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Disclosery

MARM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

80 managers (80 13F filers) reported a position in MARM shares at 2025-12-31, 2,332,291 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
80
13F filers
80
New
6
Added
17
Reduced
31
Sold out
4
Shares held by filers
2,332,291

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$9.11M1.4%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC194,477$6.43M0.01%-12,61113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP177,495$5.87M<0.01%+1,14913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management117,240$3.88M0.04%+2,27013F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC99,809$3.3M0.69%-91313F-HRTimeline
Cetera Investment Advisers90,934$3.01M<0.01%-2,67513F-HRTimeline
Coppell Advisory Solutions LLC89,345$2.95M0.29%-1,57313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,129$2.15M<0.01%+11213F-HRTimeline
NewEdge Advisors, LLC60,068$1.99M0.01%+55513F-HRTimeline
Mariner, LLCin group Mariner, LLC54,067$1.79M<0.01%+36,88013F-HRTimelineGroup
Triad Wealth Partners, LLC51,610$1.71M0.16%+1,91113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC47,964$1.59M0.08%-1,18713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,823$1.55M0.01%-22,55613F-HRTimelineGroup
LPL Financial LLC43,007$1.42M<0.01%-1013F-HRTimeline
Madrona Financial Services, LLC41,182$1.36M0.29%013F-HRTimeline
Cresset Asset Management, LLC40,805$1.35M0.01%013F-HRTimeline
Legacy Edge Advisors, LLC39,531$1.31M0.14%+1,34813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,405$1.3M<0.01%013F-HRTimelineGroup
Atria Investments, Inc38,775$1.28M0.01%+1,85913F-HRTimeline
Capasso Planning Partners LLC37,798$1.25M0.69%-23,87813F-HRTimeline
Main Street Financial Solutions, LLC36,812$1.22M0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,091$1.19M<0.01%-1,51413F-HRTimelineGroup
OLD MISSION CAPITAL LLC33,291$1.1M0.04%+23,60313F-HRTimeline
Mutual Advisors, LLC33,103$1.09M0.02%+31613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,000$826K<0.01%+2,37813F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.24,512$810K0.02%-8,30813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…23,177$766K0.24%-6,95713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,399$740K0.01%-26,22213F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,496$711K<0.01%-4,08313F-HRTimeline
Clear Creek Financial Management, LLC20,231$669K0.05%-2,49513F-HRTimeline
Global Assets Advisory, LLC19,875$657K0.19%-33713F-HRTimeline
Foguth Wealth Management, LLC.19,446$643K0.1%13F-HRTimeline
UPTICK PARTNERS, LLC18,460$610K0.13%013F-HRTimeline
AE Wealth Management LLC17,019$563K<0.01%+5,47513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,441$543K<0.01%013F-HRTimelineGroup
Triumph Capital Management16,383$542K0.12%-2,21213F-HRTimeline
Syntegra Private Wealth Group, LLC14,921$493K0.05%013F-HRTimeline
Arkadios Wealth Advisors14,832$490K0.01%+6,98213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,619$483K0.01%-3,90613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…14,617$483K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,471$412K<0.01%+1,82013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC11,994$396K0.02%013F-HRTimeline
WORLD EQUITY GROUP, INC.11,369$376K0.1%-1,54513F-HRTimeline
IFP Advisors, Inc11,215$371K0.01%+2,85013F-HRTimeline
Chris Bulman Inc10,042$332K0.15%-62413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,133$302K0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA8,854$293K0.15%-39013F-HRTimeline
First Heartland Consultants, Inc.8,534$282K0.02%013F-HRTimeline
Buck Wealth Strategies, LLC8,400$278K0.04%013F-HRTimeline
Bullseye Investment Management, LLC8,236$272K0.14%-16,07513F-HRTimeline
SageGuard Financial Group, LLC8,229$272K0.04%13F-HRTimeline
Certified Advisory Corp8,168$270K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,164$270K<0.01%+3013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,970$263K0.01%-78013F-HRTimeline
Merit Financial Group, LLC7,811$258K<0.01%new13F-HRTimeline
MN Wealth Advisors, LLC7,650$253K0.13%013F-HRTimeline
SageView Advisory Group, LLC7,270$240K0.01%013F-HRTimeline
LifeWealth Investments, LLC7,188$238K0.08%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7,147$236K0.08%013F-HRTimeline
Koshinski Asset Management, Inc.7,050$233K0.02%-1,35013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,060$233K<0.01%-813F-HRTimelineGroup
Sage Capital Advisors,llc6,839$226K0.05%-2,57413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,797$225K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,249$207K0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.5,626$186K0.15%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,079$168K<0.01%-72313F-HRTimelineGroup
IMG Wealth Management, Inc.4,418$146K0.09%-4,24313F-HRTimeline
Steward Partners Investment Advisory, L…3,948$130K<0.01%-2,74013F-HRTimeline
Glen Eagle Advisors, LLC3,000$99.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,960$98K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,830$93.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,715$56.7K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,431$47.3K<0.01%-2,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,210$40K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,078$35.6K<0.01%-72913F-HRTimelineGroup
Farther Finance Advisors, LLC968$32K<0.01%+16213F-HRTimeline
Arax Advisory Partners726$24K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV316$10.4K<0.01%-86113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.276$9.12K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.4$132<0.01%013F-HRTimeline