Filing Research | ONEW - ONEWATER MARINE INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	BFSG, LLC	Shares	4.0KSH	$45.0K
2	Police & Firemen's Retirement System of New Jersey	Shares	2.6KSH	$29.1K
3	GAMMA Investing LLC	Shares	2.0KSH	$22.1K
4	Versant Capital Management, Inc	Shares	725SH	$8.2K
5	Allied Private Wealth LLC	Shares	730SH	$7.8K
6	EverSource Wealth Advisors, LLC	Shares	136SH	$1.5K
7	Farther Finance Advisors, LLC	Shares	69SH	$781
8	Bogart Wealth, LLC	Shares	62SH	$699
9	Marquette Asset Management, LLC	Shares	51SH	$575
10	SJS Investment Consulting Inc.	Shares	11SH	$124
11	1620 INVESTMENT ADVISORS, INC.	Shares	6SH	$68
12	SBI Securities Co., Ltd.	Shares	1SH	$11

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

12 / 12 loaded

#		Instrument
1	GAMMA Investing LLC added	Shares	+457	+$7.9K	$22.1K
2	BFSG, LLC unchanged	Shares	0	+$7.3K	$45.0K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.7K	$29.1K
4	EverSource Wealth Advisors, LLC added	Shares	+122	+$1.4K	$1.5K
5	Bogart Wealth, LLC new	Shares	+62	+$699	$699
6	Marquette Asset Management, LLC new	Shares	+51	+$575	$575
7	SJS Investment Consulting Inc. added	Shares	+9	+$105	$124
8	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$11	$68
9	SBI Securities Co., Ltd. unchanged	Shares	0	+$2	$11
10	Rachor Investment Advisory Services, LLC exited	Shares	-23	-$218	$0
11	Farther Finance Advisors, LLC trimmed	Shares	-50	-$377	$781
12	Versant Capital Management, Inc trimmed	Shares	-224	-$797	$8.2K

Filing Research | ONEW - ONEWATER MARINE INC Institutional Holdings