As of the latest SEC filings, BEAZER HOMES USA INC (BZH) is held by 167 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $31,934,802.12 in market value, representing 0.04% of its portfolio.
Funds holding BEAZER HOMES USA INC (BZH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BZH
- CIK:
- 0000915840
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.04% | $31,934,802.12 | 1,659,813 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,207,775.00 | 894,375 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,887,394.52 | 669,823 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.47% | $10,380,083.38 | 480,782 | Apr 30, 2026 | Jun 25, 2026 |
|
XHB
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
|
ETF | State Street (SPDR) | 0.71% | $10,364,934.32 | 538,718 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.10% | $9,613,398.86 | 375,817 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,914,048.92 | 307,383 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,879,906.96 | 272,344 | Apr 30, 2026 | Jun 26, 2026 |
|
ITB
iShares U.S. Home Construction ETF
|
ETF | BlackRock / iShares | 0.21% | $5,013,578.44 | 260,581 | Mar 31, 2026 | May 22, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.23% | $4,999,164.50 | 231,550 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,528,683.20 | 177,040 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $4,510,106.12 | 234,413 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,486,271.56 | 175,382 | Feb 28, 2026 | Apr 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,505,022.76 | 137,022 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,390,398.78 | 132,541 | Feb 28, 2026 | Apr 24, 2026 |
|
VCDAX
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
ETF | Vanguard | 0.04% | $2,875,729.18 | 112,421 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.13% | $2,720,093.48 | 141,377 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,344,220.61 | 108,579 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,057,224.74 | 95,286 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,045,479.78 | 94,742 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,990,403.69 | 92,191 | Apr 30, 2026 | Jun 29, 2026 |
|
RTSSX
Tax-Managed U.S. Mid & Small Cap Fund
|
MF | Russell Investments | 0.10% | $1,970,454.53 | 91,267 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,728,063.60 | 80,040 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,721,672.96 | 79,744 | Apr 30, 2026 | Jun 29, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.07% | $1,714,569.85 | 79,415 | Apr 30, 2026 | Jun 25, 2026 |
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