MARM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -1.8% ·
net new positions -6.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 194.48K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | First Trust Advisors Lp | 177.50K | n/a | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 90.93K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 65.13K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 54.07K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 43.01K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 39.41K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 36.09K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Goldman Sachs Group ✦ | 25.00K | +10.5% | $826,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 16.44K | -50.0% | $543,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.47K | n/a | $412,226 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 8.16K | n/a | $269,859 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 6.80K | n/a | $224,673 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Barclays Plc | 5.08K | n/a | $167,885 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 2.96K | n/a | $98,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 1.08K | n/a | $35,633 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $11,410 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 1.86M shares, $59.63M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.