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 ↗

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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 2.33 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 are 2 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
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
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Titelia. "Fund shareholders of Marcus & Millichap Inc". https://titelia.com/en/stocks/marcus-millichap-inc-US5663241090