Filing Research | MTH - MERITAGE HOMES CORP Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	MIZUHO MARKETS AMERICAS LLC	Shares	202.4KSH	$17.0M
2	Security National Bank	Shares	123.5KSH	$10.4M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	78.3KSH	$6.6M
4	Swedbank AB	Shares	75.3KSH	$6.3M
5	Assenagon Asset Management S.A.	Shares	47.2KSH	$4.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.7KSH	$3.2M
7	MOODY ALDRICH PARTNERS LLC	Shares	36.1KSH	$3.0M
8	CONGRESS ASSET MANAGEMENT CO	Shares	31.5KSH	$2.6M
9	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	31.1KSH	$2.6M
10	Louisiana State Employees Retirement System	Shares	29.2KSH	$2.4M
11	Radnor Capital Management, LLC	Shares	19.9KSH	$1.7M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.7KSH	$1.7M
13	Police & Firemen's Retirement System of New Jersey	Shares	19.7KSH	$1.7M
14	COOKSON PEIRCE & CO INC	Shares	17.9KSH	$1.5M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.8KSH	$1.3M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.7KSH	$1.1M
17	Ausbil Investment Management Ltd	Shares	12.6KSH	$1.0M
18	Sequoia Financial Advisors, LLC	Shares	11.2KSH	$941.5K
19	Linden Thomas Advisory Services, LLC	Shares	11.1KSH	$929.4K
20	Unison Advisors LLC	Shares	10.8KSH	$909.2K
21	New England Research & Management, Inc.	Shares	9.8KSH	$820.4K
22	QRG CAPITAL MANAGEMENT, INC.	Shares	9.4KSH	$786.3K
23	Abacus Wealth Partners, LLC	Shares	9.3KSH	$783.6K
24	FIRST CITIZENS BANK & TRUST CO	Shares	8.6KSH	$717.3K
25	Envestnet Portfolio Solutions, Inc.	Shares	8.3KSH	$694.2K
26	GAMMA Investing LLC	Shares	5.4KSH	$449.9K
27	Abel Hall, LLC	Shares	5.3KSH	$442.6K
28	Ballentine Partners, LLC	Shares	4.5KSH	$374.6K
29	Merit Financial Group, LLC	Shares	3.5KSH	$289.9K
30	Crossmark Global Holdings, Inc.	Shares	3.4KSH	$281.4K
31	MOULTON WEALTH MANAGEMENT, INC	Shares	3.2KSH	$261.7K
32	Fifth Third Wealth Advisors LLC	Shares	2.8KSH	$233.5K
33	First Bank & Trust	Shares	2.7KSH	$223.5K
34	Farther Finance Advisors, LLC	Shares	2.1KSH	$177.4K
35	Palouse Capital Management, Inc.	Shares	1.9KSH	$157.0K
36	Versant Capital Management, Inc	Shares	1.4KSH	$113.3K
37	IFP Advisors, Inc	Shares	616SH	$51.7K
38	SIGNATUREFD, LLC	Shares	543SH	$45.5K
39	EverSource Wealth Advisors, LLC	Shares	509SH	$42.7K
40	SALEM INVESTMENT COUNSELORS INC	Shares	380SH	$31.9K
41	Blue Trust, Inc.	Shares	336SH	$28.2K
42	Ares Financial Consulting, LLC	Shares	152SH	$12.7K
43	True Wealth Design, LLC	Shares	141SH	$11.8K
44	Owl Creek Wealth Partners LLC	Shares	120SH	$10.1K
45	Founders Capital Management	Shares	112SH	$9.4K
46	High Note Wealth, LLC	Shares	77SH	$6.5K
47	Torren Management, LLC	Shares	73SH	$6.2K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	66.6KSH	$5.6K
49	MassMutual Private Wealth & Trust, FSB	Shares	56SH	$4.7K
50	Wealth Enhancement Trust Services, Inc.	Shares	56SH	$4.7K

