MARB

First Trust Merger ArbitrageETF
UnclassifiedUSCUSIP 33740J203◍ Confluence graph
Tracked 13F Holders
32
-17 QoQ
13F Value (tracked)
$16.9M
13F Moves · latest Q
2 added
4 trimmed
Recent Filings
0

Who owns MARB?

32 tracked 13F filers

32 tracked 13F filers disclose a position in MARB as of the latest SEC 13F filings, a combined $16.9M 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
2SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.2M
108K
+359%
Added · +84K sh
Q1 2026
3FAS Wealth Partners, Inc.
$1.5M
75K
+12%
Added · +8K sh
Q2 2026
4Frederick Financial Consultants, LLC
$1.2M
59K
−5.1%
Reduced · −3K sh
Q2 2026
5Clear Harbor Asset Management, LLC
$852K
41K
Held
Q2 2026
6Stratos Wealth Advisors, LLC
$803K
39K
−8.6%
Reduced · −4K sh
Q2 2026
7Owen LaRue, LLC
$683K
33K
−8.6%
Reduced · −3K sh
Q2 2026
8AE Wealth Management LLC
$499K
24K
+355%
Added · +19K sh
Q1 2026
9JANE STREET GROUP, LLC
$388K
19K
+323%
Added · +14K sh
Q1 2026
10WORLD EQUITY GROUP, INC.
$338K
16K
+3.8%
Added · +602 sh
Q2 2026
11ASSETMARK, INC
$334K
16K
−5.2%
Reduced · −883 sh
Q2 2026
12ENVESTNET ASSET MANAGEMENT INC
$225K
11K
−75%
Reduced · −33K sh
Q1 2026
13Cetera Investment Advisers
$213K
10K
−59%
Reduced · −15K sh
Q1 2026
14MORGAN STANLEY
$197K
10K
−66%
Reduced · −18K sh
Q1 2026
15OSAIC HOLDINGS, INC.
$136K
7K
~0%
Added · +1 sh
Q1 2026
16Cassaday & Co Wealth Management LLC
$78K
4K
Held
Q2 2026
17HARBOUR INVESTMENTS, INC.
$62K
3K
−4.9%
Reduced · −154 sh
Q1 2026
18PRIVATE TRUST CO NA
$51K
2K
+6.3%
Added · +145 sh
Q2 2026
19HIGHLINE WEALTH PARTNERS LLC
$44K
2K
New
+2K sh
Q2 2026
20Ascentis Independent Advisors
$25K
1K
Held
Q2 2026
21Integrated Wealth Concepts LLC
$18K
881
New
+881 sh
Q2 2026
22CoreCap Advisors, LLC
$11K
553
−57%
Reduced · −726 sh
Q1 2026
23Arax Advisory Partners
$10K
470
Held
Q2 2026
24CALDWELL SUTTER CAPITAL, INC.
$9K
440
New
+440 sh
Q2 2026
25UBS Group AG
$9K
419
+288%
Added · +311 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 4 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
4
funds
Exited
0
funds

Funds that own MARB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA13 funds$4.1B
APPLE INCAAPL13 funds$2.4B
AMAZON.COM INCAMZN13 funds$2.1B
MICROSOFT CORPMSFT13 funds$1.4B
BROADCOM INCAVGO13 funds$1.2B
META PLATFORMS INC-CLASS AMETA13 funds$1.2B
ALPHABET INC-CL AGOOGL13 funds$1.1B
JPMORGAN CHASE & COJPM13 funds$939.5M
TESLA INCTSLA13 funds$921.8M
INVESCO QQQ TRUST SERIES 1QQQ13 funds$716.6M
JOHNSON & JOHNSONJNJ13 funds$642.8M
COCA-COLA CO/THEKO13 funds$554.1M

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

Institutional ownership over time

13 funds-13 since Q3 2024
01530Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.9M

Share classes

Class13F holdersValue held
FUMBmc79 funds$150.6M
MARBthis pageUIT EXCHANGE TRADED32 funds$16.9M

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.