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.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,457 | 277.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 5,289 | 275.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,062 | 273.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 5,237 | 272.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,275 | 268.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 5,000 | 260.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 4,532 | 244.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Indxx Global Natural Resources Income ETF First Trust Exchange-Traded Fund II | 4,607 | 239.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,557 | 237.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuance Concentrated Value Fund Managed Portfolio Series | 4,545 | 231.2K $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 3,996 | 208K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Global X Clean Water ETF GLOBAL X FUNDS | 3,556 | 192K $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 3,712 | 188.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 3,500 | 182.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,340 | 180.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,435 | 178.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,326 | 173.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,382 | 172.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 3,284 | 170.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 3,068 | 165.7K $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,001 | 162.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,056 | 159.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,901 | 156.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,038 | 154.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,949 | 153.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,828 | 152.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,800 | 145.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 2,835 | 144.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,828 | 143.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,594 | 140.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 2,505 | 135.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,627 | 133.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,548 | 132.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,414 | 130.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Tortoise Global Water Fund Tortoise Capital Series Trust | 2,398 | 129.5K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,312 | 120.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,227 | 115.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,168 | 112.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,150 | 111.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,147 | 111.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,142 | 111.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,133 | 111K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,099 | 109.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 2,029 | 103.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,973 | 100.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,891 | 98.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,877 | 95.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,754 | 94.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 1,675 | 87.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,623 | 84.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,654 | 84.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,449 | 78.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,491 | 77.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,498 | 76.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,495 | 76.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,401 | 75.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,418 | 73.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,357 | 70.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,343 | 69.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,348 | 68.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,314 | 68.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell U.S. Dividend Growers ETF ProShares Trust | 1,261 | 68.1K $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,286 | 66.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,282 | 66.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,264 | 64.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| MFG Core Infrastructure Fund MFG Funds, Inc. | 1,181 | 61.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,132 | 61.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,126 | 60.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,168 | 60.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 1,096 | 57K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,118 | 56.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Storebrand USA Plus Storebrand Asset Management AS | 114 | 56.5K SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 978 | 49.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 793 | 42.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 838 | 42.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 787 | 40K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 732 | 39.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 725 | 37.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 719 | 37.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 708 | 36.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| S&P SmallCap Index Fund SHELTON FUNDS | 674 | 36.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 668 | 34.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 635 | 33.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 621 | 31.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 555 | 30K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 555 | 28.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 531 | 27.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 539 | 27.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 515 | 26.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 518 | 26.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 504 | 26.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Hypatia Women CEO ETF Two Roads Shared Trust | 490 | 24.9K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 484 | 24.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 483 | 24.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 455 | 24.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 458 | 23.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 437 | 22.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 427 | 22.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 400 | 20.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 20.8K $ | 0.00 % | 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 |