As of the latest SEC filings, MARINEMAX INC (HZO) is held by 213 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $31,778,641.62 in market value, representing 0.03% of its portfolio.
Funds holding MARINEMAX INC (HZO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HZO
- CIK:
- 0001057060
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $31,778,641.62 | 1,174,377 | Mar 31, 2026 | May 26, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 0.94% | $29,758,396.14 | 1,099,719 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $16,734,661.68 | 618,428 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,858,397.86 | 475,181 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.10% | $10,300,063.50 | 337,707 | Feb 28, 2026 | Apr 24, 2026 |
|
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
ETF | Invesco | 1.59% | $9,718,862.10 | 338,165 | Apr 30, 2026 | Jun 26, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.40% | $8,805,849.78 | 306,397 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,278,068.42 | 288,033 | Apr 30, 2026 | Jun 24, 2026 |
|
ROFRX
Royce Small-Cap Opportunity Fund
|
MF | Independent / Boutique | 0.62% | $6,966,164.04 | 257,434 | Mar 31, 2026 | May 21, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.07% | $6,400,258.26 | 236,521 | Mar 31, 2026 | May 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,812,677.42 | 214,807 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,516,585.52 | 191,948 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $5,128,059.42 | 189,507 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $4,670,123.04 | 172,584 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $4,375,250.22 | 161,687 | Mar 31, 2026 | May 28, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.12% | $4,260,331.38 | 148,237 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.04% | $3,654,750.66 | 135,061 | Mar 31, 2026 | May 28, 2026 |
|
RZV
Invesco S&P Smallcap 600 Pure Value ETF
|
ETF | Invesco | 1.20% | $3,220,489.44 | 112,056 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $3,121,595.10 | 108,615 | Apr 30, 2026 | Jun 29, 2026 |
|
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
ETF | Invesco | 0.18% | $3,086,935.50 | 101,211 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,059,455.00 | 100,310 | Feb 28, 2026 | Apr 24, 2026 |
|
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
|
ETF | State Street (SPDR) | 1.33% | $2,895,365.88 | 106,998 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,868,189.50 | 94,039 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $2,858,940.24 | 99,476 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.14% | $2,808,395.04 | 103,784 | Mar 31, 2026 | Jun 1, 2026 |
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