Who owns MARM
Which tracked institutional funds hold MARM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MARM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MARM is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 12 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MARM’s largest tracked holder by dollar value, Ignite Planners, LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MARM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 74 tracked filers holding MARM, 18 increased or opened the position and 48 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MARM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- JANE STREET GROUP, LLC$725K
Full exits 8
- FIRST TRUST ADVISORS LP$6M
- PRECEDENT WEALTH PARTNERS, LLC$3M
- Coppell Advisory Solutions LLC$3M
- Main Street Financial Solutions, LLC$1M
- GOLDMAN SACHS GROUP INC$826K
- PARK AVENUE SECURITIES LLC$740K
Largest adds
- Kestra Advisory Services, LLC$1M
- Madrona Financial Services, LLC$374K
Largest trims
- NewEdge Advisors, LLC$2M
- Cetera Investment Advisers$381K
- OLD MISSION CAPITAL LLC$368K
- JPMORGAN CHASE & CO$355K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ignite Planners, LLC trimmed | 272,928 | $9M | 10.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 198,582 | $7M | 7.8% | 2026-Q1 |
| Brookstone Capital Management trimmed | 113,081 | $4M | 4.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 86,453 | $3M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 78,401 | $3M | 3.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 65,264 | $2M | 2.6% | 2026-Q1 |
| Madrona Financial Services, LLC added | 51,822 | $2M | 2.0% | 2026-Q1 |
| Mariner, LLC trimmed | 50,457 | $2M | 2.0% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 49,270 | $2M | 1.9% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 44,711 | $1M | 1.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 42,854 | $1M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 41,317 | $1M | 1.6% | 2026-Q1 |
| Cresset Asset Management, LLC | 40,805 | $1M | 1.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 39,405 | $1M | 1.5% | 2026-Q1 |
| Capasso Planning Partners LLC | 37,798 | $1M | 1.5% | 2026-Q1 |
| Legacy Edge Advisors, LLC trimmed | 37,638 | $1M | 1.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 35,165 | $1M | 1.4% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 33,003 | $1M | 1.3% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 22,988 | $770K | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 22,424 | $751K | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 21,890 | $733K | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,649 | $725K | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 20,424 | $684K | 0.8% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 18,910 | $633K | 0.7% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 17,331 | $580K | 0.7% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 16,111 | $539K | 0.6% | 2026-Q1 |
| Triumph Capital Management trimmed | 15,783 | $528K | 0.6% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 15,574 | $521K | 0.6% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 15,310 | $513K | 0.6% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 13,682 | $458K | 0.5% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC | 11,994 | $402K | 0.5% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 11,953 | $400K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc | 11,215 | $375K | 0.4% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 10,833 | $363K | 0.4% | 2026-Q1 |
| Chris Bulman Inc trimmed | 9,530 | $319K | 0.4% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 9,450 | $316K | 0.4% | 2026-Q1 |
| Prasad Wealth Partners, LLC new | 8,900 | $298K | 0.3% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 8,779 | $294K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 8,400 | $281K | 0.3% | 2026-Q1 |
| Certified Advisory Corp | 8,168 | $273K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | 8,164 | $273K | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 8,097 | $271K | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,970 | $267K | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC | 7,811 | $262K | 0.3% | 2026-Q1 |
| Baer Investment Advisory LLC new | 7,770 | $260K | 0.3% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC new | 7,770 | $260K | 0.3% | 2026-Q1 |
| MN Wealth Advisors, LLC | 7,650 | $256K | 0.3% | 2026-Q1 |
| StoneX Group Inc. added | 7,505 | $251K | 0.3% | 2026-Q1 |
| Creative Planning new | 7,270 | $243K | 0.3% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 7,194 | $241K | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 7,147 | $239K | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 7,050 | $236K | 0.3% | 2026-Q1 |
| Sage Capital Advisors,llc | 6,839 | $229K | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,760 | $226K | 0.3% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 6,534 | $219K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 6,395 | $214K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,360 | $213K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,645 | $188K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 5,551 | $186K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,879 | $163K | 0.2% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 4,187 | $140K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 3,948 | $132K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 3,477 | $116K | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 3,475 | $116K | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC | 3,000 | $100K | 0.1% | 2026-Q1 |
| CWM, LLC | 2,960 | $99K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 2,830 | $95K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC | 1,715 | $57K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 55,805 | $56K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 1,210 | $41K | 0.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 177,495 | $6M | 6.9% | 2025-Q4 stale |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 99,809 | $3M | 3.9% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC trimmed | 89,345 | $3M | 3.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 48,721 | $2M | 1.8% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC | 36,812 | $1M | 1.4% | 2025-Q4 stale |
| Defined Financial Planning LLC added | 35,053 | $1M | 1.3% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 25,000 | $826K | 1.0% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 24,311 | $762K | 0.9% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC trimmed | 22,399 | $740K | 0.9% | 2025-Q4 stale |
| Global Assets Advisory, LLC trimmed | 19,875 | $657K | 0.8% | 2025-Q4 stale |
| Foguth Wealth Management, LLC. trimmed | 19,446 | $643K | 0.8% | 2025-Q4 stale |
| BlueChip Wealth Advisors LLC | 19,676 | $632K | 0.7% | 2025-Q2 stale |
| Signal Advisors Wealth, LLC trimmed | 19,596 | $629K | 0.7% | 2025-Q2 stale |
| Prostatis Group LLC trimmed | 14,353 | $450K | 0.5% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 12,900 | $414K | 0.5% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,471 | $412K | 0.5% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC trimmed | 12,551 | $409K | 0.5% | 2025-Q3 stale |
| Cooper Financial Group trimmed | 9,999 | $321K | 0.4% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC added | 8,281 | $260K | 0.3% | 2025-Q1 stale |
| SageView Advisory Group, LLC | 7,270 | $240K | 0.3% | 2025-Q4 stale |
| Creekmur Asset Management LLC added | 7,369 | $240K | 0.3% | 2025-Q3 stale |
| Bison Wealth, LLC | 7,527 | $236K | 0.3% | 2025-Q1 stale |
| Obsidian Personal Planning Solutions LLC | 6,741 | $221K | 0.3% | 2025-Q3 stale |
| SMITH, MOORE & CO. trimmed | 6,801 | $218K | 0.3% | 2025-Q2 stale |
| Harvest Investment Services, LLC new | 6,677 | $214K | 0.3% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC new | 6,825 | $214K | 0.2% | 2025-Q1 stale |
| EPG Wealth Management LLC trimmed | 6,150 | $193K | 0.2% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 1,431 | $47K | 0.1% | 2025-Q4 stale |
| UBS Group AG trimmed | 1,078 | $36K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 1,000 | $33K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.