Who owns YMAR
Which tracked institutional funds hold YMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YMAR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
7 tracked funds added or opened YMAR 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
YMAR’s largest tracked holder by dollar value, OGOREK ANTHONY JOSEPH /NY/ /ADV, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YMAR 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 62 tracked filers holding YMAR, 24 increased or opened the position and 36 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 YMAR 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 1
- Modern Wealth Management, LLC$10M
Full exits 5
- OGOREK ANTHONY JOSEPH /NY/ /ADV$14M
- Cambridge Investment Research Advisors, Inc.$3M
- Janney Montgomery Scott LLC$684K
- Anfield Capital Management, LLC$607K
- Clear Point Advisors Inc.$519K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- BIP Wealth, LLC$684K
- SILVER OAK SECURITIES, INCORPORATED$548K
- Spectrum Asset Management, Inc. (NB/CA)$380K
- Cetera Investment Advisers$280K
- Legacy Capital Wealth Partners, LLC$275K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- CITADEL ADVISORS LLC$418K
- RAYMOND JAMES FINANCIAL INC$329K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 378,377 | $11M | 10.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 362,437 | $10M | 9.8% | 2026-Q2 |
| BIP Wealth, LLC added | 308,886 | $9M | 8.3% | 2026-Q2 |
| Spectrum Asset Management, Inc. (NB/CA) added | 252,509 | $7M | 6.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 189,723 | $5M | 5.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 162,062 | $5M | 4.3% | 2026-Q2 |
| Cetera Investment Advisers added | 114,004 | $3M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 57,143 | $2M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 47,184 | $1M | 1.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 41,581 | $1M | 1.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 40,201 | $1M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 37,813 | $1M | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 34,435 | $987K | 0.9% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 31,277 | $896K | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,417 | $874K | 0.8% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 26,670 | $764K | 0.7% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 26,636 | $763K | 0.7% | 2026-Q2 |
| Maia Wealth LLC trimmed | 21,475 | $615K | 0.6% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 20,368 | $584K | 0.5% | 2026-Q2 |
| Crusonia Wealth Advisors LLC | 20,361 | $583K | 0.5% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 19,971 | $572K | 0.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 18,685 | $535K | 0.5% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 17,269 | $495K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,136 | $491K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,787 | $452K | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC | 15,237 | $437K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 15,028 | $431K | 0.4% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 14,805 | $424K | 0.4% | 2026-Q2 |
| Diligent Investors, LLC | 13,946 | $400K | 0.4% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 13,908 | $399K | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 13,626 | $390K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,893 | $369K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 12,877 | $369K | 0.3% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 11,496 | $329K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 11,074 | $317K | 0.3% | 2026-Q2 |
| Spire Wealth Management trimmed | 10,988 | $315K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC added | 10,917 | $313K | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC new | 10,824 | $310K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10,212 | $293K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,536 | $273K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 9,484 | $272K | 0.3% | 2026-Q2 |
| Ignite Planners, LLC added | 9,480 | $272K | 0.3% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 8,500 | $244K | 0.2% | 2026-Q2 |
| Balboa Wealth Partners | 7,438 | $213K | 0.2% | 2026-Q2 |
| BFI Wealth Solutions, LLC new | 7,000 | $201K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 6,552 | $188K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 5,203 | $149K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 4,000 | $115K | 0.1% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 3,831 | $110K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,300 | $95K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,025 | $87K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,657 | $76K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 2,298 | $66K | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,220 | $35K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,000 | $29K | 0.0% | 2026-Q2 |
| VIMA LLC trimmed | 476 | $14K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 400 | $11K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 400 | $11K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 206 | $6K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 10 | $287 | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 7 | $201 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5 | $143 | 0.0% | 2026-Q2 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 514,857 | $14M | 12.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 110,644 | $3M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 25,000 | $684K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC trimmed | 22,190 | $607K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Clear Point Advisors Inc. trimmed | 18,973 | $519K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 10,875 | $297K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 10,765 | $294K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. new | 9,235 | $253K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 6,501 | $178K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 3,096 | $85K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LM Advisors LLC trimmed | 1,575 | $58K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 1,718 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 320 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC trimmed | 105 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MGO ONE SEVEN LLC trimmed | 355,527 | $10M | 9.0% | 2025-Q4 stale (2 quarters behind) |
| Westwood Wealth Management new | 15,055 | $407K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Maltin Wealth Management, Inc. | 8,864 | $239K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 8,430 | $227K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TFB Advisors LLC trimmed | 8,382 | $226K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 2,610 | $71K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UPTICK PARTNERS, LLC trimmed | 17,505 | $460K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Sigma Planning Corp trimmed | 14,200 | $373K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| PFG Advisors new | 9,157 | $240K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Focus Partners Advisor Solutions, LLC new | 8,218 | $218K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 5,368 | $141K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Noble Wealth Management PBC | 1,200 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 426 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 338 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management | 307 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,350 | $417K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 9,983 | $255K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 9,709 | $248K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Sterling Manor Financial, LLC new | 9,133 | $233K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. new | 779 | $20K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Abound Wealth Management new | 495 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.