141 tracked 13F filers disclose a position in HZO as of the latest SEC 13F filings, a combined $438.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $82.7M | 3.1M | ▲+1.2% Added · +35K sh | Q1 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $57.4M | 2.1M | ▼−2.1% Reduced · −45K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $26.2M | 967K | ▼−7.5% Reduced · −78K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $25.3M | 934K | ▼−2.0% Reduced · −19K sh | Q1 2026 | |
| 5 | BOOTHBAY FUND MANAGEMENT, LLC | $23.3M | 859K | ▲+11% Added · +85K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $23.1M | 855K | →First observed position No prior filed position | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.6M | 575K | ▼−3.0% Reduced · −18K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $12.9M | 477K | →First observed position No prior filed position | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $12.9M | 475K | ▲+7.2% Added · +32K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $10.5M | 387K | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 11 | CenterBook Partners LP | $9.8M | 361K | ▼−32% Reduced · −171K sh | Q1 2026 | |
| 12 | First Eagle Investment Management, LLC | $9.1M | 336K | ▲+22% Added · +60K sh | Q1 2026 | |
| 13 | Shay Capital LLC | $6.9M | 257K | ▲New +257K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $6.6M | 255K | ▲30× Added · +246K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $5.9M | 218K | ▼−51% Reduced · −226K sh | Q1 2026 | |
| 16 | Interval Partners, LP | $5.7M | 211K | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $5.1M | 190K | ▲+6.1% Added · +11K sh | Q1 2026 | |
| 18 | Divisadero Street Capital Management, LP | $4.4M | 164K | ▲New +164K sh | Q1 2026 | |
| 19 | Shellback Capital, LP | $4.4M | 163K | ▼−9.1% Reduced · −16K sh | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.3M | 160K | ▲+6.1% Added · +9K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $4.1M | 152K | ▲+20% Added · +25K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $3.6M | 133K | ▲14× Added · +124K sh | Q1 2026 | |
| 23 | PEREGRINE CAPITAL MANAGEMENT LLC | $3.6M | 132K | ▼−8.8% Reduced · −13K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $3.4M | 127K | →First observed position No prior filed position | Q1 2026 | |
| 25 | TUDOR INVESTMENT CORP ET AL | $3.4M | 126K | ▲+164% Added · +79K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in HZO and 15 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 43 funds | $9.1B |
| MICROSOFT CORPMSFT | 42 funds | $13.8B |
| AMAZON.COM INCAMZN | 41 funds | $9.7B |
| BROADCOM INCAVGO | 41 funds | $8.0B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $7.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $3.4B |
| BANK OF NEW YORK MELLON CORPBNY | 41 funds | $2.0B |
| HOME DEPOT INCHD | 41 funds | $1.8B |
| WELLS FARGO & COWFC | 41 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 40 funds | $4.9B |
| ELI LILLY & COLLY | 40 funds | $3.7B |
| SALESFORCE INCCRM | 40 funds | $2.8B |
Ranked by how many of HZO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2025 | McGill W Brett | CEO & President, Director | Sell (S) | 600 | $17K |
| Aug 25, 2025 | McGill W Brett | CEO & President, Director | Sell (S) | 59K | $1.6M |
| Mar 11, 2025 | Biumi Bonnie | Director | Buy (P) | 1K | $23K |
| Feb 24, 2025 | Biumi Bonnie | Director | Buy (P) | 1K | $27K |
| Jan 27, 2025 | Cassella Anthony E. Jr. | EVP of Finance & CAO | Sell (S) | 4K | $124K |
| Jan 27, 2025 | Moore Clint | Director | Sell (S) | 4K | $126K |
| Nov 7, 2024 | Cashman Charles A | EVP & Chief Revenue Officer | Sell (S) | 13K | $401K |
| Sep 9, 2024 | Moore Clint | Director | Sell (S) | 3K | $75K |
| Aug 21, 2024 | Langbehn Kyle | EVP, President of Retail | Sell (S) | 10K | $308K |
| Jul 29, 2024 | Langbehn Kyle | EVP, President of Retail | Sell (S) | 10K | $372K |
| Mar 11, 2024 | Moore Clint | Director | Sell (S) | 4K | $124K |
| Feb 15, 2024 | Cassella Anthony E. Jr. | EVP of Finance & CAO | Sell (S) | 5K | $161K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HZO/capital-change-brief"
Use Arkolith's capital_change_brief for HZO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HZO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.