← Every company

Funds Holding Maximus Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Maximus Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of MMS →
Funds holding
122
as of 2026-07-31
Reported value
$528.4M
summed across funds
Fund families
54
named trusts
Largest conviction
2.78%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Third Avenue Small-Cap Value FundThird Avenue Trust100.4K sh$6M2.78%
NYLIM WMC Small Companies FundNYLIM FUNDS TRUST69.8K sh$4.2M1.23%
Cambria Shareholder Yield ETFCambria ETF Trust166.5K sh$10M1.01%
AMG River Road Small Cap Value FundAMG Funds IV166K sh$10M1.00%
Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust19.5K sh$1.2M0.94%
First Trust Mid Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund30.1K sh$1.8M0.80%
Knights of Columbus Small Cap Equity FundADVISORS' INNER CIRCLE III25.1K sh$1.5M0.72%
AMG River Road Small-Mid Cap Value FundAMG Funds IV37.5K sh$2.3M0.66%
PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust38.6K sh$2.3M0.54%
Embark Small Cap Equity FundHarbor Funds II52.7K sh$3.2M0.50%
Applied Finance Explorer FundWorld Funds Trust83.3K sh$5M0.48%
LSV Global Managed Volatility FundADVISORS' INNER CIRCLE FUND800 sh$48.2K0.43%
Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust200.3K sh$12.1M0.43%
iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust20.3K sh$1.2M0.42%
First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund95.8K sh$5.8M0.42%
Hartford US Value ETFLattice Strategies Trust3.3K sh$197.5K0.40%
Invesco S&P MidCap Quality ETFInvesco Exchange-Traded Fund Trust341.3K sh$20.6M0.38%
BlackRock Mid-Cap Value FundBlackRock Mid-Cap Value Series, Inc.67.4K sh$4.1M0.36%
LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND1.7K sh$102.4K0.36%
Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust210.3K sh$12.7M0.35%
Dunham Small Cap Value FundDunham Funds5.3K sh$319.9K0.34%
Fidelity Low-Priced Stock FundFidelity Puritan Trust1.4M sh$82.8M0.33%
Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust244.4K sh$14.7M0.32%
Fidelity Value Discovery K6 FundFidelity Puritan Trust5.7K sh$341K0.29%
Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust2.5K sh$153.5K0.29%
Fidelity Blue Chip Value ETFFidelity Covington Trust8.3K sh$501.7K0.28%
Harbor Mid Cap Value FundHARBOR FUNDS21K sh$1.3M0.27%
Fidelity Value Discovery FundFidelity Puritan Trust189.9K sh$11.4M0.27%
Hartford Multifactor US Equity ETFLattice Strategies Trust32K sh$1.9M0.27%
Victory Small Cap Stock FundVictory Portfolios III42.3K sh$2.5M0.27%
Hartford Disciplined US Equity ETFLattice Strategies Trust8.2K sh$494.7K0.24%
Fidelity Series Value Discovery FundFidelity Devonshire Trust712.9K sh$43M0.24%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund6.7K sh$401.4K0.24%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust772 sh$46.5K0.24%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust464 sh$28K0.23%
PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 934.8K sh$2.1M0.20%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC18.1K sh$1.1M0.17%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.9K sh$1M0.17%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC426.8K sh$25.7M0.15%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust361.4K sh$21.8M0.15%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust264 sh$15.9K0.15%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND501.9K sh$30.2M0.14%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2K sh$118.3K0.14%
SmallCap Value Fund IIPrincipal Funds, Inc28.3K sh$1.7M0.14%
Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust45.3K sh$2.7M0.12%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO12K sh$720.3K0.12%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust13.7K sh$826K0.12%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST12.5K sh$750.9K0.11%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC16.4K sh$989.6K0.11%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds72.9K sh$4.4M0.11%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC140.4K sh$8.5M0.11%
Global X Russell 2000 ETFGLOBAL X FUNDS26.4K sh$1.6M0.11%
Fidelity Small Cap Index FundFidelity Salem Street Trust602.4K sh$36.3M0.11%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST133.5K sh$8M0.11%
Multi-Strategy Income FundRUSSELL INVESTMENT CO5.2K sh$315.5K0.11%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.2K sh$372.4K0.11%
iShares Morningstar Small-Cap Value ETFiShares Trust11.1K sh$667.9K0.10%
