Filing Research | BZH - BEAZER HOMES USA INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	145.4KSH	$4.1M
2	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	103.9KSH	$2.9M
3	Register Financial Advisors LLC	Shares	96.3KSH	$2.7M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	54.4KSH	$1.5M
5	Abacus Wealth Partners, LLC	Shares	22.9KSH	$641.3K
6	Harbour Capital Advisors, LLC	Shares	14.6KSH	$465.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.6KSH	$273.5K
8	Police & Firemen's Retirement System of New Jersey	Shares	8.0KSH	$224.9K
9	Brady Martz Wealth Solutions, LLC	Shares	7.4KSH	$208.0K
10	Farther Finance Advisors, LLC	Shares	1.8KSH	$50.6K
11	Versant Capital Management, Inc	Shares	1.4KSH	$38.2K
12	GAMMA Investing LLC	Shares	987SH	$27.7K
13	Ares Financial Consulting, LLC	Shares	867SH	$24.3K
14	EverSource Wealth Advisors, LLC	Shares	649SH	$18.2K
15	SIGNATUREFD, LLC	Shares	639SH	$17.9K
16	IFP Advisors, Inc	Shares	260SH	$7.3K
17	SBI Securities Co., Ltd.	Shares	256SH	$7.2K
18	Wealth Enhancement Trust Services, Inc.	Shares	21SH	$589
19	SJS Investment Consulting Inc.	Shares	15SH	$421
20	Physician Wealth Advisors, Inc.	Shares	13SH	$365
21	True Wealth Design, LLC	Shares	12SH	$337
22	State of Alaska, Department of Revenue	Shares	1.5KSH	$42

Manager changes2026-06-30 vs 2026-03-31

24 / 24 loaded

#		Instrument
1	Register Financial Advisors LLC added	Shares	+15.6K	+$1.1M	$2.7M
2	JAMISON PRIVATE WEALTH MANAGEMENT, INC. trimmed	Shares	-617	+$903.3K	$2.9M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.9K	+$554.8K	$1.5M
4	Harbour Capital Advisors, LLC new	Shares	+14.6K	+$465.1K	$465.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.6K	+$273.5K	$273.5K
6	Brady Martz Wealth Solutions, LLC new	Shares	+7.4K	+$208.0K	$208.0K
7	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-61.6K	+$95.7K	$4.1M
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$70.6K	$224.9K
9	Farther Finance Advisors, LLC added	Shares	+1.4K	+$42.6K	$50.6K
10	EverSource Wealth Advisors, LLC added	Shares	+488	+$15.1K	$18.2K
11	Versant Capital Management, Inc trimmed	Shares	-219	+$7.8K	$38.2K
12	Ares Financial Consulting, LLC unchanged	Shares	0	+$7.2K	$24.3K
13	IFP Advisors, Inc added	Shares	+239	+$6.9K	$7.3K
14	SIGNATUREFD, LLC added	Shares	+46	+$6.5K	$17.9K
15	GAMMA Investing LLC trimmed	Shares	-150	+$5.8K	$27.7K
16	SBI Securities Co., Ltd. trimmed	Shares	-41	+$1.5K	$7.2K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+21	+$589	$589
18	SJS Investment Consulting Inc. added	Shares	+13	+$382	$421
19	Physician Wealth Advisors, Inc. new	Shares	+13	+$365	$365
20	True Wealth Design, LLC added	Shares	+11	+$317	$337
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$42
22	Abacus Wealth Partners, LLC trimmed	Shares	-18.9K	-$162.1K	$641.3K
23	JAMES INVESTMENT RESEARCH, INC. exited	Shares	-16.9K	-$324.8K	$0
24	Assenagon Asset Management S.A. exited	Shares	-34.0K	-$654.1K	$0