Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (MARB)

28 + Investors. Track Smart Money conviction in MARB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
34%

Smart Money Signals — MARB

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MARB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 50% of 3.0Y high

50% of all-time peak
Only 28 funds hold MARB today versus a peak of 56 funds at 2023 Q4 — just 50% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold MARB compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 34% buying

11 buying21 selling
Last quarter: 21 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 14% medium ■ 32% new
15 out of 28 hedge funds have held MARB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 8 → 8 → 7 → 5 new funds/Q
New funds entering each quarter: 8 → 8 → 7 → 5. MARB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 36% newcomers

■ 57% veterans ■ 7% 1-2yr ■ 36% new
Entry-cohort mix of 28 holders: 16 (57%) are 2+ year veterans, 2 entered 1–2 years ago, and 10 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
6 of 28 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MARB

In 2026 Q2, 11 hedge funds were net buyers of MARB (5 opened a new position, 6 added to an existing one), while 21 reduced or exited (8 trimmed, 13 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 30% of total institutional value in MARB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: MARB

How many hedge funds hold MARB — quarterly history vs. share price
Quarterly hedge fund ownership of MARB vs. share price

Market Analysis: MARB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MARB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MARB
28 + Investors

Track Smart Money conviction in MARB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 36 -22.22%
13F Shares 514K 1M -59.37%
Total Value $10M $23M -55.03%
New Positions 5 7 -2
Increased Positions 6 11 -5
Closed Positions 13 10 +3
Reduced Positions 8 10 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MARB

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Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MARB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MARB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frederick Financial Consultants, LLC 0.51% 58,719 $1.2M
2 Owen LaRue, LLC 0.24% 33,078 $683K
3 FAS Wealth Partners, Inc. 0.08% 74,598 $1.5M
4 World Equity Group, INC. 0.08% 16,375 $338K
5 Clear Harbor Asset Management, LLC 0.05% 41,264 $852K
6 Stratos Wealth Advisors, LLC 0.04% 38,909 $803K
7 Highline Wealth Partners LLC 0.01% 2,129 $44K
8 Private Trust Co NA 0.00% 2,449 $51K
9 AE Wealth Management LLC 0.00% 40,326 $832K
10 Caldwell Sutter Capital, INC. 0.00% 440 $9K
11 Mcguire Capital Advisors Inc 0.00% 192 $4K
12 Gilpin Wealth Management, LLC 0.00% 120 $2K
13 Cassaday & Co Wealth Management LLC 0.00% 3,777 $78K
14 Harbour Investments, INC. 0.00% 2,996 $62K
15 LPL Financial LLC 0.00% 127,310 $2.6M
16 Assetmark, Inc 0.00% 16,167 $334K
17 Cetera Investment Advisers 0.00% 10,296 $212K
18 Osaic Holdings, INC. 0.00% 6,555 $135K
19 IFG Advisory, LLC 0.00% 177 $4K
20 Integrated Wealth Concepts LLC 0.00% 881 $18K
21 Arax Advisory Partners 0.00% 470 $10K
22 Envestnet Asset Management Inc 0.00% 10,206 $211K
23 Royal Bank of Canada 0.00% 10,218 $211K
24 Farther Finance Advisors, LLC 0.00% 67 $1K
25 UBS Group AG 0.00% 1,130 $23K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exch Traded Fd III (MARB)

What does the Smart Money Trend signal show for MARB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MARB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MARB?

Heavy selling pressure — only 34% buying: Last quarter: 21 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MARB holders?

Strong quality — 30% AUM from major funds: 6 of 28 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MARB?

54% of holders stayed for 2+ years: 15 out of 28 hedge funds have held MARB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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