Who Owns MARB?
First Trust Merger Arbitrage ETF — Institutional Ownership & 13F Holdings
$20.86
+0.01 (+0.02%)
Market Cap
$39.3M
Shares Outstanding
1,887,743
Institutional Holders
30
Total Inst. Value
$19.8M
% of Float Held
—
QoQ Holder Change
-6
Institutional data as of Q1 2025
New Positions
8
Closed Positions
6
Increased
14
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Owen LaRue, LLC | $4.8M | 238,924 |
| 2 | Coppell Advisory Solutions LLC | $1.6M | 81,002 |
| 3 | FIRST TRUST ADVISORS LP | $1.6M | 80,078 |
| 4 | Frederick Financial Consultants, LLCNew | $1.4M | 71,475 |
| 5 | BCGM Wealth Management, LLC | $1.2M | 61,961 |
| 6 | Stratos Wealth Advisors, LLC | $1.0M | 50,448 |
| 7 | FAS Wealth Partners, Inc. | $927K | 46,424 |
| 8 | CreativeOne Wealth, LLC | $906K | 45,375 |
| 9 | Virtue Capital Management, LLCNew | $900K | 45,070 |
| 10 | Clear Harbor Asset Management, LLC | $853K | 42,724 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | +75K | $1.6M |
| FIRST TRUST ADVISORS LP | +45K | $1.6M |
| Frederick Financial Consultants, LLCNew | +71K | $1.4M |
| BCGM Wealth Management, LLC | +2K | $1.2M |
| FAS Wealth Partners, Inc. | +2K | $927K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -15K | $305K |
| Holistic Financial Partners | -10K | $736K |
| Owen LaRue, LLC | -7K | $4.8M |
| HARBOUR INVESTMENTS, INC. | -6K | $64K |
| Stratos Wealth Advisors, LLC | -887 | $1.0M |
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Frequently Asked Questions
How many institutional investors hold MARB?
As of Q1 2025, 30 institutional investors report holding MARB (First Trust Merger Arbitrage ETF) in their 13F filings.
Which hedge fund owns the most MARB?
The largest institutional holder of MARB is Owen LaRue, LLC with $4.8M in shares.
Are institutions buying or selling MARB?
This quarter, 8 institutions opened new positions in MARB and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.