 415.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 15,100 | 374.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 33 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 14,402 | 376.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 34 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 14,000 | 347.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,868 | 344.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 36 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,030 | 298.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,908 | 246K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 38 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 9,747 | 242K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | SmallCap Value Fund II Principal Funds, Inc | 9,487 | 247.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 40 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,284 | 230.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 9,230 | 229.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 42 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,542 | 223.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,385 | 226.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 44 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,282 | 216.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | AST Small-Cap Equity Portfolio Advanced Series Trust | 8,060 | 200.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 46 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,500 | 186.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,307 | 181.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,189 | 194.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,548 | 162.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 50 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 6,504 | 161.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,449 | 168.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 6,220 | 162.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 53 | EQ/Small Company Index Portfolio EQ Advisors Trust | 6,050 | 150.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares Russell 3000 ETF iShares Trust | 5,656 | 140.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | Small Cap Index Fund Northern Funds | 5,400 | 134.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,334 | 132.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | Global X Russell 2000 ETF GLOBAL X FUNDS | 4,880 | 127.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 58 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 4,756 | 124.3K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 59 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,605 | 120.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,437 | 110.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 61 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 4,402 | 118.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 62 | Small Cap Index Fund VALIC Co I | 4,242 | 114.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 63 | Avantis U.S. Equity ETF American Century ETF Trust | 4,220 | 113.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,208 | 110K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 65 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 4,200 | 104.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 66 | Diversified Equity Master Portfolio Master Investment Portfolio | 4,153 | 103.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,115 | 107.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,791 | 94.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,773 | 93.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 3,585 | 89K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,329 | 82.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 3,281 | 81.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 73 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,938 | 73K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,893 | 78.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 75 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,840 | 76.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 76 | Acuitas Small Cap Active ETF Series Portfolios Trust | 2,723 | 67.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 77 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,685 | 70.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,630 | 65.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,600 | 67.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,520 | 62.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,400 | 64.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 82 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,332 | 63K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 83 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,183 | 54.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,178 | 54.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 85 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,086 | 54.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,010 | 49.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 87 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,794 | 46.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 88 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,727 | 45.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,675 | 41.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,573 | 39.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 91 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,544 | 38.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,500 | 39.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 1,423 | 35.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,418 | 35.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | Victory Extended Market Index Fund Victory Portfolios III | 1,308 | 34.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,298 | 33.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 97 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,276 | 31.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,273 | 31.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,120 | 27.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 100 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,074 | 26.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
104 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,766,203 | 43.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 939,037 | 23.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 506,608 | 12.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 269,910 | 6.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 246,762 | 6.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 242,215 | 6M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 187,919 | 4.7M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 124,365 | 3.1M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 117,116 | 2.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 115,674 | 2.9M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 91,244 | 2.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 88,283 | 2.2M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 87,409 | 2.2M $ | as of Mar 31, 2026 |
| Pure Financial Advisors, LLC | 84,824 | 2.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 77,551 | 1.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 76,235 | 1.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 72,567 | 1.8M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 71,131 | 1.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 60,981 | 1.5M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 59,370 | 1.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 57,897 | 1.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 55,331 | 1.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 54,309 | 1.3M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 52,821 | 1.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 49,615 | 1.2M $ | as of Mar 31, 2026 |