Titelia

Fund shareholders of Marcus & Millichap Inc

ISIN US5663241090 · United States · LEI 549300B2HE8ULXNB1N48

Fund shareholders
205
Of which ETFs
55 150 other funds
Value held
316.5M $
Share of capital
27.2 % of 37.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,412,55944M $0.04 %3.73 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 869,25926.7M $0.04 %2.30 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 725,19222.6M $0.00 %1.91 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 612,80419.1M $0.02 %1.62 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 520,99616.2M $0.01 %1.38 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 437,78613.6M $2.03 %1.16 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 329,67610.3M $0.02 %0.87 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 272,4088.5M $0.01 %0.72 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 252,8827.8M $0.02 %0.67 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 229,2827.1M $0.05 %0.61 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 212,6226.6M $0.04 %0.56 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 204,7126.3M $0.08 %0.54 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 200,6106.3M $0.08 %0.53 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 194,7036M $0.03 %0.51 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 173,9125.3M $0.03 %0.46 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 168,4105.2M $0.05 %0.44 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 152,8354.7M $0.04 %0.40 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 148,7894.6M $0.15 %0.39 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 144,5184.4M $0.05 %0.38 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 140,9054.3M $0.03 %0.37 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 126,2933.6M $0.04 %0.33 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 125,7803.6M $0.01 %0.33 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 123,0223.5M $0.02 %0.32 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 118,7753.7M $0.08 %0.31 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 114,5713.2M $0.01 %0.30 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 102,3993.1M $0.01 %0.27 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 95,4752.9M $0.02 %0.25 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 83,5772.6M $0.02 %0.22 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 82,1022.3M $0.04 %0.22 %as of May 31, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 78,3112.2M $2.36 %0.21 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 68,3942.1M $0.22 %0.18 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 64,0682M $0.09 %0.17 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 55,4991.7M $0.02 %0.15 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 52,9811.5M $0.05 %0.14 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 52,2711.5M $0.08 %0.14 %as of May 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 51,2421.6M $0.05 %0.14 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,5621.5M $0.00 %0.13 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46,6631.3M $0.05 %0.12 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 45,4931.3M $0.00 %0.12 %as of May 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 45,2231.4M $0.33 %0.12 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 43,9151.4M $0.02 %0.12 %as of Jun 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 43,3231.3M $0.66 %0.11 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 42,8751.2M $0.02 %0.11 %as of May 29, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,6251.2M $0.00 %0.10 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,3621M $0.00 %0.10 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 35,9891.1M $0.04 %0.10 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 35,5491M $0.04 %0.09 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,7241.1M $0.00 %0.09 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 32,5971M $0.05 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 32,3611M $0.05 %0.09 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 32,193909.1K $0.05 %0.09 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 32,076986.3K $0.04 %0.08 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,638942.1K $0.02 %0.08 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 27,220837K $0.03 %0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,607829.3K $0.02 %0.07 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 26,058801.3K $0.05 %0.07 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 26,035811.5K $0.01 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,934766.7K $0.01 %0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,258653.7K $0.00 %0.06 %as of Jul 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 21,170651K $0.99 %0.06 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 20,126568.4K $0.18 %0.05 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 20,030624.3K $0.04 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,913534.1K $0.04 %0.05 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,359564.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 17,270531.1K $0.04 %0.05 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 16,851525.2K $0.04 %0.04 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 16,483513.8K $0.21 %0.04 %as of Jun 30, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 16,461513.1K $0.64 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 16,017499.2K $0.04 %0.04 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,000498.7K $0.03 %0.04 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,000498.7K $0.02 %0.04 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,393479.8K $0.04 %0.04 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 14,904464.6K $0.33 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,993430.3K $0.01 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,834390.7K $0.00 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,750392.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,611393.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 11,353353.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,996338.1K $0.02 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,931340.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 10,873334.3K $0.04 %0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,505327.4K $0.00 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,000311.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 9,917309.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 9,364264.4K $0.02 %0.02 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 9,089256.7K $0.00 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,682267K $0.01 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,581263.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,446263.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,432262.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,367260.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,303255.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,841244.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,769219.4K $0.02 %0.02 %as of May 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,748241.5K $0.04 %0.02 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,685239.5K $0.04 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,906215.3K $0.02 %0.02 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 6,406197K $0.55 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,279195.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,103187.7K $0.03 %0.02 %as of Jul 31, 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
Pzena Small Cap Value Fund Advisors Series Trust 2.36 %as of May 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.03 %as of Jun 30, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 0.99 %as of Jul 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 0.66 %as of Jul 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 0.64 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.55 %as of Jul 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.33 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.33 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 0.22 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 0.21 %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
2026Q3205-210,300,351-5.7 %
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 table shows the 25 largest.

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

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.

ShareholderDeclared stakeShares
SCHRODER INVESTMENT MANAGEMENT GROUP and 3 others6.00 %2,285,406as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Marcus & Millichap Inc". https://titelia.com/en/stocks/marcus-millichap-inc-US5663241090