As of the latest SEC filings, MEDALLION FINANCIAL CORP (MFIN) is held by 97 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $5,609,136.88 in market value, representing a significant portion of its portfolio.
Funds holding MEDALLION FINANCIAL CORP (MFIN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MFIN
- CIK:
- 0001000209
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,609,136.88 | 655,273 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,966,806.72 | 463,412 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $1,833,463.99 | 181,711 | Feb 28, 2026 | Apr 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,571,901.80 | 171,605 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,520,838.08 | 177,668 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.03% | $1,352,480.00 | 158,000 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,186,878.24 | 138,654 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $897,999.91 | 88,999 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $809,460.16 | 80,224 | Feb 28, 2026 | Apr 28, 2026 |
|
GCCSX
The Gabelli Small Cap Growth Fund
|
MF | GAMCO / Gabelli | 0.04% | $667,680.00 | 78,000 | Mar 31, 2026 | Jun 1, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $485,266.40 | 56,690 | Mar 31, 2026 | Jun 1, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.04% | $467,881.04 | 54,659 | Mar 31, 2026 | May 21, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.26% | $466,520.00 | 54,500 | Mar 31, 2026 | Jun 1, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.47% | $463,395.60 | 54,135 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.37% | $460,048.64 | 53,744 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $353,776.24 | 41,329 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $340,880.56 | 33,784 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $331,830.16 | 36,226 | Apr 30, 2026 | Jun 25, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $250,393.44 | 24,816 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $233,234.32 | 27,247 | Mar 31, 2026 | May 28, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.02% | $205,785.55 | 20,395 | Feb 28, 2026 | Apr 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $202,001.80 | 20,020 | Feb 28, 2026 | Apr 29, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $186,436.80 | 21,780 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $172,033.96 | 18,781 | Apr 30, 2026 | Jun 24, 2026 |
|
-
NVIT GS Small Cap Equity Insights Fund
|
ETF | Independent / Boutique | 0.08% | $159,464.24 | 18,629 | Mar 31, 2026 | May 18, 2026 |
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