Titelia

Fund shareholders of Middlesex Water Co

ISIN US5966801087 · United States

Fund shareholders
235
Of which ETFs
66 169 other funds
Value held
414.9M $ 7.3M SEK
Share of capital
42.1 % of 18.8M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,105,39457.5M $0.06 %5.87 %as of Mar 31, 2026
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 961,79351.9M $0.61 %5.10 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 599,34631.2M $0.00 %3.18 %as of Mar 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 523,02827.2M $0.30 %2.78 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 436,69522.7M $0.03 %2.32 %as of Mar 31, 2026
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 383,69420M $0.25 %2.04 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 207,80310.8M $0.01 %1.10 %as of Mar 31, 2026
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 202,37510.5M $0.24 %1.07 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 182,8139.3M $0.03 %0.97 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 167,2968.7M $0.06 %0.89 %as of Mar 31, 2026
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 156,2207.9M $0.77 %0.83 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 131,8326.9M $0.06 %0.70 %as of Mar 31, 2026
Calvert Global Water Fund Calvert Impact Fund, Inc. 127,6846.6M $1.23 %0.68 %as of Mar 31, 2026
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 122,6926.6M $0.06 %0.65 %as of Feb 28, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 114,9556.2M $0.94 %0.61 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 105,7365.7M $0.01 %0.56 %as of Feb 28, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 103,0635.2M $0.00 %0.55 %as of Apr 30, 2026
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 94,3894.8M $0.23 %0.50 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 90,6434.9M $0.03 %0.48 %as of Feb 28, 2026
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 90,4434.7M $0.62 %0.48 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 89,2194.8M $0.02 %0.47 %as of Feb 28, 2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 85,9114.5M $0.07 %0.46 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 82,1414.3M $0.06 %0.44 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,9744.2M $0.02 %0.44 %as of Apr 30, 2026
Applied Finance Explorer Fund World Funds Trust 78,4344M $0.40 %0.42 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 66,6863.5M $0.18 %0.35 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 64,5993.3M $0.04 %0.34 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 62,9223.4M $0.06 %0.33 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 61,3293.1M $0.02 %0.33 %as of Apr 30, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 60,7133.2M $0.03 %0.32 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 52,2062.7M $0.07 %0.28 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 45,4412.4M $0.06 %0.24 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 39,9692M $0.03 %0.21 %as of Apr 30, 2026
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 34,7901.8M $0.75 %0.18 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 33,3391.8M $0.00 %0.18 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 30,3861.6M $0.03 %0.16 %as of Mar 31, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 29,1891.6M $0.06 %0.15 %as of Feb 28, 2026
JNL Small Cap Index Fund JNL Series Trust 28,6991.5M $0.06 %0.15 %as of Mar 31, 2026
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 28,2601.4M $0.06 %0.15 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 26,4441.4M $0.00 %0.14 %as of Feb 28, 2026
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 24,4951.3M $1.07 %0.13 %as of Feb 28, 2026
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 24,0521.2M $1.73 %0.13 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,0501.2M $0.03 %0.12 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 22,9781.2M $0.01 %0.12 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 22,5741.2M $0.00 %0.12 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 21,5981.1M $0.00 %0.11 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,3481M $0.00 %0.11 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,7301M $0.03 %0.10 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 19,6931M $0.06 %0.10 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,311982.5K $0.03 %0.10 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 18,5551M $0.06 %0.10 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,468939.7K $0.00 %0.10 %as of Apr 30, 2026
iShares U.S. Infrastructure ETF iShares Trust 17,702921.4K $0.02 %0.09 %as of Mar 31, 2026
Column Small Cap Select Fund Trust for Professional Managers 16,585895.6K $0.05 %0.09 %as of Feb 28, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 16,153840.8K $0.05 %0.09 %as of Mar 31, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 15,557809.7K $0.06 %0.08 %as of Mar 31, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 14,414733.4K $0.06 %0.08 %as of Apr 30, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 14,335774.1K $0.39 %0.08 %as of Feb 28, 2026
Nuance Mid Cap Value Fund Managed Portfolio Series 13,873705.9K $0.24 %0.07 %as of Apr 30, 2026
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,740742K $0.02 %0.07 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 13,691739.3K $0.03 %0.07 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,547689.3K $0.00 %0.07 %as of Apr 30, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 13,474701.3K $0.06 %0.07 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 13,334678.4K $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,431647K $0.03 %0.07 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 12,240637.1K $0.06 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,150656.1K $0.00 %0.06 %as of Feb 28, 2026
Storebrand Global Plus Storebrand Asset Management AS 11,7405.8M SEK0.01 %0.06 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,737610.9K $0.07 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,535622.9K $0.06 %0.06 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 11,300588.2K $0.04 %0.06 %as of Mar 31, 2026
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 11,134601.2K $0.81 %0.06 %as of Feb 28, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 11,053596.9K $0.07 %0.06 %as of Feb 28, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,852552.1K $0.09 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,559549.6K $0.00 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 10,318557.2K $0.01 %0.05 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 9,815530K $0.00 %0.05 %as of Feb 28, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 9,551515.8K $0.20 %0.05 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,513484K $0.08 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,241481K $0.00 %0.05 %as of Mar 31, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 9,228469.5K $0.06 %0.05 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 9,180467.1K $0.00 %0.05 %as of Apr 30, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,501442.5K $0.07 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 8,236428.7K $0.03 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 7,929403.4K $0.03 %0.04 %as of Apr 30, 2026
The Gabelli Utilities Fund Gabelli Utilities Fund 7,650398.2K $0.02 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 7,562393.6K $0.06 %0.04 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,354382.8K $0.04 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 7,205389.1K $0.03 %0.04 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,123370.8K $0.01 %0.04 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,873349.7K $0.05 %0.04 %as of Apr 30, 2026
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 6,821355K $0.23 %0.04 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,751351.4K $0.00 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6,449328.1K $0.01 %0.03 %as of Apr 30, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 6,369331.5K $0.06 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,337329.8K $0.03 %0.03 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 6,271326.4K $0.06 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,000312.3K $0.02 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,457277.7K $0.00 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,433282.8K $0.03 %0.03 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Havsfonden FCG Fonder AB 2.94 %as of Mar 31, 2026
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 1.73 %as of Apr 30, 2026
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.45 %as of Feb 28, 2026
Calvert Global Water Fund Calvert Impact Fund, Inc. 1.23 %as of Mar 31, 2026
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 1.17 %as of Feb 28, 2026
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.07 %as of Feb 28, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.94 %as of Feb 28, 2026
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.81 %as of Feb 28, 2026
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 0.77 %as of Apr 30, 2026
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 0.75 %as of Mar 31, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2232+17,926,911-2.8 %
2026Q1231-48,154,671+8.3 %
2025Q4235-47,529,642-3.5 %
2025Q3239+47,799,985+0.4 %
2025Q2235+247,771,093+4.2 %
2025Q1211+47,460,631-7.5 %
2024Q4207+158,067,397+17.5 %
2024Q3192-26,863,302+5.7 %
2024Q2194+36,490,280-9.7 %
2024Q1191-67,188,140-1.0 %
2023Q41977,263,506

