As of the latest SEC filings, Meritage Homes CORP (MTH) is held by 368 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $248,060,709.04 in market value, representing 0.27% of its portfolio.
Funds holding Meritage Homes CORP (MTH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MTH
- CIK:
- 0000833079
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.27% | $248,060,709.04 | 4,011,331 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $125,040,789.20 | 2,022,005 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.15% | $122,928,644.00 | 1,987,850 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.14% | $101,838,792.24 | 1,646,811 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $90,440,690.80 | 1,462,495 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.37% | $87,951,561.88 | 1,306,082 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.10% | $57,621,522.56 | 931,784 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.29% | $53,907,892.22 | 800,533 | Apr 30, 2026 | Jun 24, 2026 |
|
XHB
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
|
ETF | State Street (SPDR) | 3.31% | $48,081,589.44 | 777,516 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $45,978,287.36 | 743,504 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.21% | $45,630,863.46 | 677,619 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.14% | $45,075,039.10 | 669,365 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.53% | $40,387,827.68 | 653,102 | Mar 31, 2026 | May 26, 2026 |
|
ITB
iShares U.S. Home Construction ETF
|
ETF | BlackRock / iShares | 1.68% | $40,014,685.12 | 647,068 | Mar 31, 2026 | May 22, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.27% | $37,391,556.00 | 604,650 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.29% | $35,652,986.24 | 576,536 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.21% | $33,957,676.48 | 504,272 | Apr 30, 2026 | Jun 24, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 0.92% | $33,388,811.10 | 442,705 | Feb 27, 2026 | Apr 23, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.24% | $31,333,975.40 | 465,310 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $29,585,229.66 | 392,273 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.27% | $26,125,915.84 | 422,476 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.17% | $26,038,604.16 | 345,248 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.12% | $25,826,749.38 | 342,439 | Feb 28, 2026 | Apr 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $24,617,088.00 | 326,400 | Feb 28, 2026 | Apr 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 1.07% | $23,607,383.80 | 350,570 | Apr 30, 2026 | Jun 25, 2026 |
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