As of the latest SEC filings, Marex Group Ltd (MRX) is held by 232 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $155,499,185.94 in market value, representing 0.19% of its portfolio.
Funds holding Marex Group Ltd (MRX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MRX
- CIK:
- 0001997464
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.19% | $155,499,185.94 | 3,488,093 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.70% | $67,946,560.00 | 1,273,600 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $60,363,638.16 | 1,354,052 | Mar 31, 2026 | May 28, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 1.58% | $50,152,500.00 | 1,125,000 | Mar 31, 2026 | May 29, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 0.73% | $48,161,893.94 | 1,108,189 | Feb 28, 2026 | Apr 28, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.58% | $47,762,477.04 | 1,071,388 | Mar 31, 2026 | May 28, 2026 |
|
QUAZX
AB Small Cap Growth Portfolio
|
MF | Independent / Boutique | 1.45% | $42,347,042.65 | 793,759 | Apr 30, 2026 | Jun 24, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 0.73% | $37,227,630.00 | 697,800 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $32,508,080.00 | 748,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.09% | $29,030,455.85 | 544,151 | Apr 30, 2026 | Jun 26, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 0.84% | $26,717,061.48 | 599,306 | Mar 31, 2026 | May 27, 2026 |
|
PSMKX
Victory Pioneer Select Mid Cap Growth Fund
|
MF | Independent / Boutique | 1.58% | $26,631,592.64 | 612,784 | Feb 28, 2026 | Apr 28, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 0.85% | $26,383,335.60 | 591,820 | Mar 31, 2026 | May 27, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 1.33% | $25,656,949.08 | 575,526 | Mar 31, 2026 | May 29, 2026 |
|
GISOX
GRANDEUR PEAK INTERNATIONAL STALWARTS FUND
|
MF | Independent / Boutique | 1.82% | $24,102,783.10 | 451,786 | Apr 30, 2026 | Jun 29, 2026 |
|
CHCLX
AB DISCOVERY GROWTH FUND, INC.
|
MF | Independent / Boutique | 0.87% | $23,544,422.00 | 441,320 | Apr 30, 2026 | Jun 24, 2026 |
|
MCISX
Victory Trivalent International Small-Cap Fund
|
MF | Independent / Boutique | 0.51% | $22,049,580.06 | 494,607 | Mar 31, 2026 | May 28, 2026 |
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.12% | $21,887,281.74 | 503,619 | Feb 28, 2026 | Apr 29, 2026 |
|
ARTSX
Artisan Small Cap Fund
|
MF | Independent / Boutique | 2.31% | $20,532,255.18 | 460,571 | Mar 31, 2026 | May 29, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $18,278,363.34 | 420,579 | Feb 28, 2026 | Apr 24, 2026 |
|
WBSNX
William Blair Small Cap Growth Fund
|
MF | Independent / Boutique | 1.73% | $17,188,710.60 | 385,570 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.20% | $16,947,161.00 | 317,660 | Apr 30, 2026 | Jun 26, 2026 |
|
RYTFX
Royce Small-Cap Total Return Fund
|
MF | Independent / Boutique | 1.80% | $15,302,397.06 | 343,257 | Mar 31, 2026 | May 21, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.64% | $14,213,084.76 | 318,822 | Mar 31, 2026 | May 21, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.11% | $13,867,723.50 | 311,075 | Mar 31, 2026 | May 28, 2026 |
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