Who Owns First Trust Merger Arbitrage ETF (MARB)?Hedge Fund & Institutional Holders
Institutional Holders
43
as of Q4 2025
Total Institutional Value
$4.2870002194000144e+119T
% of Float Held
—
QoQ Change in Holders
+12 / -2
Price History
MARB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Owen LaRue, LLC | New Position | +208K | +$4.3B |
| Stratos Wealth Advisors, LLC | New Position | +44K | +$909.0M |
| ASSETMARK, INC | Increased | +42K | +$891.2M |
| FAS Wealth Partners, Inc. | New Position | +40K | +$833.0M |
| Center For Asset Management LLC | New Position | +36K | +$739.0M |
| Spire Wealth Management | New Position | +15K | +$309.0M |
| WORLD EQUITY GROUP, INC. | New Position | +15K | +$306.0M |
| Simplicity Wealth,LLC | New Position | +14K | +$298.0M |
| BCGM Wealth Management, LLC | Increased | +1K | +$47.9M |
| PRIVATE TRUST CO NA | New Position | +2K | +$47.0M |
| CoreCap Advisors, LLC | New Position | +1K | +$26.0M |
| Coppell Advisory Solutions LLC | Increased | +5K | +$117K |
| Allworth Financial LP | New Position | +3K | +$66K |
| TUCKER ASSET MANAGEMENT LLC | New Position | +169 | +$3K |
| MCGUIRE CAPITAL ADVISORS INC | New Position | +192 | +$3K |
MARB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -41K | -$832.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -13K | -$744.7M |
| OSAIC HOLDINGS, INC. | Decreased | -11K | -$352.2M |
| Holistic Financial Partners | Closed Position | -14K | -$284.2M |
| CIBC Private Wealth Group LLC | Decreased | -3K | -$85.0M |
| HARBOUR INVESTMENTS, INC. | Decreased | -32 | -$64.5M |
| Frederick Financial Consultants, LLC | Decreased | -4K | -$62.3M |
| UBS Group AG | Decreased | -412 | -$8.6M |
| ROYAL BANK OF CANADA | Decreased | -114 | -$4.0M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -407 | -$233K |
| Vivaldi Capital Management LP | Decreased | -360 | -$3K |
Top Institutional Holders(Q4 2025)
MARB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 40 | $13.7B | +17 |
| Q3 2025 | 23 | $14.4B | -8 |
| Q2 2025 | 31 | $21.6B | +1 |
| Q1 2025 | 30 | $23.7B | +1 |
| Q4 2024 | 29 | $15.3B | +0 |
| Q3 2024 | 29 | $2.3T | -2 |
| Q2 2024 | 31 | $2.1T | -5 |
| Q1 2024 | 36 | $322.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 43 institutional investors hold MARB (First Trust Merger Arbitrage ETF). The largest holder is Owen LaRue, LLC with $4.3B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own MARB?
As of Q4 2025, 43 institutional investors report holding MARB (First Trust Merger Arbitrage ETF) in their 13F filings.
Who is the largest institutional holder of MARB?
The largest institutional holder of MARB is Owen LaRue, LLC with $4.3B in shares.
Is institutional ownership of MARB increasing or decreasing?
This quarter, 12 institutions opened new positions in MARB and 2 closed their positions.