FIRST TRUST MERGER ARBITRAGE (MARB) Top Institutional Shareholders
FIRST TRUST MERGER ARBITRAGE (MARB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $21.52M in MARB holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MARB tracked by InsiderSet, reporting ownership valued at approximately $6.90M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.98M, representing an estimated gain of +1.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MARB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Citadel Advisors Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in FIRST TRUST MERGER ARBITRAGE (MARB).
This page ranks the largest institutional MARB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$21.52M
Largest Holder
Lpl Financial Llc
Largest Position
$6.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 333,361 | $6,900,570 | $6,976,079 | +$75,509 | +1.09% | |
| Citadel Advisors Llc | 0.00% | 150,322 | $3,111,665 | $3,145,713 | +$34,048 | +1.09% | |
| Susquehanna International Group, Llp | 0.00% | 107,700 | $2,229,390 | $2,253,784 | +$24,394 | +1.09% | |
| Bcgm Wealth Management, Llc | 0.39% | 74,727 | $1,546,852 | $1,563,775 | +$16,923 | +1.09% | |
| Frederick Financial Consultants, Llc | 0.64% | 61,888 | $1,281,082 | $1,295,099 | +$14,017 | +1.09% | |
| Rfg Advisory, Llc | 0.02% | 52,285 | $1,082,291 | $1,094,142 | +$11,851 | +1.09% | |
| Stratos Wealth Advisors, Llc | 0.05% | 42,588 | $881,588 | $891,218 | +$9,630 | +1.09% | |
| Clear Harbor Asset Management, Llc | 0.06% | 41,264 | $854,165 | $863,511 | +$9,346 | +1.09% | |
| Owen Larue, Llc | 0.29% | 36,207 | $749,477 | $757,686 | +$8,209 | +1.10% | |
| Ae Wealth Management Llc | 0.00% | 24,093 | $498,725 | $504,182 | +$5,457 | +1.09% | |
| Jane Street Group, Llc | 0.00% | 18,760 | $388,332 | $392,581 | +$4,249 | +1.09% | |
| Assetmark, Inc | 0.00% | 17,050 | $352,933 | $356,797 | +$3,864 | +1.09% | |
| World Equity Group, Inc. | 0.08% | 15,773 | $326,505 | $330,074 | +$3,569 | +1.09% | |
| Vivaldi Capital Management Lp | 0.04% | 13,762 | $284,875 | $287,990 | +$3,115 | +1.09% | |
| Envestnet Asset Management Inc | 0.00% | 10,874 | $225,088 | $227,555 | +$2,467 | +1.10% | |
| Cetera Investment Advisers | 0.00% | 10,296 | $213,126 | $215,459 | +$2,333 | +1.09% | |
| Morgan Stanley | 0.00% | 9,530 | $197,277 | $199,430 | +$2,153 | +1.09% | |
| Osaic Holdings, Inc. | 0.00% | 6,555 | $135,679 | $137,173 | +$1,494 | +1.10% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 3,777 | $78,184 | $79,039 | +$855 | +1.09% | |
| Harbour Investments, Inc. | 0.00% | 2,996 | $62,017 | $62,696 | +$679 | +1.09% | |
| Private Trust Co Na | 0.00% | 2,304 | $47,693 | $48,215 | +$522 | +1.09% | |
| Ascentis Independent Advisors | 0.00% | 1,234 | $25,543 | $25,823 | +$280 | +1.10% | |
| Corecap Advisors, Llc | 0.00% | 553 | $11,447 | $11,572 | +$125 | +1.10% | |
| Arax Advisory Partners | 0.00% | 470 | $9,729 | $9,835 | +$106 | +1.09% | |
| Ubs Group Ag | 0.00% | 419 | $8,673 | $8,768 | +$95 | +1.10% | |
| Mcguire Capital Advisors Inc | 0.00% | 192 | $3,974 | $4,018 | +$44 | +1.10% | |
| Western Wealth Management, Llc | 0.00% | 177 | $3,659 | $3,704 | +$45 | +1.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 141,750 | $2,934 | $2,966,331 | +$2,963,397 | +101001.96% | |
| Gilpin Wealth Management, Llc | 0.00% | 120 | $2,484 | $2,511 | +$27 | +1.09% | |
| Royal Bank Of Canada | 0.00% | 105 | $2,000 | $2,197 | +$197 | +9.86% | |
| Farther Finance Advisors, Llc | 0.00% | 67 | $1,391 | $1,402 | +$11 | +0.80% | |
| Cwm, Llc | 0.00% | 57 | $1,180 | $1,193 | +$13 | +1.09% | |
| Sound Income Strategies, Llc | 0.00% | 44 | $913 | $921 | +$8 | +0.85% | |
| Wedbush Securities Inc | 0.01% | 16,197 | $335 | $338,947 | +$338,612 | +101078.07% | |
| Larson Financial Group Llc | 0.00% | 8 | $166 | $167 | +$1 | +0.85% |
Frequently asked questions about MARB
Who owns the most MARB stock?
The largest holders of MARB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MERGER ARBITRAGE (MARB).
Is MARB widely held by superinvestors?
Many widely followed stocks like MARB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MARB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.