Skip to content

MARM FIRST TR EXCHNG TRADED FD VI

Follow

VEST US EQUITY M (fund)

77 managers (77 13F filers) reported a position in MARM shares at 2026-03-31, 1,923,358 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
77
13F filers
77
New
7
Added
10
Reduced
38
Sold out
9
Shares held by filers
1,923,358

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC272,928$9.14M1.41%-1,74913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,582$6.65M0.01%+4,10513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management113,081$3.79M0.04%-4,15913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC86,453$2.89M0.01%+39,63013F-HRTimelineGroup
Cetera Investment Advisers78,401$2.62M<0.01%-12,53313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,264$2.19M<0.01%+13513F-HRTimeline
NewEdge Advisors, LLC55,805$1.87M0.01%-4,26313F-HR/ATimeline
Madrona Financial Services, LLC51,822$1.74M0.38%+10,64013F-HRTimeline
Mariner, LLCin group Mariner, LLC50,457$1.69M<0.01%-3,61013F-HRTimelineGroup
Triad Wealth Partners, LLC49,270$1.65M0.13%-2,34013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,711$1.5M0.07%-3,25313F-HRTimeline
LPL Financial LLC42,854$1.43M<0.01%-15313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,317$1.38M<0.01%+5,22613F-HRTimelineGroup
Cresset Asset Management, LLC40,805$1.37M0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,405$1.32M<0.01%013F-HRTimelineGroup
Capasso Planning Partners LLC37,798$1.27M0.68%013F-HRTimeline
Legacy Edge Advisors, LLC37,638$1.26M0.13%-1,89313F-HRTimeline
Main Street Financial Solutions, LLC36,212$1.21M0.09%-60013F-HRTimeline
Atria Investments, Inc35,165$1.18M0.01%-3,61013F-HRTimeline
Mutual Advisors, LLC33,003$1.1M0.02%-10013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…22,988$770K0.21%-18913F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,424$751K<0.01%+92813F-HRTimeline
OLD MISSION CAPITAL LLC21,890$733K0.02%-11,40113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,649$725K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.20,424$684K0.01%-4,08813F-HRTimeline
UPTICK PARTNERS, LLC18,910$633K0.13%+45013F-HRTimeline
Clear Creek Financial Management, LLC17,331$580K0.04%-2,90013F-HRTimeline
Foguth Wealth Management, LLC.16,629$568K0.07%-2,81713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,111$539K0.01%+1,49213F-HRTimelineGroup
Triumph Capital Management15,783$528K0.11%-60013F-HRTimeline
AE Wealth Management LLC15,574$521K<0.01%-1,44513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…15,310$513K0.02%+6,17713F-HRTimelineGroup
Arkadios Wealth Advisors13,682$458K0.01%-1,15013F-HRTimeline
Jaffetilchin Investment Partners, LLC11,994$402K0.02%013F-HRTimeline
Syntegra Private Wealth Group, LLC11,953$400K0.04%-2,96813F-HRTimeline
IFP Advisors, Inc11,215$375K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.10,833$363K0.09%-53613F-HRTimeline
Chris Bulman Inc9,530$319K0.14%-51213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,450$316K0.01%-5,16713F-HRTimeline
Prasad Wealth Partners, LLC8,900$298K0.08%new13F-HRTimeline
Integrity Financial Corp /WA8,779$294K0.15%-7513F-HRTimeline
Buck Wealth Strategies, LLC8,400$281K0.03%013F-HRTimeline
Certified Advisory Corp8,168$273K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,164$273K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.8,097$271K0.02%-43713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,970$267K0.01%013F-HR/ATimeline
Merit Financial Group, LLC7,811$262K<0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,770$260K0.03%new13F-HRTimeline
MN Wealth Advisors, LLC7,650$256K0.12%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,505$251K0.01%+1,25613F-HRTimelineGroup
Creative Planningin group Creative Planning7,270$243K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC7,270$243K0.01%013F-HRTimeline
SageGuard Financial Group, LLC7,194$241K0.04%-1,03513F-HRTimeline
DHJJ Financial Advisors, Ltd.7,147$239K0.08%013F-HRTimeline
Koshinski Asset Management, Inc.7,050$236K0.01%013F-HRTimeline
Sage Capital Advisors,llc6,839$229K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,760$226K<0.01%-30013F-HRTimelineGroup
LifeWealth Investments, LLC6,534$219K0.07%-65413F-HRTimeline
Bullseye Investment Management, LLC6,498$218K0.12%-1,73813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,395$214K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,360$213K<0.01%-43713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,645$188K<0.01%-10,79613F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.5,551$186K0.14%-7513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,879$163K<0.01%-20013F-HRTimelineGroup
IMG Wealth Management, Inc.4,187$140K0.09%-23113F-HRTimeline
Steward Partners Investment Advisory, L…3,948$132K<0.01%013F-HRTimeline
Advisory Services Network, LLC3,477$116K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC3,475$116K0.07%new13F-HRTimeline
Glen Eagle Advisors, LLC3,000$100K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,960$99.1K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,830$94.7K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,715$57.4K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,210$41K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC958$32.1K<0.01%-1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV295$9.88K<0.01%-2113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.42$1.41K<0.01%-23413F-HRTimeline
SBI Securities Co., Ltd.4$134<0.01%013F-HRTimeline