Funds holding Marcus & Millichap Inc
207 funds declare a position · 54 ETFs and 153 other funds · 294.1M $ · US5663241090
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 1,489,827 | 39.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 939,503 | 26.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 767,192 | 20.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 613,716 | 16.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 527,700 | 14M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 454,816 | 12.1M $ | 2.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 336,922 | 9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 268,825 | 7.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 237,528 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 232,834 | 6.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 220,769 | 5.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 204,712 | 5.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 210,152 | 5.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,415 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 173,912 | 4.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 165,971 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 168,410 | 4.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 141,582 | 3.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 132,281 | 3.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 131,455 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 136,198 | 3.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 123,796 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 127,379 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 124,338 | 3.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 122,265 | 3.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 119,114 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 116,315 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 96,272 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 90,206 | 2.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 89,798 | 2.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 89,499 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Pzena Small Cap Value Fund Advisors Series Trust | 83,865 | 2.2M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 82,935 | 2.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 70,203 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 56,391 | 1.6M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 55,675 | 1.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 52,050 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 51,900 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 54,018 | 1.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 53,960 | 1.4M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 53,064 | 1.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,562 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 45,493 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Royce Micro-Cap Fund ROYCE FUND | 41,706 | 1.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Special Equity Fund ROYCE FUND | 41,000 | 1.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 39,965 | 1.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,857 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 38,398 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 37,810 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 37,077 | 979.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,290 | 932K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 33,158 | 921.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,908 | 875K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 32,747 | 870.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 30,638 | 851.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 30,498 | 805.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 28,587 | 794.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 29,859 | 794K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 25,246 | 701.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 26,126 | 694.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,934 | 692.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 22,537 | 599.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 21,258 | 590.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Hunter Small Cap Value Fund Two Roads Shared Trust | 21,170 | 588.3K $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 21,600 | 574.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 21,580 | 573.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 18,719 | 520.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 18,359 | 510.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 18,705 | 497.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 18,012 | 478.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 17,716 | 467.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,583 | 464.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,545 | 459.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 16,749 | 445.4K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,700 | 444.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 16,000 | 425.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 15,895 | 422.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,834 | 365.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 13,482 | 358.5K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,808 | 340.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 11,991 | 333.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,668 | 324.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,280 | 313.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 10,931 | 290.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 10,388 | 288.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 10,642 | 283K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,505 | 279.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 10,287 | 271.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 9,702 | 269.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,000 | 265.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,975 | 249.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 9,089 | 240K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,493 | 236K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 8,303 | 230.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 8,518 | 226.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,432 | 224.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 8,062 | 214.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,946 | 211.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 7,903 | 210.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,897 | 210K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
163 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,929,736 | 104.5M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 2,012,763 | 53.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,481,772 | 39.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 938,224 | 25.2M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 930,897 | 24.4M $ | as of Mar 31, 2026 |
| Tributary Capital Management, LLC | 762,466 | 20.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 645,153 | 17.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 511,690 | 13.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 433,613 | 11.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 424,337 | 11.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 306,232 | 8.1M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 257,172 | 6.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 244,273 | 6.5M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 226,020 | 6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 219,700 | 5.8M $ | as of Mar 31, 2026 |
| SPROTT INC. | 210,000 | 5.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 184,863 | 4.9M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 182,083 | 4.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 175,844 | 4.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 169,262 | 4.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 164,385 | 4.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 164,062 | 4.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 163,766 | 4.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 159,619 | 4.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 158,484 | 4.2M $ | as of Mar 31, 2026 |