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-Q1 13F filings (latest filed 2026-05-20). 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
10 tracked funds added or opened YMAR while 5 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
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 2025-Q4 and 2026-Q1, across 64 tracked filers holding YMAR, 30 increased or opened the position and 29 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 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 5
- BIP Wealth, LLC$8M
- Spectrum Asset Management, Inc. (NB/CA)$7M
- CITADEL ADVISORS LLC$871K
- Janney Montgomery Scott LLC$684K
- Maia Wealth LLC$592K
Full exits 2
- MGO ONE SEVEN LLC$10M
- Main Street Financial Solutions, LLC$638K
Largest adds
- RAYMOND JAMES FINANCIAL INC$958K
- OGOREK ANTHONY JOSEPH /NY/ /ADV$945K
- COMMONWEALTH EQUITY SERVICES, LLC$492K
- Kestra Advisory Services, LLC$427K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$382K
Largest trims
- Advisory Services Network, LLC$1M
- SOA Wealth Advisors, LLC.$681K
- OSAIC HOLDINGS, INC.$439K
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 |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 514,857 | $14M | 15.0% | 2026-Q1 |
| BIP Wealth, LLC new | 298,593 | $8M | 9.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 267,092 | $7M | 8.1% | 2026-Q1 |
| Spectrum Asset Management, Inc. (NB/CA) new | 250,672 | $7M | 7.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 210,816 | $6M | 6.4% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 159,621 | $4M | 4.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 110,644 | $3M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers added | 109,213 | $3M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 99,126 | $3M | 3.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 48,509 | $1M | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 41,432 | $1M | 1.3% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 40,800 | $1M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 31,837 | $871K | 1.0% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 31,488 | $861K | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 29,629 | $816K | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 28,443 | $778K | 0.9% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 25,662 | $702K | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 25,000 | $684K | 0.8% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 23,521 | $643K | 0.7% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 22,190 | $607K | 0.7% | 2026-Q1 |
| Maia Wealth LLC trimmed | 21,643 | $592K | 0.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 20,456 | $560K | 0.6% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 20,176 | $557K | 0.6% | 2026-Q1 |
| Crusonia Wealth Advisors LLC | 20,361 | $557K | 0.6% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 20,161 | $551K | 0.6% | 2026-Q1 |
| Clear Point Advisors Inc. trimmed | 18,973 | $519K | 0.6% | 2026-Q1 |
| Kovack Advisors, Inc. new | 17,973 | $494K | 0.5% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC | 17,269 | $472K | 0.5% | 2026-Q1 |
| Signature Equity Partners, LLC new | 15,643 | $428K | 0.5% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 15,237 | $417K | 0.5% | 2026-Q1 |
| Lionshead Wealth Management, LLC | 15,055 | $412K | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 15,028 | $411K | 0.5% | 2026-Q1 |
| Diligent Investors, LLC added | 13,946 | $381K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,893 | $353K | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 12,074 | $330K | 0.4% | 2026-Q1 |
| Spire Wealth Management | 11,988 | $328K | 0.4% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 11,757 | $322K | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 10,875 | $297K | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 10,765 | $294K | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 10,212 | $279K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,899 | $271K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 9,813 | $268K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 9,235 | $253K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC added | 8,967 | $245K | 0.3% | 2026-Q1 |
| Ignite Planners, LLC added | 8,755 | $239K | 0.3% | 2026-Q1 |
| Sloy Dahl & Holst, LLC | 8,500 | $232K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc | 7,947 | $217K | 0.2% | 2026-Q1 |
| Balboa Wealth Partners new | 7,438 | $203K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 7,166 | $196K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 6,501 | $178K | 0.2% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 4,829 | $132K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 4,000 | $110K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,728 | $102K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 3,096 | $85K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 2,337 | $64K | 0.1% | 2026-Q1 |
| LM Advisors LLC trimmed | 1,575 | $58K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,718 | $46K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,000 | $27K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 400 | $11K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 320 | $9K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 105 | $3K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 10 | $274 | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 7 | $191 | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 5 | $135 | 0.0% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 355,527 | $10M | 10.7% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC | 23,611 | $638K | 0.7% | 2025-Q4 stale |
| UPTICK PARTNERS, LLC trimmed | 17,505 | $460K | 0.5% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,350 | $417K | 0.5% | 2025-Q2 stale |
| Westwood Wealth Management new | 15,055 | $407K | 0.5% | 2025-Q4 stale |
| Sigma Planning Corp trimmed | 14,200 | $373K | 0.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,837 | $266K | 0.3% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 9,983 | $255K | 0.3% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,709 | $248K | 0.3% | 2025-Q2 stale |
| PFG Advisors new | 9,157 | $240K | 0.3% | 2025-Q3 stale |
| Maltin Wealth Management, Inc. | 8,864 | $239K | 0.3% | 2025-Q4 stale |
| Sterling Manor Financial, LLC new | 9,133 | $233K | 0.3% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 8,430 | $227K | 0.3% | 2025-Q4 stale |
| TFB Advisors LLC trimmed | 8,382 | $226K | 0.3% | 2025-Q4 stale |
| Focus Partners Advisor Solutions, LLC new | 8,218 | $218K | 0.2% | 2025-Q3 stale |
| UBS Group AG added | 5,368 | $141K | 0.2% | 2025-Q3 stale |
| Camelot Portfolios, LLC new | 2,610 | $71K | 0.1% | 2025-Q4 stale |
| Noble Wealth Management PBC | 1,200 | $32K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,310 | $31K | 0.0% | 2025-Q1 stale |
| First Horizon Advisors, Inc. new | 779 | $20K | 0.0% | 2025-Q2 stale |
| Abound Wealth Management new | 495 | $13K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA trimmed | 426 | $11K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 338 | $9K | 0.0% | 2025-Q3 stale |
| MAI Capital Management | 307 | $8K | 0.0% | 2025-Q3 stale |
| Wood Tarver Financial Group, LLC | 300 | $7K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.