MARB

First Trust Merger ArbitrageETF
UnclassifiedUSCUSIP 33740J203◍ Confluence graph
Tracked 13F Holders
24
+0 QoQ
13F Value (tracked)
$17.1M
13F Moves · latest Q
2 added
2 trimmed
Recent Filings
0

Who owns MARB?

24 tracked 13F filers

24 tracked 13F filers disclose a position in MARB as of the latest SEC 13F filings, a combined $17.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$6.9M
333K
+13%
Added · +38K sh
Q1 2026
2CITADEL ADVISORS LLC
$3.1M
150K
New
+150K sh
Q1 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.2M
108K
+359%
Added · +84K sh
Q1 2026
4FAS Wealth Partners, Inc.
$1.4M
67K
+65%
Added · +26K sh
Q1 2026
5Stratos Wealth Advisors, LLC
$882K
43K
−3.3%
Reduced · −1K sh
Q1 2026
6AE Wealth Management LLC
$499K
24K
+355%
Added · +19K sh
Q1 2026
7JANE STREET GROUP, LLC
$388K
19K
+323%
Added · +14K sh
Q1 2026
8ASSETMARK, INC
$353K
17K
−84%
Reduced · −89K sh
Q1 2026
9WORLD EQUITY GROUP, INC.
$338K
16K
+3.8%
Added · +602 sh
Q2 2026
10ENVESTNET ASSET MANAGEMENT INC
$225K
11K
−75%
Reduced · −33K sh
Q1 2026
11Cetera Investment Advisers
$213K
10K
−59%
Reduced · −15K sh
Q1 2026
12MORGAN STANLEY
$197K
10K
−66%
Reduced · −18K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$136K
7K
~0%
Added · +1 sh
Q1 2026
14Cassaday & Co Wealth Management LLC
$78K
4K
New
+4K sh
Q1 2026
15HARBOUR INVESTMENTS, INC.
$62K
3K
−4.9%
Reduced · −154 sh
Q1 2026
16HIGHLINE WEALTH PARTNERS LLC
$44K
2K
New
+2K sh
Q2 2026
17CoreCap Advisors, LLC
$11K
553
−57%
Reduced · −726 sh
Q1 2026
18Arax Advisory Partners
$10K
470
Held
Q1 2026
19UBS Group AG
$9K
419
+288%
Added · +311 sh
Q1 2026
20ROYAL BANK OF CANADA
$2K
105
+19%
Added · +17 sh
Q1 2026
21Farther Finance Advisors, LLC
$1K
67
Held
Q1 2026
22CWM, LLC
$1K
57
New
+57 sh
Q1 2026
23Larson Financial Group LLC
$166
8
Held
Q1 2026
24JPMORGAN CHASE & CO
$104
5
New
+5 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MARB being bought or sold by institutions?

Last quarter, 1 fund opened a new position in MARB and 1 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Funds that own MARB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$5.3B
ISHARES CORE S&P 500 ETFIVV11 funds$4.1B
APPLE INCAAPL11 funds$3.3B
AMAZON.COM INCAMZN11 funds$2.7B
MICROSOFT CORPMSFT11 funds$2.4B
ALPHABET INC-CL AGOOGL11 funds$2.0B
META PLATFORMS INC-CLASS AMETA11 funds$1.9B
BROADCOM INCAVGO11 funds$1.8B
MICRON TECHNOLOGY INCMU11 funds$1.8B
TAIWAN SEMICONDUCTOR-SP ADRTSM11 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA11 funds$1.6B
JPMORGAN CHASE & COJPM11 funds$1.2B

Ranked by how many of MARB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

25 funds+1 since Q3 2024
01325Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $18.1M

Share classes

Class13F holdersValue held
FUMBmc61 funds$134.0M
MARBthis pageMERGER ARBITRA24 funds$17.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MARB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MARB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MARB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MARB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.