As of the latest SEC filings, MetroCity Bankshares, Inc. (MCBS) is held by 151 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $18,081,079.54 in market value, representing a significant portion of its portfolio.
Funds holding MetroCity Bankshares, Inc. (MCBS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MCBS
- CIK:
- 0001747068
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $18,081,079.54 | 630,662 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $14,692,514.90 | 512,470 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.06% | $13,844,589.00 | 492,690 | Feb 28, 2026 | Apr 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,016,206.75 | 219,325 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,624,862.91 | 231,073 | Mar 31, 2026 | May 28, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.43% | $3,725,395.45 | 116,455 | Apr 30, 2026 | Jun 25, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $2,982,138.72 | 104,016 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,798,900.50 | 99,605 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,787,928.50 | 87,150 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,732,696.90 | 97,249 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,611,631.61 | 81,639 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,563,001.00 | 91,210 | Feb 28, 2026 | Apr 24, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.33% | $2,310,687.32 | 80,596 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $2,198,800.66 | 68,734 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,036,675.34 | 63,666 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,027,972.45 | 70,735 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.13% | $1,597,205.70 | 55,710 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,557,944.99 | 48,701 | Apr 30, 2026 | Jun 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,550,363.36 | 48,464 | Apr 30, 2026 | Jun 25, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.05% | $1,177,277.60 | 41,896 | Feb 28, 2026 | Apr 29, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.06% | $1,129,999.38 | 39,414 | Mar 31, 2026 | Jun 1, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $925,950.55 | 28,945 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $919,263.40 | 32,714 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.02% | $913,913.59 | 31,877 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $795,539.10 | 28,311 | Feb 28, 2026 | Apr 24, 2026 |
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