Who owns MARZ
Which tracked institutional funds hold MARZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MARZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
1 tracked fund added or opened MARZ while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
MARZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MARZ 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 13 tracked filers holding MARZ, 5 increased or opened the position and 5 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 MARZ 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.
Largest adds
- TrueMark Investments, LLC$1M
Largest trims
- Elevated Capital Advisors, LLC$559K
- OLD MISSION CAPITAL LLC$307K
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 317,726 | $10M | 67.4% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 60,684 | $2M | 13.4% | 2026-Q1 |
| Weaver Consulting Group | 52,971 | $2M | 11.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,466 | $444K | 2.9% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 10,474 | $345K | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1,791 | $59K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,484 | $49K | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 1,426 | $47K | 0.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 838 | $28K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 751 | $25K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 320 | $11K | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 306 | $10K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 21 | $691 | 0.0% | 2026-Q1 |
| WOLVERINE TRADING, LLC new | 6,608 | $229K | 1.5% | 2025-Q3 stale |
| Lloyd Advisory Services, LLC. new | 29 | $979 | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 20 | $686 | 0.0% | 2025-Q4 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.