YMAR Institutional Ownership & Shareholders
FT VT INT EQU M B- MAR-US I (YMAR) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $80.48M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of YMAR tracked by InsiderSet, reporting ownership valued at approximately $10.80M in its September 30, 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 $10.79M, representing an estimated loss of -0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed YMAR value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Modern Wealth Management, Llc, Bip Wealth, Llc, and several other long-term asset managers with concentrated positions in FT VT INT EQU M B- MAR-US I (YMAR).
This page ranks the largest institutional YMAR 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
67
Total Reported Value
$80.48M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$10.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 372,075 | $10,801,820 | $10,790,435 | -$11,385 | -0.11% | |
| Modern Wealth Management, Llc | 0.12% | 362,437 | $10,386,176 | $10,510,927 | +$124,751 | +1.20% | |
| Bip Wealth, Llc | 0.22% | 285,426 | $8,286,288 | $8,277,554 | -$8,734 | -0.11% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 2.11% | 251,687 | $7,306,801 | $7,299,099 | -$7,702 | -0.11% | |
| Raymond James Financial Inc | 0.00% | 189,723 | $5,436,797 | $5,502,100 | +$65,303 | +1.20% | |
| Legacy Capital Wealth Partners, Llc | 0.97% | 162,931 | $4,650,350 | $4,725,113 | +$74,763 | +1.61% | |
| Ogorek Anthony Joseph | 1.09% | 153,873 | $4,409,000 | $4,462,425 | +$53,425 | +1.21% | |
| Cetera Investment Advisers | 0.00% | 114,004 | $3,266,967 | $3,306,196 | +$39,229 | +1.20% | |
| Osaic Holdings, Inc. | 0.00% | 57,143 | $1,637,610 | $1,657,187 | +$19,577 | +1.20% | |
| Lm Advisors Llc | 0.18% | 54,859 | $1,572,000 | $1,590,949 | +$18,949 | +1.21% | |
| Lpl Financial Llc | 0.00% | 47,184 | $1,352,128 | $1,368,369 | +$16,241 | +1.20% | |
| Janney Montgomery Scott Llc | 0.00% | 44,200 | $1,267,000 | $1,281,831 | +$14,831 | +1.17% | |
| Silver Oak Securities, Incorporated | 0.07% | 41,581 | $1,191,566 | $1,205,878 | +$14,312 | +1.20% | |
| Visionary Wealth Advisors | 0.05% | 40,201 | $1,152,020 | $1,165,857 | +$13,837 | +1.20% | |
| Kestra Advisory Services, Llc | 0.00% | 35,359 | $1,026,518 | $1,025,436 | -$1,082 | -0.11% | |
| Old Mission Capital Llc | 0.03% | 34,435 | $986,786 | $998,639 | +$11,853 | +1.20% | |
| Maia Wealth Llc | 0.13% | 31,825 | $923,921 | $922,947 | -$974 | -0.11% | |
| Ifrah Financial Services, Inc. | 0.23% | 30,809 | $894,422 | $893,483 | -$939 | -0.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 30,417 | $877,993 | $882,114 | +$4,121 | +0.47% | |
| Soa Wealth Advisors, Llc. | 0.13% | 26,670 | $764,269 | $773,449 | +$9,180 | +1.20% | |
| Anfield Capital Management, Llc | 0.17% | 22,190 | $606,945 | $643,526 | +$36,581 | +6.03% | |
| Crusonia Wealth Advisors Llc | 0.09% | 20,361 | $591,106 | $590,483 | -$623 | -0.11% | |
| Fragasso Financial Advisors Inc | 0.03% | 20,283 | $587,702 | $588,221 | +$519 | +0.09% | |
| Claro Advisors Inc. | 0.06% | 19,971 | $579,786 | $579,173 | -$613 | -0.11% | |
| Brookstone Capital Management | 0.01% | 18,385 | $533,740 | $533,178 | -$562 | -0.11% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 17,269 | $501,342 | $500,813 | -$529 | -0.11% | |
| Envestnet Asset Management Inc | 0.00% | 17,136 | $491,058 | $496,956 | +$5,898 | +1.20% | |
| Citadel Advisors Llc | 0.00% | 15,787 | $452,400 | $457,834 | +$5,434 | +1.20% | |