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,016,602157M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,742,09290.7K $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,549,90680.7M $as of Mar 31, 2026
MORGAN STANLEY1,107,61557.7M $as of Mar 31, 2026
STATE STREET CORP744,06238.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC469,91724.5M $as of Mar 31, 2026
Legal & General Group Plc405,84721.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP345,76118M $as of Mar 31, 2026
Invesco Ltd.290,63115.1M $as of Mar 31, 2026
Ledgewood Wealth Advisors, LLC254,01613.2M $as of Mar 31, 2026
NORTHERN TRUST CORP198,09610.3M $as of Mar 31, 2026
MIROVA196,00010.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC191,88510M $as of Mar 31, 2026
Bank of New York Mellon Corp177,6189.2M $as of Mar 31, 2026
Zimmer Partners, LP176,9039.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC147,0137.7M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.143,8897.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC129,8256.8M $as of Mar 31, 2026
ProShare Advisors LLC118,7006.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC105,3875.5M $as of Mar 31, 2026
CRAMER ROSENTHAL MCGLYNN LLC93,6574.9M $as of Mar 31, 2026
JANE STREET GROUP, LLC86,7424.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/69,3213.6M $as of Mar 31, 2026
HRT FINANCIAL LP67,5473.5K $as of Mar 31, 2026
Public Sector Pension Investment Board65,6473.4M $as of Mar 31, 2026

Declared shareholders of Middlesex Water Co

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

ShareholderDeclared stakeShares
BlackRock, Inc. 16.10 %2,981,660as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.18 %961,148as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Middlesex Water Co". https://titelia.com/en/stocks/middlesex-water-co-US5966801087