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

50 / 80 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC added	Shares	+80.8K	+$9.4M	$17.0M
2	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+16.5K	+$2.7M	$6.6M
3	Security National Bank unchanged	Shares	0	+$2.7M	$10.4M
4	Swedbank AB unchanged	Shares	0	+$1.7M	$6.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.1K	+$948.3K	$3.2M
6	Assenagon Asset Management S.A. trimmed	Shares	-2.2K	+$903.1K	$4.0M
7	MOODY ALDRICH PARTNERS LLC added	Shares	+1.4K	+$884.1K	$3.0M
8	Radnor Capital Management, LLC added	Shares	+6.1K	+$815.2K	$1.7M
9	CONGRESS ASSET MANAGEMENT CO added	Shares	+323	+$713.4K	$2.6M
10	Sequoia Financial Advisors, LLC added	Shares	+7.5K	+$708.2K	$941.5K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+3.2K	+$628.8K	$1.7M
12	Louisiana State Employees Retirement System trimmed	Shares	-400	+$618.0K	$2.4M
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.9K	+$604.1K	$1.1M
14	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.6K	+$585.5K	$2.6M
15	Ausbil Investment Management Ltd added	Shares	+3.7K	+$474.6K	$1.0M
16	COOKSON PEIRCE & CO INC added	Shares	+982	+$454.2K	$1.5M
17	Abel Hall, LLC new	Shares	+5.3K	+$442.6K	$442.6K
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-157	+$424.2K	$1.7M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-703	+$304.7K	$1.3M
20	Merit Financial Group, LLC new	Shares	+3.5K	+$289.9K	$289.9K
21	MOULTON WEALTH MANAGEMENT, INC new	Shares	+3.2K	+$261.7K	$261.7K
22	Unison Advisors LLC added	Shares	+73	+$243.2K	$909.2K
23	Linden Thomas Advisory Services, LLC trimmed	Shares	-34	+$241.9K	$929.4K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+559	+$241.0K	$786.3K
25	Fifth Third Wealth Advisors LLC new	Shares	+2.8K	+$233.5K	$233.5K
26	First Bank & Trust new	Shares	+2.7K	+$223.5K	$223.5K
27	FIRST CITIZENS BANK & TRUST CO added	Shares	+552	+$222.4K	$717.3K
28	Envestnet Portfolio Solutions, Inc. added	Shares	+564	+$217.1K	$694.2K
29	GAMMA Investing LLC added	Shares	+699	+$161.3K	$449.9K
30	Ballentine Partners, LLC trimmed	Shares	-224	+$84.5K	$374.6K
31	Crossmark Global Holdings, Inc. added	Shares	+51	+$77.0K	$281.4K
32	Versant Capital Management, Inc added	Shares	+519	+$61.8K	$113.3K
33	IFP Advisors, Inc added	Shares	+545	+$47.3K	$51.7K
34	Palouse Capital Management, Inc. trimmed	Shares	-74	+$36.6K	$157.0K
35	Farther Finance Advisors, LLC trimmed	Shares	-178	+$35.0K	$177.4K
36	True Wealth Design, LLC added	Shares	+140	+$11.8K	$11.8K
37	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$8.4K	$31.9K
38	Blue Trust, Inc. unchanged	Shares	0	+$7.4K	$28.2K
39	Wealth Enhancement Trust Services, Inc. new	Shares	+56	+$4.7K	$4.7K
40	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.3K	$12.7K
41	Bogart Wealth, LLC added	Shares	+33	+$3.2K	$4.4K
42	SIGNATUREFD, LLC trimmed	Shares	-148	+$2.8K	$45.5K
43	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.6K	$10.1K
44	Founders Capital Management unchanged	Shares	0	+$2.5K	$9.4K
45	Retirement Wealth Solutions LLC added	Shares	+17	+$2.1K	$3.9K
46	High Note Wealth, LLC unchanged	Shares	0	+$1.7K	$6.5K
47	Torren Management, LLC unchanged	Shares	0	+$1.6K	$6.2K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+861	+$1.5K	$5.6K
49	SJS Investment Consulting Inc. added	Shares	+14	+$1.2K	$1.3K
50	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$903	$3.4K

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