| Cresset Asset Management, Llc | 0.00% | 15,237 | $436,639 | $441,884 | +$5,245 | +1.20% | |
| Onedigital Investment Advisors Llc | 0.00% | 15,028 | $430,650 | $435,823 | +$5,173 | +1.20% | |
| Lionshead Wealth Management, Llc | 0.29% | 14,805 | $429,808 | $429,355 | -$453 | -0.11% | |
| Diligent Investors, Llc | 0.09% | 13,946 | $404,871 | $404,444 | -$427 | -0.11% | |
| Signature Equity Partners, Llc | 0.14% | 13,908 | $403,767 | $403,342 | -$425 | -0.11% | |
| Kovack Advisors, Inc. | 0.02% | 13,626 | $389,976 | $395,164 | +$5,188 | +1.33% | |
| Captrust Financial Advisors | 0.00% | 12,877 | $369,010 | $373,442 | +$4,432 | +1.20% | |
| Hbw Advisory Services Llc | 0.04% | 12,177 | $353,519 | $353,142 | -$377 | -0.11% | |
| Kestra Private Wealth Services, Llc | 0.00% | 11,524 | $334,557 | $334,204 | -$353 | -0.11% | |
| Ep Wealth Advisors, Llc | 0.00% | 11,074 | $317,342 | $321,154 | +$3,812 | +1.20% | |
| Grantvest Financial Group Llc | 0.18% | 10,917 | $316,934 | $316,601 | -$333 | -0.11% | |
| Spire Wealth Management | 0.01% | 10,534 | $305,816 | $305,493 | -$323 | -0.11% | |
| Winnow Wealth Llc | 0.20% | 10,435 | $302,938 | $302,622 | -$316 | -0.10% | |
| Dhjj Financial Advisors, Ltd. | 0.08% | 9,801 | $284,536 | $284,236 | -$300 | -0.11% | |
| Susquehanna International Group, Llp | 0.00% | 9,536 | $273,268 | $276,551 | +$3,283 | +1.20% | |
| Arkadios Wealth Advisors | 0.00% | 9,484 | $271,778 | $275,043 | +$3,265 | +1.20% | |
| Centaurus Financial, Inc. | 0.01% | 9,235 | $265,000 | $267,821 | +$2,821 | +1.06% | |
| Ignite Planners, Llc | 0.03% | 8,729 | $253,414 | $253,147 | -$267 | -0.11% | |
| Sloy Dahl & Holst, Llc | 0.03% | 7,500 | $217,735 | $217,505 | -$230 | -0.11% | |
| Balboa Wealth Partners | 0.03% | 7,438 | $215,935 | $215,707 | -$228 | -0.11% | |
| Bfi Wealth Solutions, Llc | 0.14% | 7,000 | $203,218 | $203,005 | -$213 | -0.10% | |
| Ifp Advisors, Inc | 0.00% | 6,482 | $188,181 | $187,983 | -$198 | -0.11% |
Frequently asked questions about YMAR
Who are the largest institutional holders of YMAR?
The largest institutional holders of YMAR reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Modern Wealth Management, Llc, Bip Wealth, Llc, Spectrum Asset Management, Inc. (Nb/Ca), and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported YMAR position.
What is YMAR institutional ownership?
This page tracks YMAR positions reported by institutional investment managers through SEC Form 13F. FT VT INT EQU M B- MAR-US I (YMAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YMAR?
InsiderSet currently tracks 67 institutional managers reporting YMAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of YMAR shareholders.
How much YMAR stock do institutions own?
Institutional investment managers disclosed approximately $80.48M in YMAR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YMAR institutional ownership last updated?
The latest YMAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional YMAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its YMAR position after the reporting date.
Are institutions buying or selling YMAR?
Institutional buying and selling can be analyzed by comparing YMAR positions across consecutive 13F reporting periods. InsiderSet's YMAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YMAR ownership changes.
How has YMAR institutional ownership changed over time?
InsiderSet tracks YMAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.