As of the latest SEC filings, MIDDLEFIELD BANC CORP (MBCN) is held by 20 institutional funds. The largest fund shareholder is Fidelity Extended Market Index Fund (FSMAX), holding an estimated $1,309,325.29 in market value, representing a significant portion of its portfolio.
Funds holding MIDDLEFIELD BANC CORP (MBCN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MBCN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,309,325.29 | 38,887 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,222,221.00 | 36,300 | Feb 28, 2026 | Apr 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $453,097.19 | 13,457 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $345,016.49 | 10,247 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $182,289.38 | 5,414 | Feb 28, 2026 | Apr 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $127,104.25 | 3,775 | Feb 28, 2026 | Apr 24, 2026 |
|
VCSLX
Small Cap Index Fund
|
MF | Corebridge / VALIC | 0.01% | $99,360.17 | 2,951 | Feb 28, 2026 | Apr 29, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.01% | $88,114.39 | 2,617 | Feb 28, 2026 | Apr 28, 2026 |
|
LONAX
Longboard Fund
|
MF | Independent / Boutique | 0.07% | $73,366.93 | 2,179 | Feb 28, 2026 | Apr 28, 2026 |
|
SMXAX
SIIT EXTENDED MARKET INDEX FUND
|
MF | Independent / Boutique | 0.01% | $70,707.00 | 2,100 | Feb 28, 2026 | Apr 28, 2026 |
|
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
ETF | Invesco | 0.02% | $52,558.87 | 1,561 | Feb 28, 2026 | Apr 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $21,313.11 | 633 | Feb 28, 2026 | Apr 29, 2026 |
|
UWM
ProShares Ultra Russell2000
|
ETF | ProShares | 0.01% | $15,286.18 | 454 | Feb 28, 2026 | Apr 24, 2026 |
|
URTY
ProShares UltraPro Russell2000
|
ETF | ProShares | 0.00% | $15,252.51 | 453 | Feb 28, 2026 | Apr 24, 2026 |
|
VTHR
VANGUARD RUSSELL 3000 INDEX FUND
|
ETF | Vanguard | 0.00% | $15,084.16 | 448 | Feb 28, 2026 | Apr 28, 2026 |
|
ITWO
ProShares Russell 2000 High Income ETF
|
ETF | ProShares | 0.01% | $10,673.39 | 317 | Feb 28, 2026 | Apr 24, 2026 |
|
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
ETF | Morgan Stanley | 0.00% | $10,235.68 | 304 | Feb 28, 2026 | Apr 27, 2026 |
|
DSMZX
Destinations Small-Mid Cap Equity Fund
|
MF | Independent / Boutique | 0.00% | $4,848.48 | 144 | Feb 28, 2026 | Apr 28, 2026 |
|
HDG
ProShares Hedge Replication ETF
|
ETF | ProShares | 0.00% | $235.69 | 7 | Feb 28, 2026 | Apr 24, 2026 |
|
RB
ProShares Russell 2000 Dynamic Buffer ETF
|
ETF | ProShares | 0.01% | $67.34 | 2 | Feb 28, 2026 | Apr 24, 2026 |
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