Titelia

Fund shareholders of Malibu Boats Inc

ISIN US56117J1007 · United States · LEI 549300MHGS3WZNRLUK77

Fund shareholders
176
Of which ETFs
36 140 other funds
Value held
≈ 188.1M $ 185.8M $ · 1.9M €
FundSharesValueWeight in fund
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 598,02416.4M $0.95 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 554,66115.2M $0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 542,21314.9M $0.06 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 506,49113.9M $0.02 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 231,0146.4M $0.03 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 229,8106.3M $0.01 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 220,1176M $0.48 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 219,4336M $0.02 %as of Jul 31, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 200,5595.5M $0.78 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 190,2925.2M $0.04 %as of Jun 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 175,7794.8M $0.46 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 175,5284.8M $0.05 %as of May 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 147,5434M $0.92 %as of Jun 30, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 142,1543.9M $1.28 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 134,3133.7M $0.71 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 113,3413.1M $0.04 %as of Jul 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 102,4512.8M $0.41 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 97,3252.7M $0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,8282.6M $0.01 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 91,4722.5M $0.01 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 87,4252.4M $0.01 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 86,7272.4M $0.14 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 76,7612.1M $0.03 %as of May 31, 2026 ↗
Janus Henderson Small Cap Value Fund Janus Investment Fund 72,2422M $0.16 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,9351.9M $0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 67,3281.9M $0.01 %as of Jul 31, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 64,8071.8M $1.90 %as of May 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 59,0211.6M $0.38 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 57,2601.6M $0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 53,7821.5M $0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 50,9571.4M $0.01 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 48,8121.3M $0.02 %as of Jul 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 48,2001.3M $0.62 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 45,9361.3M $0.10 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,9001.2M $0.09 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 42,4561.2M $0.05 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 39,8341.1M $0.25 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 37,4461M $0.02 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 36,179993.5K $0.00 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,591839.1K $0.00 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 29,754816.2K $0.41 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 28,898796.7K $0.03 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 28,381779.3K $0.00 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 28,015768.5K $0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 27,265748.7K $0.03 %as of May 31, 2026 ↗
Iman Fund Allied Asset Advisors Funds 26,688732.9K $0.27 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,287724.7K $0.02 %as of Jul 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 26,284721K $0.61 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 23,877655.7K $0.07 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 23,856655.1K $0.04 %as of May 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 23,696650K $1.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,486647.5K $0.00 %as of Jul 31, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 21,585592.1K $1.27 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,355585.8K $0.02 %as of Jun 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 21,113579.1K $0.04 %as of Jun 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 19,539536.5K $0.07 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,557509K $0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,372506.5K $0.00 %as of Jul 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 17,669487.1K $0.03 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 15,761434.5K $0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,660402.6K $0.03 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,904355.8K $0.00 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 12,600345.6K $0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,500342.9K $0.02 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,013329.9K $0.00 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 11,842326.5K $0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,217308K $0.00 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 11,183306.7K $0.04 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,461288.4K $0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,395286.6K $0.00 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,224281.9K $0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 10,170279K $0.02 %as of Jun 30, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 9,864270.6K $2.75 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,700266.1K $0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 9,678265.8K $0.00 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,553263.4K $0.02 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,147250.9K $0.00 %as of Jun 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 9,095249.7K $0.95 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,843242.6K $0.00 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,735239.6K $0.05 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 8,640237.3K $0.03 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,230225.7K $0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 7,453204.7K $0.02 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,259200.1K $0.02 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,201198.5K $0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,654182.5K $0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,577180.4K $0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,565180.1K $0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,014165.8K $0.00 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,777159.3K $0.00 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,718156.8K $0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,700156.4K $0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,120140.4K $0.00 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,334118.9K $0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,112112.8K $0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,095112.9K $0.00 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 3,654100.2K $0.03 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,50596.1K $0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,19788.1K $0.02 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,14386.2K $0.02 %as of Jun 30, 2026 ↗

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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.

FundWeight in fund
Cullen Small Cap Value Fund Cullen Funds Trust 2.75 %as of Jun 30, 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 1.90 %as of May 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.28 %as of Jul 31, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 1.27 %as of Jun 30, 2026 ↗
VALENTUM, FI VALENTUM ASSET MANAGEMENT, SGIIC, S.A. 1.18 %as of Dec 31, 2025 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 1.01 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 0.95 %as of Jun 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.95 %as of May 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.92 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3172-76,763,189-19.2 %
2026Q2179+28,370,304-1.0 %
2026Q1177-108,459,026-5.4 %
2025Q418708,943,543-5.3 %
2025Q3187-49,444,033-2.3 %
2025Q2191-19,663,529-1.1 %
2025Q1192+29,767,112+1.6 %
2024Q4190-99,611,547-0.6 %
2024Q3199-129,668,796-9.5 %
2024Q2211-710,678,855-1.9 %
2024Q1218-2710,889,971-3.0 %
2023Q424511,226,262

Institutional managers

128 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Parallel Advisors, LLC7,500,1197.5M $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC1,697,45744M $as of Mar 31, 2026
COOKE & BIELER LP1,488,66338.6M $as of Mar 31, 2026
BlackRock, Inc.1,446,42737.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,403,40736.4M $as of Mar 31, 2026
Twin Lions Management LLC1,113,20128.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP967,06825.1M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.914,83723.7M $as of Mar 31, 2026
Lodge Hill Capital, LLC905,01423.5M $as of Mar 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/694,76318M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC581,93315.1M $as of Mar 31, 2026
Capital World Investors515,20613.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC475,79612.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC453,07711.7M $as of Mar 31, 2026
STATE STREET CORP443,97311.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC401,85210.4M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC391,75010.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/343,0428.9M $as of Mar 31, 2026
MORGAN STANLEY284,3617.4M $as of Mar 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLC270,6627M $as of Mar 31, 2026
Atom Investors LP231,8496M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP216,7665.6M $as of Mar 31, 2026
Meros Investment Management, LP215,1945.6M $as of Mar 31, 2026
FMR LLC176,3694.6M $as of Mar 31, 2026
NORTHERN TRUST CORP166,3374.3M $as of Mar 31, 2026

Declared shareholders of Malibu Boats Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others6.30 %1,237,871as of Jun 30, 2026 · SCHEDULE 13G
Cooke & Bieler L.P. 5.60 %1,103,942as of Jun 30, 2026 · SCHEDULE 13G
Twin Lions Management LLC and 1 other2.60 %504,210as of Jun 30, 2026 · SCHEDULE 13G
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. and 1 other0.00 %0as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Malibu Boats Inc". https://titelia.com/en/stocks/malibu-boats-inc-US56117J1007