MID-CAP GROWTH PROFUNDProFunds78 sh$4.7K0.09%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.19.3K sh$1.2M0.09%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST7.6K sh$458.3K0.09%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust5.8K sh$347.2K0.09%
MidCap S&P 400 Index FundPrincipal Funds, Inc20.1K sh$1.2M0.09%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust4.1K sh$244.6K0.09%
Invenomic FundNORTHERN LIGHTS FUND TRUST II12K sh$724.2K0.08%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2185 sh$11.1K0.08%
MID-CAP VALUE PROFUNDProFunds35 sh$2.1K0.08%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust32.1K sh$1.9M0.08%
Dimensional U.S. Small Cap ETFDimensional ETF Trust193.1K sh$11.6M0.08%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust7.8K sh$472.1K0.07%
ULTRA SMALL CAP PROFUNDProFunds709 sh$42.7K0.07%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc2.3K sh$137K0.07%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC224K sh$13.5M0.07%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO11K sh$662.8K0.07%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust771 sh$46.5K0.07%
Dimensional US Small Cap Value ETFDimensional ETF Trust87.9K sh$5.3M0.06%
Column Small Cap FundTrust for Professional Managers5.6K sh$321.2K0.06%
ULTRA MID CAP PROFUNDProFunds441 sh$26.6K0.06%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC177.1K sh$10.7M0.05%
iShares Morningstar Small-Cap ETFiShares Trust2.2K sh$134.5K0.05%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST17.8K sh$1.1M0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust19.4K sh$1.2M0.04%
Victory Extended Market Index FundVictory Portfolios III6K sh$359K0.04%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds9.8K sh$591.9K0.04%
Dimensional US Vector Equity ETFDimensional ETF Trust3.9K sh$235.6K0.04%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO14.5K sh$873K0.04%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust25.6K sh$1.5M0.04%
FlexShares Quality Dividend Defensive Index FundFlexShares Trust3.2K sh$192.7K0.04%
SMALL-CAP PROFUNDProFunds47 sh$2.8K0.03%
MID-CAP PROFUNDProFunds48 sh$2.9K0.03%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC27.3K sh$1.6M0.03%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust10.4K sh$628.6K0.03%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC37.6K sh$2.3M0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust8.7K sh$523.6K0.02%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust91.8K sh$5.5M0.02%
Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II5.8K sh$347K0.02%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust44.5K sh$2.7M0.02%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST32.9K sh$2M0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust116.5K sh$7M0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust7.9K sh$474.5K0.01%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC5.7K sh$342.8K0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC87K sh$5.2M0.01%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust21.7K sh$1.3M0.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS217K sh$13.1M0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC79.4K sh$4.8M0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust13.9K sh$835K0.01%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III136 sh$8.2K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust94 sh$5.7K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III306 sh$18.4K0.01%
iShares Dow Jones U.S. ETFiShares Trust2.3K sh$140.4K0.00%
Nuveen Equity Index FundTIAA-CREF Funds46.9K sh$2.8M0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust16K sh$962.2K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds3.6K sh$214.4K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST32.9K sh$2M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust28.5K sh$1.7M0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS40.6K sh$2.4M0.00%
Column Small Cap Select FundTrust for Professional Managers552 sh$31.9K0.00%
SmallCap Growth Fund IPrincipal Funds, Inc636 sh$38.3K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds498 sh$30K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds288 sh$17.4K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds664 sh$40K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds320 sh$19.3K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds46 sh$2.8K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

More on MMS

Related datasets