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
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,664202.4K $0.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,414195.8K $0.00 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,906183.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,906182.4K $0.00 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,580175K $0.02 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,502172.9K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,953158.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 5,569148.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,482152.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 5,390142.3K $0.12 %0.01 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,112135.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,087135.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 5,004132.2K $0.05 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,992138.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,665124K $0.02 %0.01 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 4,616128.3K $0.50 %0.01 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 4,437118K $0.10 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,387121.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,368121.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,266112.7K $0.05 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,741104K $0.01 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,73199.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,66197.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,643101.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,60695.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,52497.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,41090.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,23786.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 3,06185.1K $0.05 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,03780.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,00479.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,97778.6K $0.06 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,88876.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,79877.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,77073.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,72572.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,70071.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,63373.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,50066K $0.01 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,45965.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,43564.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,39763.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,36165.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,29260.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,17557.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,14757.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,09955.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 2,01253.1K $0.07 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,00453.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,90850.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,86249.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,83951.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,79047.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,77947.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,71945.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,65444K $0.02 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,61644.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,55543.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,48339.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,47839K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,46738.7K $0.16 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,38036.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,36536K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,31836.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,30434.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,30234.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,10029.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,10029.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,04227.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,02728.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,00226.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 87923.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 82521.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 80321.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 80321.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 76221.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 67618K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 67217.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 60516.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 60116K $0.08 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 60016K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 59815.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 56915.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 55014.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 41111.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 40610.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 3319.2K $0.12 %0.00 %as of Apr 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 3158.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2707.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 2647K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 2135.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2005.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2005.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1844.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 1634.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1313.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1263.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1223.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 802.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 611.6K $0.01 %0.00 %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