Institutional Holders (2026 Q1)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MARW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Forty-three Eighteen Advisors, LLC | 1.33% | 51,809 | $1.8M |
| 2 | Westshore Wealth, LLC | 0.85% | 70,675 | $2.4M |
| 3 | Gts Financial, LLC | 0.51% | 20,628 | $639K |
| 4 | Jim Saulnier & Associates, LLC | 0.36% | 21,587 | $736K |
| 5 | Castle Rock Wealth Management, LLC | 0.26% | 34,536 | $1.2M |
| 6 | FreeGulliver LLC | 0.12% | 8,677 | $296K |
| 7 | BCGM Wealth Management, LLC | 0.09% | 10,108 | $345K |
| 8 | TAGStone Capital, Inc. | 0.09% | 7,069 | $241K |
| 9 | Allianz Se | 0.06% | 154,690 | $5.3M |
| 10 | Cypress Wealth Services, LLC | 0.05% | 11,059 | $377K |
| 11 | PFG Advisors | 0.05% | 30,533 | $1.0M |
| 12 | Spire Wealth Management | 0.04% | 38,445 | $1.3M |
| 13 | Fortis Capital Management LLC | 0.03% | 9,743 | $332K |
| 14 | Centaurus Financial, INC. | 0.03% | 20,163 | $687K |
| 15 | First Heartland Consultants, Inc. | 0.03% | 9,872 | $337K |
| 16 | Harbour Investments, INC. | 0.02% | 40,931 | $1.4M |
| 17 | Kestra Advisory Services, LLC | 0.02% | 137,428 | $4.7M |
| 18 | World Investment Advisors | 0.01% | 26,876 | $916K |
| 19 | Focus Financial Network, Inc. | 0.01% | 10,856 | $370K |
| 20 | Commonwealth Equity Services, LLC | 0.01% | 235,301 | $8.0M |
| 21 | Independent Financial Group, LLC | 0.01% | 10,179 | $347K |
| 22 | Farther Finance Advisors, LLC | 0.01% | 30,479 | $1.0M |
| 23 | Osaic Holdings, INC. | 0.01% | 176,917 | $6.0M |
| 24 | Financial Network Wealth Advisors LLC | 0.01% | 173 | $6K |
| 25 | Capital Investment Advisory Services, LLC | 0.01% | 2,129 | $73K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|