As of the latest SEC filings, MALIBU BOATS, INC. (MBUU) is held by 182 institutional funds. The largest fund shareholder is Nomura Small Cap Core Fund (DCCIX), holding an estimated $19,554,125.28 in market value, representing 0.34% of its portfolio.
Funds holding MALIBU BOATS, INC. (MBUU)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MBUU
- CIK:
- 0001590976
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.34% | $19,554,125.28 | 672,888 | Feb 27, 2026 | Apr 23, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $14,711,181.12 | 567,561 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.02% | $14,054,731.20 | 542,235 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.06% | $13,670,841.10 | 470,435 | Feb 28, 2026 | Apr 29, 2026 |
|
SAGWX
Touchstone Strategic Trust-Touchstone Small Company Fund
|
MF | Independent / Boutique | 0.90% | $13,512,225.60 | 521,305 | Mar 31, 2026 | May 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $11,710,344.96 | 451,788 | Mar 31, 2026 | May 28, 2026 |
|
JDSAX
Janus Henderson Small Cap Value Fund
|
MF | Independent / Boutique | 0.85% | $9,918,884.16 | 382,673 | Mar 31, 2026 | May 29, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.07% | $6,608,098.70 | 227,395 | Feb 28, 2026 | Apr 24, 2026 |
|
VEVFX
VANGUARD EXPLORER VALUE FUND
|
MF | Vanguard | 0.53% | $6,356,904.06 | 218,751 | Feb 28, 2026 | Apr 28, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.37% | $6,245,786.88 | 240,964 | Mar 31, 2026 | May 28, 2026 |
|
-
GMO Small Cap Quality Fund
|
ETF | Independent / Boutique | 0.85% | $5,828,244.54 | 200,559 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,595,264.00 | 218,565 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,490,115.20 | 211,810 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,680,934.40 | 182,849 | Apr 30, 2026 | Jun 26, 2026 |
|
ICSCX
William Blair Small Cap Value Fund
|
MF | Independent / Boutique | 0.49% | $4,619,099.52 | 178,206 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $4,061,586.24 | 156,697 | Mar 31, 2026 | May 28, 2026 |
|
HSMAX
HARTFORD SMALL CAP VALUE FUND
|
MF | Independent / Boutique | 1.37% | $3,639,142.40 | 142,154 | Apr 30, 2026 | Jun 25, 2026 |
|
-
LVIP Wellington SMID Cap Value Fund
|
ETF | Independent / Boutique | 0.95% | $3,593,004.48 | 138,619 | Mar 31, 2026 | May 18, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.72% | $3,135,360.96 | 120,963 | Mar 31, 2026 | May 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,968,624.30 | 102,155 | Feb 28, 2026 | Apr 24, 2026 |
|
VVMCX
Mid Cap Value Fund
|
MF | Corebridge / VALIC | 0.45% | $2,856,103.98 | 98,283 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,798,259.20 | 109,307 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,694,414.14 | 92,719 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,663,639.60 | 91,660 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $2,453,760.00 | 95,850 | Apr 30, 2026 | Jun 29, 2026 |
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