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 | |
|---|---|---|---|---|
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,560 | 116.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,444 | 115.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,607 | 93.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,561 | 91.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,505 | 90.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,435 | 89K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,114 | 90.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,835 | 72.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,824 | 72.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,775 | 80.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,724 | 70.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,719 | 70.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,630 | 68.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,491 | 64.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,468 | 63.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,421 | 62K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,401 | 61.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,369 | 61.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,194 | 56.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,116 | 54.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,100 | 61K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,073 | 53.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,068 | 52.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,040 | 52.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,038 | 59.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,875 | 54.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,651 | 42.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,599 | 40.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,566 | 40.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,546 | 40.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,544 | 40K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,483 | 43.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,431 | 41.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,429 | 37K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,360 | 35.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,332 | 34.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,321 | 34.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,279 | 33.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,215 | 31.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,145 | 33.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,140 | 33.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,123 | 29.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,096 | 28.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,084 | 28.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,042 | 30.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 932 | 24.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 931 | 24.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 853 | 24.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 814 | 21.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 801 | 23.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 752 | 21.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 698 | 17.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 688 | 17.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 654 | 17K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 15.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 594 | 15.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 517 | 15K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 460 | 11.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 439 | 11.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 377 | 9.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 287 | 7.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 275 | 8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 208 | 5.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 202 | 5.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 189 | 4.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 134 | 3.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 100 | 2.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 96 | 2.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 86 | 2.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 62 | 1.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 47 | 1.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 44 | 1.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 40 | 1.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 34 | 870.4 $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 25 | 648 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 19 | 552.1 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 14 | 358.4 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 174.4 $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 129.6 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VALENTUM, FI VALENTUM ASSET MANAGEMENT, SGIIC, S.A. | 1.5M € | 1.18 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / AUDAX ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 341.8K € | 2.51 % | as of Dec 31, 2025 ↗ | |
| VALENTUM MAGNO, FI VALENTUM ASSET MANAGEMENT, SGIIC, S.A. | 59.8K € | 0.83 % | as of Dec 31, 2025 ↗ | |
| DEEP VALUE INTERNATIONAL, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 30K € | 0.04 % | as of Dec 31, 2025 ↗ |
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