Skip to content
Disclosery

MARM FIRST TR EXCHNG TRADED FD VI

Follow

VEST US EQUITY M (fund)

83 managers (83 13F filers) reported a position in MARM shares at 2025-06-30, 2,498,016 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
83
New
13
Added
19
Reduced
27
Sold out
9
Shares held by filers
2,498,016

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ignite Planners, LLC278,108$8.95M1.56%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC222,820$7.16M0.01%-55313F-HRTimeline
Cetera Investment Advisers173,960$5.59M0.01%+23,15713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP167,444$5.38M<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management110,385$3.55M0.05%+39,85113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC100,722$3.24M0.79%+34,78213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,795$3.01M0.01%+4,22613F-HRTimelineGroup
Coppell Advisory Solutions LLC90,457$2.9M0.34%-71513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS64,877$2.08M<0.01%013F-HRTimeline
Capasso Planning Partners LLC61,676$1.98M1.12%new13F-HRTimeline
NewEdge Advisors, LLC60,968$1.96M0.01%+22,69013F-HRTimeline
Triad Wealth Partners, LLC58,893$1.89M0.38%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,161$1.61M0.13%-66313F-HRTimeline
Mutual Advisors, LLC41,937$1.35M0.03%+1,60013F-HRTimeline
Madrona Financial Services, LLC41,182$1.32M0.32%+3,20013F-HRTimeline
Cresset Asset Management, LLC40,805$1.31M0.01%-8,14013F-HR/ATimeline
Main Street Financial Solutions, LLC37,152$1.19M0.09%013F-HRTimeline
IFP Advisors, Inc37,101$1.19M0.03%-4,71813F-HRTimeline
HARBOUR INVESTMENTS, INC.32,820$1.05M0.03%+3,49113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…30,134$968K0.32%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,604$951K<0.01%+3,55613F-HRTimeline
Legacy Edge Advisors, LLC29,523$948K0.13%+2,38413F-HRTimeline
Atria Investments, Inc26,469$850K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,405$848K<0.01%-16613F-HRTimelineGroup
Defined Financial Planning LLC25,690$826K0.73%new13F-HRTimeline
LPL Financial LLC25,343$814K<0.01%+1,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,406$784K<0.01%+8,38413F-HR/ATimelineGroup
Bullseye Investment Management, LLC24,311$762K0.46%013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,639$663K<0.01%-913F-HRTimelineGroup
UPTICK PARTNERS, LLC20,490$658K0.19%-13,80013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,215$649K0.01%-98513F-HRTimelineGroup
BlueChip Wealth Advisors LLC19,676$632K0.28%013F-HRTimeline
Signal Advisors Wealth, LLC19,596$629K0.05%-4,81113F-HRTimeline
Foguth Wealth Management, LLC.19,596$629K0.13%-4,81113F-HRTimeline
Clear Creek Financial Management, LLC18,806$604K0.06%+14013F-HRTimeline
Triumph Capital Management18,650$599K0.18%013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,622$598K<0.01%-15,66013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC14,921$479K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,617$470K0.02%013F-HRTimeline
Chris Bulman Inc13,262$426K0.24%-12613F-HRTimeline
GPS Wealth Strategies Group, LLC13,216$425K0.05%-30013F-HRTimeline
WORLD EQUITY GROUP, INC.13,070$420K0.11%-1,37413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,900$414K0.02%-3,41113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,870$413K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC12,563$404K<0.01%+6,80413F-HRTimeline
Jaffetilchin Investment Partners, LLC11,994$385K0.03%-3,22113F-HRTimeline
First Heartland Consultants, Inc.10,305$331K0.03%-1,00013F-HRTimeline
Cooper Financial Group9,999$321K0.04%-2,75513F-HRTimeline
Sage Capital Advisors,llc9,413$302K0.07%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,133$293K0.01%-15,12413F-HRTimelineGroup
IMG Wealth Management, Inc.8,872$285K0.22%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,750$281K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.8,400$270K0.02%-17013F-HRTimeline
Buck Wealth Strategies, LLC8,400$270K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,252$265K<0.01%new13F-HRTimelineGroup
Certified Advisory Corp8,168$262K0.03%013F-HRTimeline
Arkadios Wealth Advisors7,850$252K0.01%-1,00013F-HRTimeline
MN Wealth Advisors, LLC7,650$246K0.14%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7,464$240K0.09%013F-HRTimeline
Creekmur Asset Management LLC7,354$236K0.04%+2,57713F-HRTimeline
SageView Advisory Group, LLC7,270$234K0.01%013F-HRTimeline
LifeWealth Investments, LLC7,188$231K0.08%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,076$227K0.01%+14113F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,030$226K<0.01%013F-HRTimeline
SMITH, MOORE & CO.6,801$218K0.02%-1,10513F-HRTimeline
Obsidian Personal Planning Solutions LLC6,741$217K0.09%013F-HRTimeline
Harvest Investment Services, LLC6,677$214K0.05%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,461$175K<0.01%+74913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC3,120$100K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC3,000$96.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,830$90.9K<0.01%-1,48013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,213$71.1K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,088$67.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,729$56K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,247$40.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$32.1K<0.01%+10013F-HRTimelineGroup
Integrity Financial Corp /WA997$32K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG857$27.5K<0.01%+7213F-HRTimelineGroup
Arax Advisory Partners726$23.3K<0.01%-3,44313F-HRTimeline
Sunbelt Securities, Inc.750$23.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY350$11.2K<0.01%-17513F-HRTimelineGroup
SBI Securities Co., Ltd.4$128<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.