As of the latest SEC filings, Marcus & Millichap, Inc. (MMI) is held by 213 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $39,614,499.93 in market value, representing 0.04% of its portfolio.
Funds holding Marcus & Millichap, Inc. (MMI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MMI
- CIK:
- 0001578732
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $39,614,499.93 | 1,489,827 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.04% | $26,108,788.37 | 939,503 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $20,399,635.28 | 767,192 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $16,318,708.44 | 613,716 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $14,031,543.00 | 527,700 | Mar 31, 2026 | May 28, 2026 |
|
FOSBX
TRIBUTARY SMALL COMPANY FUND
|
MF | Independent / Boutique | 2.12% | $12,093,557.44 | 454,816 | Mar 31, 2026 | May 27, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $8,958,755.98 | 336,922 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,148,056.75 | 268,825 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,600,903.12 | 237,528 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.08% | $6,191,056.06 | 232,834 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.04% | $5,870,247.71 | 220,769 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $5,688,946.48 | 204,712 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $5,587,941.68 | 210,152 | Mar 31, 2026 | May 28, 2026 |
|
FUND
SPROTT FOCUS TRUST INC.
|
CEF | Independent / Boutique | 1.75% | $5,583,900.00 | 210,000 | Mar 31, 2026 | May 19, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,152,682.85 | 185,415 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,833,014.48 | 173,912 | Apr 30, 2026 | Jun 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.04% | $4,612,334.09 | 165,971 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.05% | $4,478,021.90 | 168,410 | Mar 31, 2026 | May 28, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.20% | $4,371,715.08 | 164,412 | Mar 31, 2026 | May 21, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.04% | $3,739,180.62 | 141,582 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $3,676,088.99 | 132,281 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,653,134.45 | 131,455 | Apr 30, 2026 | Jun 29, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.15% | $3,621,504.82 | 136,198 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,440,290.84 | 123,796 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,364,079.39 | 127,379 | Feb 28, 2026 | Apr 24, 2026 |
Advertisement (320x50)