Filing Research | HZO - MARINEMAX INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	121.2KSH	$4.4M
2	SIERRA SUMMIT ADVISORS LLC	Shares	35.2KSH	$1.3M
3	SummerHaven Investment Management, LLC	Shares	26.4KSH	$966.5K
4	Y-Intercept (Hong Kong) Ltd	Shares	19.4KSH	$708.9K
5	Ameliora Wealth Management Ltd.	Shares	17.6KSH	$644.5K
6	Louisiana State Employees Retirement System	Shares	8.5KSH	$311.3K
7	Crossmark Global Holdings, Inc.	Shares	7.0KSH	$257.5K
8	Police & Firemen's Retirement System of New Jersey	Shares	6.2KSH	$227.7K
9	GAMMA Investing LLC	Shares	1.9KSH	$71.1K
10	Versant Capital Management, Inc	Shares	673SH	$24.6K
11	Farther Finance Advisors, LLC	Shares	498SH	$18.2K
12	MassMutual Private Wealth & Trust, FSB	Shares	73SH	$2.7K
13	Physician Wealth Advisors, Inc.	Shares	54SH	$2.0K
14	EverSource Wealth Advisors, LLC	Shares	45SH	$1.6K
15	SIGNATUREFD, LLC	Shares	17SH	$623
16	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14SH	$513
17	SJS Investment Consulting Inc.	Shares	12SH	$440
18	SBI Securities Co., Ltd.	Shares	11SH	$403
19	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.1KSH	$368
20	IFP Advisors, Inc	Shares	10SH	$366
21	State of Alaska, Department of Revenue	Shares	6.4KSH	$233
22	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$220
23	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$220
24	JFS WEALTH ADVISORS, LLC	Shares	4SH	$147
25	Davis Capital Management	Shares	1SH	$37

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

31 / 31 loaded

#		Instrument
1	SIERRA SUMMIT ADVISORS LLC new	Shares	+35.2K	+$1.3M	$1.3M
2	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-10.6K	+$871.5K	$4.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+19.4K	+$708.9K	$708.9K
4	Crossmark Global Holdings, Inc. new	Shares	+7.0K	+$257.5K	$257.5K
5	SummerHaven Investment Management, LLC unchanged	Shares	0	+$252.3K	$966.5K
6	Ameliora Wealth Management Ltd. unchanged	Shares	0	+$168.3K	$644.5K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$92.2K	$227.7K
8	Louisiana State Employees Retirement System trimmed	Shares	-100	+$78.6K	$311.3K
9	GAMMA Investing LLC added	Shares	+360	+$28.3K	$71.1K
10	Farther Finance Advisors, LLC added	Shares	+241	+$11.2K	$18.2K
11	Versant Capital Management, Inc unchanged	Shares	0	+$6.4K	$24.6K
12	Physician Wealth Advisors, Inc. added	Shares	+10	+$787	$2.0K
13	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2	+$643	$2.7K
14	IFP Advisors, Inc new	Shares	+10	+$366	$366
15	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$220	$220
16	SIGNATUREFD, LLC unchanged	Shares	0	+$163	$623
17	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$147	$147
18	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$134	$513
19	SBI Securities Co., Ltd. unchanged	Shares	0	+$105	$403
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+147	+$100	$368
21	Davis Capital Management new	Shares	+1	+$37	$37
22	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	+$30	$220
23	State of Alaska, Department of Revenue trimmed	Shares	-3.1K	-$23	$233
24	SJS Investment Consulting Inc. trimmed	Shares	-8	-$102	$440
25	Rachor Investment Advisory Services, LLC exited	Shares	-28	-$758	$0
26	True Wealth Design, LLC exited	Shares	-42	-$1.1K	$0
27	CoreCap Advisors, LLC exited	Shares	-200	-$5.4K	$0
28	BFSG, LLC exited	Shares	-342	-$9.3K	$0
29	EverSource Wealth Advisors, LLC trimmed	Shares	-604	-$15.9K	$1.6K
30	Crewe Advisors LLC exited	Shares	-2.0K	-$54.1K	$0
31	Assenagon Asset Management S.A. exited	Shares	-29.8K	-$806.1K	$0