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Disclosery

MARM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

79 managers (79 13F filers) reported a position in MARM shares at 2025-09-30, 2,410,081 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
79
13F filers
79
New
6
Added
17
Reduced
29
Sold out
9
Shares held by filers
2,410,081

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC274,677$8.95M1.47%-3,43113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC207,088$6.75M0.01%-15,73213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP176,346$5.75M<0.01%+8,90213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management114,970$3.75M0.04%+4,58513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC100,722$3.28M0.72%013F-HRTimeline
Cetera Investment Advisers93,609$3.05M<0.01%-80,35113F-HRTimeline
Coppell Advisory Solutions LLC90,918$2.96M0.31%+46113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,379$2.26M0.01%-24,41613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS65,017$2.12M<0.01%+14013F-HRTimeline
Capasso Planning Partners LLC61,676$2.01M1.25%013F-HRTimeline
NewEdge Advisors, LLC59,513$1.94M0.01%-1,45513F-HRTimeline
Triad Wealth Partners, LLC49,699$1.62M0.21%-9,19413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC49,151$1.6M0.1%-1,01013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,621$1.58M0.01%+35,75113F-HRTimelineGroup
LPL Financial LLC43,017$1.4M<0.01%+17,67413F-HRTimeline
Madrona Financial Services, LLC41,182$1.34M0.3%013F-HRTimeline
Cresset Asset Management, LLC40,805$1.33M0.01%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,405$1.28M<0.01%+13,00013F-HRTimelineGroup
Legacy Edge Advisors, LLC38,183$1.24M0.15%+8,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,605$1.23M<0.01%+13,19913F-HRTimelineGroup
Atria Investments, Inc36,916$1.2M0.01%+10,44713F-HRTimeline
Main Street Financial Solutions, LLC36,812$1.2M0.08%-34013F-HRTimeline
Defined Financial Planning LLC35,053$1.14M0.95%+9,36313F-HRTimeline
Mutual Advisors, LLC32,787$1.07M0.02%-9,15013F-HRTimeline
HARBOUR INVESTMENTS, INC.32,820$1.07M0.02%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…30,134$982K0.29%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,579$834K<0.01%-4,02513F-HRTimeline
Bullseye Investment Management, LLC24,311$762K0.46%013F-HRTimeline
Clear Creek Financial Management, LLC22,726$741K0.06%+3,92013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,622$737K<0.01%+4,00013F-HRTimelineGroup
Global Assets Advisory, LLC20,212$659K0.2%new13F-HRTimeline
Triumph Capital Management18,595$606K0.16%-5513F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,525$604K0.01%-1,69013F-HRTimelineGroup
UPTICK PARTNERS, LLC18,460$602K0.16%-2,03013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,187$560K<0.01%-3,45213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,441$536K<0.01%new13F-HR/ATimelineGroup
Syntegra Private Wealth Group, LLC14,921$486K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,617$477K0.02%013F-HRTimeline
WORLD EQUITY GROUP, INC.12,914$421K0.1%-15613F-HRTimeline
GPS Wealth Strategies Group, LLC12,551$409K0.04%-66513F-HRTimeline
Jaffetilchin Investment Partners, LLC11,994$391K0.02%013F-HRTimeline
AE Wealth Management LLC11,544$376K<0.01%-1,01913F-HRTimeline
Chris Bulman Inc10,666$348K0.17%-2,59613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,651$347K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC9,688$316K0.01%new13F-HRTimeline
Sage Capital Advisors,llc9,413$307K0.07%013F-HRTimeline
Integrity Financial Corp /WA9,244$301K0.14%+8,24713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,133$298K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,750$285K0.01%013F-HRTimeline
IMG Wealth Management, Inc.8,661$282K0.19%-21113F-HRTimeline
First Heartland Consultants, Inc.8,534$278K0.02%-1,77113F-HRTimeline
Koshinski Asset Management, Inc.8,400$274K0.02%013F-HRTimeline
Buck Wealth Strategies, LLC8,400$274K0.04%013F-HRTimeline
IFP Advisors, Inc8,365$273K0.01%-28,73613F-HR/ATimeline
Certified Advisory Corp8,168$266K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,134$265K<0.01%-11813F-HRTimelineGroup
Arkadios Wealth Advisors7,850$256K0.01%013F-HRTimeline
MN Wealth Advisors, LLC7,650$249K0.13%013F-HRTimeline
Creekmur Asset Management LLC7,369$240K0.04%+1513F-HRTimeline
SageView Advisory Group, LLC7,270$237K0.01%013F-HRTimeline
LifeWealth Investments, LLC7,188$234K0.08%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.7,147$233K0.08%-31713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,068$230K<0.01%-813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC6,741$221K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…6,688$218K<0.01%-34213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,802$189K<0.01%+34113F-HR/ATimelineGroup
Advisory Services Network, LLC3,507$114K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,431$112K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC3,000$97.8K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,960$96K<0.01%-16013F-HRTimelineGroup
Geneos Wealth Management Inc.2,830$92.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,807$58.9K<0.01%+95013F-HRTimelineGroup
Noble Wealth Management PBC1,715$55.9K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,210$39K<0.01%-51913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,177$38.4K<0.01%-7013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$32.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC806$26.3K<0.01%-1,28213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY350$11.4K<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.4$130<0.01%013F-HRTimeline