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-Q2 13F filings (latest filed 2026-08-18). 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
6 tracked funds added or opened MARM while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp 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 2026-Q1 and 2026-Q2, across 73 tracked filers holding MARM, 21 increased or opened the position and 46 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 2026-Q1 and 2026-Q2 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 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Coppell Advisory Solutions LLC$900K
- Summit Financial, LLC$624K
- Global Assets Advisory, LLC$618K
Full exits 4
- Anfield Capital Management, LLC$770K
- Cambridge Investment Research Advisors, Inc.$751K
- OLD MISSION CAPITAL LLC$733K
- JANE STREET GROUP, LLC$725K
Largest adds
- NewEdge Advisors, LLC$2M
- Brookstone Capital Management$435K
Largest trims
- Kestra Advisory Services, LLC$537K
- Legacy Edge Advisors, LLC$312K
- CAPTRUST FINANCIAL ADVISORS$288K
- Triad Wealth Partners, LLC$279K
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 | 272,928 | $9M | 11.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,815 | $7M | 8.2% | 2026-Q2 |
| Brookstone Capital Management added | 123,679 | $4M | 5.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 74,740 | $3M | 3.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 69,078 | $2M | 2.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 56,540 | $2M | 2.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 55,580 | $2M | 2.3% | 2026-Q2 |
| Mariner, LLC added | 52,552 | $2M | 2.2% | 2026-Q2 |
| Madrona Financial Services, LLC | 51,822 | $2M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 44,639 | $2M | 1.9% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 44,259 | $2M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 40,715 | $1M | 1.7% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 39,909 | $1M | 1.7% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 39,949 | $1M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 39,405 | $1M | 1.7% | 2026-Q2 |
| Capasso Planning Partners LLC added | 39,170 | $1M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,343 | $1M | 1.6% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 36,212 | $1M | 1.5% | 2026-Q2 |
| Atria Investments, Inc trimmed | 33,927 | $1M | 1.4% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 31,478 | $1M | 1.3% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 29,523 | $948K | 1.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 10,015 | $900K | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 22,246 | $759K | 0.9% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 18,356 | $627K | 0.8% | 2026-Q2 |
| Summit Financial, LLC new | 18,269 | $624K | 0.8% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 18,107 | $618K | 0.8% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 17,621 | $601K | 0.7% | 2026-Q2 |
| Foguth Wealth Management, LLC. | 16,629 | $569K | 0.7% | 2026-Q2 |
| AE Wealth Management LLC added | 16,017 | $547K | 0.7% | 2026-Q2 |
| Triumph Capital Management trimmed | 15,674 | $535K | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 15,511 | $529K | 0.7% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC | 15,310 | $523K | 0.6% | 2026-Q2 |
| Climber Capital SA new | 13,798 | $470K | 0.6% | 2026-Q2 |
| Arkadios Wealth Advisors | 13,682 | $467K | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 12,534 | $428K | 0.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 11,953 | $408K | 0.5% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 10,073 | $344K | 0.4% | 2026-Q2 |
| StoneX Group Inc. added | 9,525 | $325K | 0.4% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management | 9,450 | $323K | 0.4% | 2026-Q2 |
| Chris Bulman Inc trimmed | 9,382 | $320K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 9,180 | $313K | 0.4% | 2026-Q2 |
| Prasad Wealth Partners, LLC | 8,900 | $304K | 0.4% | 2026-Q2 |
| Certified Advisory Corp | 8,168 | $279K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. | 8,097 | $276K | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 8,073 | $276K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,826 | $267K | 0.3% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC | 7,770 | $265K | 0.3% | 2026-Q2 |
| MN Wealth Advisors, LLC | 7,650 | $261K | 0.3% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 7,631 | $260K | 0.3% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 7,600 | $259K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,582 | $259K | 0.3% | 2026-Q2 |
| LVZ, Inc. new | 7,373 | $252K | 0.3% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 7,242 | $247K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 7,242 | $247K | 0.3% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 7,061 | $241K | 0.3% | 2026-Q2 |
| Sage Capital Advisors,llc | 6,839 | $233K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 6,799 | $232K | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 6,750 | $230K | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,600 | $225K | 0.3% | 2026-Q2 |
| LifeWealth Investments, LLC trimmed | 6,521 | $223K | 0.3% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 5,972 | $204K | 0.3% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 5,503 | $188K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,948 | $135K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,688 | $126K | 0.2% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 3,000 | $102K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 2,960 | $101K | 0.1% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 2,946 | $101K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,739 | $59K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,000 | $34K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 406 | $14K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 295 | $10K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 42 | $1K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 4 | $137 | 0.0% | 2026-Q2 |
| Anfield Capital Management, LLC trimmed | 22,988 | $770K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 22,424 | $751K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 21,890 | $733K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 21,649 | $725K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC | 11,994 | $402K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 7,770 | $260K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 6,395 | $214K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,360 | $213K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 3,477 | $116K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TopTier Wealth Management, LLC new | 3,475 | $116K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 2,960 | $99K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Noble Wealth Management PBC | 1,715 | $57K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 1,210 | $41K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FIRST TRUST ADVISORS LP added | 177,495 | $6M | 7.2% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 25,000 | $826K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC trimmed | 22,399 | $740K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC trimmed | 1,431 | $47K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Defined Financial Planning LLC added | 35,053 | $1M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Bullseye Investment Management, LLC | 24,311 | $762K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC trimmed | 12,551 | $409K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC added | 7,369 | $240K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Obsidian Personal Planning Solutions LLC | 6,741 | $221K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BlueChip Wealth Advisors LLC | 19,676 | $632K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Signal Advisors Wealth, LLC trimmed | 19,596 | $629K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Cooper Financial Group trimmed | 9,999 | $321K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| SMITH, MOORE & CO. trimmed | 6,801 | $218K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Harvest Investment Services, LLC new | 6,677 | $214K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.