As of the latest SEC filings, MEDLEY INC (MDLYF) is held by 11 institutional funds. The largest fund shareholder is Longleaf Partners Global Fund (LLGLX), holding an estimated $8,521,167.14 in market value, representing 1.29% of its portfolio.
Funds holding MEDLEY INC (MDLYF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MDLYF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LLGLX
Longleaf Partners Global Fund
|
MF | Independent / Boutique | 1.29% | $8,521,167.14 | 711,800 | Mar 31, 2026 | May 29, 2026 |
|
PCSCX
Polar Capital International Small Company Fund
|
MF | Independent / Boutique | 0.94% | $1,075,604.06 | 88,800 | Mar 31, 2026 | May 28, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.00% | $734,489.91 | 61,500 | Mar 31, 2026 | May 28, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.01% | $621,930.79 | 48,941 | Feb 28, 2026 | Apr 24, 2026 |
|
-
THE JAPANESE SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.01% | $191,440.28 | 13,322 | Apr 30, 2026 | Jun 24, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.01% | $111,069.21 | 9,300 | Mar 31, 2026 | May 28, 2026 |
|
DISMX
International Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $67,540.11 | 4,700 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.01% | $50,295.82 | 3,500 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $40,236.66 | 2,800 | Apr 30, 2026 | Jun 24, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $34,488.57 | 2,400 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse/Dimensional International Small Company Portfolio
|
ETF | Independent / Boutique | 0.00% | $20,505.58 | 1,700 | Mar 31, 2026 | May 28, 2026 |
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