Filing Research | MBUU - MALIBU BOATS INC - A Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	782.5KSH	$21.5M
2	Unison Advisors LLC	Shares	8.7KSH	$239.8K
3	Hennion & Walsh Asset Management, Inc.	Shares	8.1KSH	$222.0K
4	Central Pacific Bank - Trust Division	Shares	5.3KSH	$145.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	5.2KSH	$143.2K
6	Versant Capital Management, Inc	Shares	1.1KSH	$30.7K
7	GAMMA Investing LLC	Shares	444SH	$12.2K
8	CoreCap Advisors, LLC	Shares	52SH	$1.4K
9	FIRST HORIZON CORP	Shares	30SH	$823
10	Torren Management, LLC	Shares	30SH	$823
11	SIGNATUREFD, LLC	Shares	26SH	$713
12	Farther Finance Advisors, LLC	Shares	14SH	$384

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

17 / 17 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+87.7K	+$3.5M	$21.5M
2	Hennion & Walsh Asset Management, Inc. new	Shares	+8.1K	+$222.0K	$222.0K
3	Central Pacific Bank - Trust Division added	Shares	+630	+$24.3K	$145.5K
4	Unison Advisors LLC unchanged	Shares	0	+$13.2K	$239.8K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.9K	$143.2K
6	SIGNATUREFD, LLC new	Shares	+26	+$713	$713
7	CoreCap Advisors, LLC unchanged	Shares	0	+$78	$1.4K
8	FIRST HORIZON CORP unchanged	Shares	0	+$45	$823
9	Torren Management, LLC unchanged	Shares	0	+$45	$823
10	True Wealth Design, LLC exited	Shares	-7	-$182	$0
11	Farther Finance Advisors, LLC trimmed	Shares	-25	-$605	$384
12	Vermillion Wealth Management, Inc. exited	Shares	-25	-$648	$0
13	Versant Capital Management, Inc trimmed	Shares	-326	-$6.8K	$30.7K
14	GAMMA Investing LLC trimmed	Shares	-300	-$7.1K	$12.2K
15	EverSource Wealth Advisors, LLC exited	Shares	-339	-$8.8K	$0
16	Intesa Sanpaolo Wealth Management exited	Shares	-1.1K	-$28.6K	$0
17	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-52.3K	-$1.4M	$0

Filing Research | MBUU - MALIBU BOATS INC - A Institutional Holdings