Titelia

Fund shareholders of Marcus & Millichap Inc

ISIN US5663241090 · United States · LEI 549300B2HE8ULXNB1N48

Fund shareholders
207
Of which ETFs
54 153 other funds
Value held
294.1M $
Share of capital
28.8 % of 37.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,489,82739.6M $0.04 %3.93 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 939,50326.1M $0.04 %2.48 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 767,19220.4M $0.00 %2.03 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 613,71616.3M $0.02 %1.62 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 527,70014M $0.01 %1.39 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 454,81612.1M $2.12 %1.20 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 336,9229M $0.01 %0.89 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 268,8257.1M $0.01 %0.71 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 237,5286.6M $0.02 %0.63 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 232,8346.2M $0.08 %0.61 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 220,7695.9M $0.04 %0.58 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 210,1525.6M $0.04 %0.55 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 204,7125.7M $0.08 %0.54 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 185,4155.2M $0.03 %0.49 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 173,9124.8M $0.03 %0.46 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 168,4104.5M $0.05 %0.44 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 165,9714.6M $0.04 %0.44 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 141,5823.7M $0.04 %0.37 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 136,1983.6M $0.15 %0.36 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 132,2813.7M $0.05 %0.35 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 131,4553.7M $0.03 %0.35 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 127,3793.4M $0.01 %0.34 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 124,3383.3M $0.08 %0.33 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 123,7963.4M $0.03 %0.33 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 122,2653.3M $0.00 %0.32 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 119,1143.1M $0.02 %0.31 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 116,3153.1M $0.01 %0.31 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 96,2722.7M $0.02 %0.25 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 90,2062.5M $0.26 %0.24 %as of Apr 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 89,7982.5M $0.07 %0.24 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 89,4992.5M $0.01 %0.24 %as of Apr 30, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 83,8652.2M $2.33 %0.22 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 82,9352.2M $0.04 %0.22 %as of Feb 28, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 70,2031.9M $0.10 %0.19 %as of Mar 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 56,3911.6M $0.78 %0.15 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 55,6751.5M $0.06 %0.15 %as of Feb 28, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 54,0181.4M $0.21 %0.14 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 53,9601.4M $0.03 %0.14 %as of Feb 27, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 53,0641.4M $0.08 %0.14 %as of Feb 28, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 52,0501.4M $0.05 %0.14 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 51,9001.4M $0.02 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,5621.3M $0.00 %0.13 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 45,4931.2M $0.00 %0.12 %as of Feb 28, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 41,7061.1M $0.34 %0.11 %as of Mar 31, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 41,0001.1M $0.25 %0.11 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 39,9651.1M $0.02 %0.11 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 38,3981M $0.04 %0.10 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,8571.1M $0.00 %0.10 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 37,8101M $0.04 %0.10 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 37,077979.2K $0.04 %0.10 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 35,290932K $0.00 %0.09 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 33,158921.5K $0.04 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 32,908875K $0.00 %0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 32,747870.7K $0.04 %0.09 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,638851.4K $0.02 %0.08 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 30,498805.5K $0.05 %0.08 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 29,859794K $0.04 %0.08 %as of Mar 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 28,587794.4K $0.06 %0.08 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,126694.7K $0.02 %0.07 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 25,246701.6K $0.02 %0.07 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,934692.9K $0.01 %0.07 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 22,537599.3K $0.02 %0.06 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 21,600574.3K $0.28 %0.06 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,580573.8K $0.04 %0.06 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,258590.8K $0.00 %0.06 %as of Apr 30, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 21,170588.3K $0.95 %0.06 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 18,719520.2K $0.04 %0.05 %as of Apr 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 18,705497.4K $0.05 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,359510.2K $0.00 %0.05 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,012478.9K $0.04 %0.05 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 17,716467.9K $0.18 %0.05 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,583464.4K $0.04 %0.05 %as of Feb 28, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 16,749445.4K $0.64 %0.04 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,700444.1K $0.02 %0.04 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,545459.8K $0.01 %0.04 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,000425.4K $0.03 %0.04 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,895422.6K $0.04 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,834365.4K $0.00 %0.04 %as of Feb 28, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 13,482358.5K $0.35 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,808340.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 11,991333.2K $0.04 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,668324.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,280313.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,931290.7K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 10,642283K $0.02 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,505279.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,388288.7K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 10,287271.7K $0.02 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,000265.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,702269.6K $0.04 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 9,089240K $0.00 %0.02 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,975249.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,518226.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,493236K $0.01 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,432224.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,303230.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,062214.4K $0.04 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,946211.3K $0.01 %0.02 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 7,903210.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,897210K $0.02 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Pzena Small Cap Value Fund Advisors Series Trust 2.33 %as of Feb 28, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.12 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 0.95 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 0.78 %as of Apr 30, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 0.64 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.50 %as of Apr 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.35 %as of Mar 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.34 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 0.28 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 0.26 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2207-810,918,944-2.1 %
2026Q1215-911,155,725-10.9 %
2025Q4224+312,522,156-5.4 %
2025Q3221013,238,744-1.1 %
2025Q2221+1213,380,515-2.8 %
2025Q1209-613,765,303-1.2 %
2024Q4215-513,931,116+0.1 %
2024Q3220-713,923,176-4.1 %
2024Q2227-414,514,068+2.1 %
2024Q1231-914,216,938-9.9 %
2023Q424015,782,876

Institutional managers

163 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.3,929,736104.5M $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC2,012,76353.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,481,77239.4M $as of Mar 31, 2026
STATE STREET CORP938,22425.2M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP930,89724.4M $as of Mar 31, 2026
Tributary Capital Management, LLC762,46620.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC645,15317.2M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP511,69013.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC433,61311.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP424,33711.3M $as of Mar 31, 2026
ALGERT GLOBAL LLC411,84711K $as of Mar 31, 2026
Qube Research & Technologies Ltd306,2328.1M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC257,1726.8M $as of Mar 31, 2026
NORTHERN TRUST CORP244,2736.5M $as of Mar 31, 2026
Russell Investments Group, Ltd.226,0206M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC219,7005.8M $as of Mar 31, 2026
SPROTT INC.210,0005.6M $as of Mar 31, 2026
CX Institutional208,2915.5K $as of Mar 31, 2026
MORGAN STANLEY184,8634.9M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC182,0834.8M $as of Mar 31, 2026
Nuveen, LLC175,8444.7M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC169,2624.5M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.164,3854.4M $as of Mar 31, 2026
Bank of New York Mellon Corp164,0624.4M $as of Mar 31, 2026
SEI INVESTMENTS CO163,7664.4M $as of Mar 31, 2026

Declared shareholders of Marcus & Millichap Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.76 %2,577,259as of Mar 31, 2026 · SCHEDULE 13G
PZENA INVESTMENT MANAGEMENT LLC 5.30 %2,012,763as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Marcus & Millichap Inc". https://titelia.com/en/stocks/marcus-millichap-inc-US5663241090