Funds holding Middlesex Water Co
235 funds declare a position · 66 ETFs and 169 other funds · 414.9M $· 7.3M SEK · US5966801087
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,105,394 | 57.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 2 | Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 961,793 | 51.9M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 599,346 | 31.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 523,028 | 27.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 436,695 | 22.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 6 | T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 383,694 | 20M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 207,803 | 10.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 202,375 | 10.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 182,813 | 9.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 10 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 167,296 | 8.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 11 | Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 156,220 | 7.9M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares Russell 2000 Value ETF iShares Trust | 131,832 | 6.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 13 | Calvert Global Water Fund Calvert Impact Fund, Inc. | 127,684 | 6.6M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 122,692 | 6.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 15 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 114,955 | 6.2M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 105,736 | 5.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 17 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 103,063 | 5.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust | 94,389 | 4.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 90,643 | 4.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 20 | Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 90,443 | 4.7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 89,219 | 4.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 22 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 85,911 | 4.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 82,141 | 4.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 24 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,974 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 25 | Applied Finance Explorer Fund World Funds Trust | 78,434 | 4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 26 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 66,686 | 3.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 27 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,599 | 3.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 28 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 62,922 | 3.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 29 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 61,329 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 30 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 60,713 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 31 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 52,206 | 2.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 32 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 45,441 | 2.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 33 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 39,969 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 34 | Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 34,790 | 1.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 33,339 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Master Small Cap Index Series Quantitative Master Series LLC | 30,386 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 37 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 29,189 | 1.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 38 | JNL Small Cap Index Fund JNL Series Trust | 28,699 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 28,260 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 40 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 26,444 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 24,495 | 1.3M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 42 | CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 24,052 | 1.2M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 43 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 23,050 | 1.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 44 | iShares Russell 2000 Growth ETF iShares Trust | 22,978 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 22,574 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,598 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,348 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 19,730 | 1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 19,693 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 50 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 19,311 | 982.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 51 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 18,555 | 1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 52 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,468 | 939.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | iShares U.S. Infrastructure ETF iShares Trust | 17,702 | 921.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | Column Small Cap Select Fund Trust for Professional Managers | 16,585 | 895.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 55 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 16,153 | 840.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 56 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 15,557 | 809.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 57 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 14,414 | 733.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 58 | ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 14,335 | 774.1K $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 59 | Nuance Mid Cap Value Fund Managed Portfolio Series | 13,873 | 705.9K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 60 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 13,740 | 742K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 61 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 13,691 | 739.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 62 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,547 | 689.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 13,474 | 701.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 64 | Nuveen Equity Index Fund TIAA-CREF Funds | 13,334 | 678.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,431 | 647K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 66 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,240 | 637.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 12,150 | 656.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 68 | Storebrand Global Plus Storebrand Asset Management AS | 11,740 | 5.8M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,737 | 610.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,535 | 622.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 71 | EQ/Small Company Index Portfolio EQ Advisors Trust | 11,300 | 588.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 72 | Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 11,134 | 601.2K $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| 73 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 11,053 | 596.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 74 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,852 | 552.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 75 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,559 | 549.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 10,318 | 557.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 77 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,815 | 530K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 78 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 9,551 | 515.8K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 79 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 9,513 | 484K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 80 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,241 | 481K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 9,228 | 469.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 82 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 9,180 | 467.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 83 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,501 | 442.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 84 | Small Cap Index Fund Northern Funds | 8,236 | 428.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 85 | Global X Russell 2000 ETF GLOBAL X FUNDS | 7,929 | 403.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 86 | The Gabelli Utilities Fund Gabelli Utilities Fund | 7,650 | 398.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 7,562 | 393.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 88 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,354 | 382.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 89 | Small Cap Index Fund VALIC Co I | 7,205 | 389.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 90 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,123 | 370.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 6,873 | 349.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 92 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 6,821 | 355K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 93 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,751 | 351.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,449 | 328.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 6,369 | 331.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 96 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,337 | 329.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 97 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 6,271 | 326.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 98 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,000 | 312.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,457 | 277.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 100 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,433 | 282.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
212 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. | 3,016,602 | 157M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 1,549,906 | 80.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,107,615 | 57.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 744,062 | 38.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 469,917 | 24.5M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 405,847 | 21.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 345,761 | 18M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 290,631 | 15.1M $ | as of Mar 31, 2026 |
| Ledgewood Wealth Advisors, LLC | 254,016 | 13.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 198,096 | 10.3M $ | as of Mar 31, 2026 |
| MIROVA | 196,000 | 10.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 191,885 | 10M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 177,618 | 9.2M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 176,903 | 9.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 147,013 | 7.7M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 143,889 | 7.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 129,825 | 6.8M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 118,700 | 6.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 105,387 | 5.5M $ | as of Mar 31, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | 93,657 | 4.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 86,742 | 4.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 69,321 | 3.6M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 65,647 | 3.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 65,517 | 3.4M $ | as of Mar 31, 2026 |
| NUANCE INVESTMENTS, LLC | 57,187 | 3M $ | as of Mar 31, 2026 |