HZO · Marinemax Inc · Shareholders & Ownership
Every disclosed holder of HZO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HZO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 19,663,101 | 89.03% |
| Insiders (Forms 3, 4, 5) | 942,696 | 4.27% |
| 13D/G-only blocks | 1,343,635 | 6.08% |
| Remaining | 137,314 | 0.62% |
| Registered funds (N-PORT, not summed) | 9,918,141 | 44.91% |
Shares outstanding: 22,086,746, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HZO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,178,923 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,168,127 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
516,994 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
185,081 | ||
| 1.4 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
167,268 | ||
| 1.5 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
67,315 | ||
| 2 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,275,099 | ||
| 2.1 |
Small Cap Value Fund
Fund
S000005781 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
960,000 | ||
| 2.2 |
American Century Investment Management, Inc.
13G
CIK 52388 · Registered investment adviser · Aug 31, 2026
Rule 13d-1(b), qualified institution, not summed
|
943,128 | ||
| 3 |
|
1,343,635 | ||
| 4 |
|
958,459 | ||
| 4.1 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
174,974 | ||
| 4.2 |
State Street(R) SPDR(R) S&P(R) Retail ETF
Fund
S000012322 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
157,995 | ||
| 4.3 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
98,183 | ||
| 4.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
7,076 | ||
| 4.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
3,494 | ||
| 5 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
930,530 | ||
| 5.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
211,820 | ||
| 5.2 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
104,480 | ||
| 5.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
99,476 | ||
| 5.4 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
82,404 | ||
| 5.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
73,021 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
873,046 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
631,928 | ||
| 8 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
566,666 | ||
| 8.1 |
Royce Small-Cap Opportunity Fund
Fund
S000009512 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
266,595 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
508,014 | ||
| 10 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
503,144 | ||
| 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
486,271 | ||
| 11.1 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
266,492 | ||
| 11.2 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
94,114 | ||
| 11.3 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
60,003 | ||
| 11.4 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
48,771 | ||
| 11.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
11,506 | ||
| 12 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
460,372 | ||
| 12.1 |
Invesco S&P SmallCap Value with Momentum ETF
Fund
S000003025 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
203,066 | ||
| 12.2 |
Invesco S&P Smallcap 600 Pure Value ETF
Fund
S000060800 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
114,020 | ||
| 12.3 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
95,982 | ||
| 12.4 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
46,552 | ||
| 12.5 |
Invesco S&P SmallCap 600 QVM Multi-Factor ETF
Fund
S000072320 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
3,236 | ||
| 13 |
Divisadero Street Capital Management, LP
13F
CIK 1901865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
455,971 | ||
| 14 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
446,057 | ||
| 14.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
14,818 | ||
| 14.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
1,372 | ||
| 15 |
LEVIN CAPITAL STRATEGIES, L.P.
13F
CIK 1354821 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
428,047 | ||
| 16 |
First Eagle Investment Management, LLC
13F
CIK 1325447 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
378,452 | ||
| 16.1 |
First Eagle Small Cap Opportunity Fund
Fund
S000072438 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
333,601 | ||
| 17 |
BOOTHBAY FUND MANAGEMENT, LLC
13F
CIK 1549230 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
372,680 | ||
| 18 |
Portolan Capital Management, LLC
13F
CIK 1350290 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
344,358 | ||
| 19 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
330,530 | ||
| 20 |
|
329,578 | ||
| 21 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
289,839 | ||
| 22 |
THE ARBITRAGE FUND
Fund
S000006440 · Registered fund · Aug 31, 2026
ARBITRAGE FUNDS, not summed
|
252,812 | ||
| 23 |
Bridge Builder Small/Mid Cap Value Fund
Fund
S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
236,521 | ||
| 24 |
Shay Capital LLC
13F
CIK 1723643 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
235,148 | ||
| 25 |
Prescott Group Capital Management, L.L.C.
13F
CIK 1166152 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,490 | ||
| 26 |
Simcoe Capital LLC
13F
CIK 2109203 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,470 | ||
| 27 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
221,298 | ||
| 28 |
GAGNON SECURITIES LLC
13F
CIK 1125725 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
211,480 | ||
| 29 |
Interval Partners, LP
13F
CIK 1590228 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
211,415 | ||
| 30 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
207,781 | ||
| 30.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
10,191 | ||
| 31 |
Annis Gardner Whiting Capital Advisors, LLC
13F
CIK 1998414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
180,021 | ||
| 32 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
176,865 | ||
| 33 |
De Lisle Partners LLP
13F
CIK 2011184 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,300 | ||
| 34 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,169 | ||
| 34.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
56,400 | ||
| 35 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
167,777 | ||
| 36 |
Pacer US Small Cap Cash Cows 100 ETF
Fund
S000055468 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
165,703 | ||
| 37 |
|
153,161 | ||
| 38 |
ABC ARBITRAGE SA
13F
CIK 2049221 · Unknown · Sep 30, 2026
|
140,605 | ||
| 39 |
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
13F
CIK 1671754 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
139,319 | ||
| 40 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
135,061 | ||
| 41 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,585 | ||
| 42 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,846 | ||
| 43 |
PEREGRINE CAPITAL MANAGEMENT LLC
13F
CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,154 | ||
| 44 |
Round Rock Advisors LLC
13F
CIK 1846991 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,030 | ||
| 45 |
|
114,822 | ||
| 46 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,769 | ||
| 46.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
111,769 | ||
| 47 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
13F
CIK 1013701 · Registered investment adviser · Sep 30, 2026
|
110,597 | ||
| 47.1 |
LK Balanced Fund
Fund
S000037522 · Registered fund · Jun 30, 2026
Managed Portfolio Series, not summed
|
8,910 | ||
| 48 |
CM Management, LLC
13F
CIK 1841857 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
110,000 | ||
| 49 |
Soviero Asset Management, LP
13F
CIK 1755622 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
109,439 | ||
| 50 |
Chicago Capital Management, LLC
13F
CIK 1580162 · Registered investment adviser · Sep 30, 2026
|
106,294 |
29 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 323 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.