Fund shareholders of Malibu Boats Inc
ISIN US56117J1007 · United States · LEI 549300MHGS3WZNRLUK77
- Fund shareholders
- 183
- Of which ETFs
- 37 146 other funds
- Value held
- ≈ 227.1M $ 224.8M $ · 1.9M €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 672,888 | 19.6M $ | 0.34 % | as of Feb 27, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 567,561 | 14.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 542,235 | 14.1M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 521,305 | 13.5M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 470,435 | 13.7M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 451,788 | 11.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 382,673 | 9.9M $ | 0.85 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 240,964 | 6.2M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 227,395 | 6.6M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 218,751 | 6.4M $ | 0.53 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 218,565 | 5.6M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 211,810 | 5.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GMO Small Cap Quality Fund GMO TRUST | 200,559 | 5.8M $ | 0.85 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 182,849 | 4.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 178,206 | 4.6M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 156,697 | 4.1M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 142,154 | 3.6M $ | 1.37 % | as of Apr 30, 2026 ↗ |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 138,619 | 3.6M $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 120,963 | 3.1M $ | 0.72 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 109,307 | 2.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 102,155 | 3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 98,283 | 2.9M $ | 0.45 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 95,850 | 2.5M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 92,719 | 2.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 91,660 | 2.7M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 87,425 | 2.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 81,391 | 2.1M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 76,190 | 2.2M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 69,594 | 1.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 66,240 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 64,807 | 1.9M $ | 1.99 % | as of Feb 28, 2026 ↗ |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,863 | 1.6M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 61,988 | 1.6M $ | 0.45 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 57,260 | 1.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 48,200 | 1.2M $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 47,882 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 46,915 | 1.2M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,900 | 1.1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Tweedy, Browne Insider + Value ETF RBB Fund Trust | 43,204 | 1.3M $ | 0.42 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 40,861 | 1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 40,779 | 1.1M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 39,127 | 1.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,179 | 1.1M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,818 | 891.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nomura Smid Cap Core Fund IVY FUNDS | 33,899 | 878.7K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 31,681 | 821.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 29,944 | 766.6K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,775 | 771.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 27,765 | 806.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Iman Fund Allied Asset Advisors Funds | 26,688 | 775.6K $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 23,856 | 693.3K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 23,719 | 607.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 22,808 | 591.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 22,391 | 580.4K $ | 1.41 % | as of Mar 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 21,226 | 550.2K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 20,037 | 519.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 19,592 | 501.6K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 19,539 | 567.8K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 19,204 | 558.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 19,156 | 496.5K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 18,584 | 481.7K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,372 | 470.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 15,936 | 413.1K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 15,761 | 403.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,541 | 393.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,000 | 337K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,316 | 319.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 12,142 | 352.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 12,000 | 307.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 11,448 | 296.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 11,217 | 326K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,206 | 286.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 10,395 | 266.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,044 | 260.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,700 | 251.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 9,678 | 281.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 9,673 | 250.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 9,600 | 248.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,904 | 227.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 8,843 | 229.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Cullen Small Cap Value Fund Cullen Funds Trust | 8,812 | 228.4K $ | 2.56 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 8,735 | 226.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 8,492 | 246.8K $ | 0.92 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,230 | 213.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 8,113 | 207.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 8,082 | 209.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 8,018 | 205.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 8,012 | 207.7K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,453 | 216.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,259 | 185.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 7,167 | 185.8K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,654 | 172.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,565 | 170.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,479 | 165.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,014 | 154K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,931 | 153.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,777 | 147.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,700 | 147.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 5,239 | 135.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 5,162 | 133.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Cullen Small Cap Value Fund Cullen Funds Trust | 2.56 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / AUDAX ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 2.51 % | as of Dec 31, 2025 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 1.99 % | as of Feb 28, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 1.41 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 1.37 % | as of Apr 30, 2026 ↗ |
| VALENTUM, FI VALENTUM ASSET MANAGEMENT, SGIIC, S.A. | 1.18 % | as of Dec 31, 2025 ↗ |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.95 % | as of Mar 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 0.95 % | as of Mar 31, 2026 ↗ |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 0.92 % | as of Feb 28, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 0.90 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 179 | +2 | 8,370,304 | -1.0 % |
| 2026Q1 | 177 | -10 | 8,459,026 | -5.4 % |
| 2025Q4 | 187 | 0 | 8,943,543 | -5.3 % |
| 2025Q3 | 187 | -4 | 9,444,033 | -2.3 % |
| 2025Q2 | 191 | -1 | 9,663,529 | -1.1 % |
| 2025Q1 | 192 | +2 | 9,767,112 | +1.6 % |
| 2024Q4 | 190 | -9 | 9,611,547 | -0.6 % |
| 2024Q3 | 199 | -12 | 9,668,796 | -9.5 % |
| 2024Q2 | 211 | -7 | 10,678,855 | -1.9 % |
| 2024Q1 | 218 | -27 | 10,889,971 | -3.0 % |
| 2023Q4 | 245 | 11,226,262 |
Institutional managers
128 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Parallel Advisors, LLC | 7,500,119 | 7.5M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 1,697,457 | 44M $ | as of Mar 31, 2026 |
| COOKE & BIELER LP | 1,488,663 | 38.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,446,427 | 37.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,403,407 | 36.4M $ | as of Mar 31, 2026 |
| Twin Lions Management LLC | 1,113,201 | 28.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 967,068 | 25.1M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 914,837 | 23.7M $ | as of Mar 31, 2026 |
| Lodge Hill Capital, LLC | 905,014 | 23.5M $ | as of Mar 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 694,763 | 18M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 581,933 | 15.1M $ | as of Mar 31, 2026 |
| Capital World Investors | 515,206 | 13.4M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 475,796 | 12.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 453,077 | 11.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 443,973 | 11.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 401,852 | 10.4M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 391,750 | 10.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 343,042 | 8.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 284,361 | 7.4M $ | as of Mar 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 270,662 | 7M $ | as of Mar 31, 2026 |
| Atom Investors LP | 231,849 | 6M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 216,766 | 5.6M $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 215,194 | 5.6M $ | as of Mar 31, 2026 |
| FMR LLC | 176,369 | 4.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 166,337 | 4.3M $ | as of Mar 31, 2026 |
Declared shareholders of Malibu Boats Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 7.50 % | 1,403,407 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Malibu Boats Inc". https://titelia.com/en/stocks/malibu-boats-inc-US56117J1007