As of the latest SEC filings, MARCHEX INC (MCHX) is held by 18 institutional funds. The largest fund shareholder is Philotimo Focused Growth & Income (PHLOX), holding an estimated $2,015,601.40 in market value, representing 1.80% of its portfolio.
Funds holding MARCHEX INC (MCHX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MCHX
- CIK:
- 0001224133
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PHLOX
Philotimo Focused Growth & Income
|
MF | Independent / Boutique | 1.80% | $2,015,601.40 | 1,300,388 | Mar 31, 2026 | May 14, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,013,546.55 | 653,901 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $639,111.50 | 412,330 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $277,416.93 | 188,719 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $100,477.44 | 68,352 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $87,801.30 | 56,646 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.07% | $84,475.00 | 54,500 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $69,381.06 | 47,198 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $46,475.52 | 31,616 | Feb 28, 2026 | Apr 24, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $42,304.62 | 24,313 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $23,580.48 | 13,552 | Apr 30, 2026 | Jun 29, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $23,412.75 | 15,105 | Mar 31, 2026 | May 28, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.00% | $9,433.30 | 6,086 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP Dimensional U.S. Core Equity 2 Fund
|
ETF | Independent / Boutique | 0.00% | $8,277.00 | 5,340 | Mar 31, 2026 | May 18, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $6,911.45 | 4,459 | Mar 31, 2026 | May 26, 2026 |
|
-
JNL/DFA U.S. Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $218.55 | 141 | Mar 31, 2026 | May 28, 2026 |
|
-
AZL DFA U.S. Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $203.05 | 131 | Mar 31, 2026 | Jun 1, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $179.80 | 116 | Mar 31, 2026 | May 28, 2026 |
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