MARM · FT Vest U.S. Equity Max Buffer ETF - March ETF

$34.50 -0.02 (-0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 73

Total Value: $60,351,375

Total Shares: 1,856,749

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 73 13F filers · Δ vs Dec 31, 2025

Top Holder

15.1%

+3.3 pts

Top 5

41.6%

+4.4 pts

Top 10

56.1%

+3.4 pts

HHI

531

Broadly held+111

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -6

Institutional value: -21.4%

Shares held: -20.1%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Large Kestra Advisory Services, LLC	+39,630	86,453
Small Madrona Financial Services, LLC	+10,640	51,822
Mid Gallagher Fiduciary Advisors, LLC	+6,177	15,310
Large OSAIC HOLDINGS, INC.	+5,226	41,317
Large COMMONWEALTH EQUITY SERVICES, LLC	+4,105	198,582

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large Cetera Investment Advisers	−12,533	78,401
Mid OLD MISSION CAPITAL LLC	−11,401	21,890
Mega JPMORGAN CHASE & CO	−10,796	5,645
Mid Gerber Kawasaki Wealth & Investment Management	−5,167	9,450
Large NewEdge Advisors, LLC	−4,263	55,805

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mega JANE STREET GROUP, LLC	21,649	$724,808
Micro Prasad Wealth Partners, LLC	8,900	$297,972
Small VICTORY FINANCIAL GROUP, LLC	7,770	$260,139
Large Creative Planning	7,270	$243,399
Mega CITADEL ADVISORS LLC	6,395	$214,104

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mega FIRST TRUST ADVISORS LP	177,495	$5,867,097
Small PRECEDENT WEALTH PARTNERS, LLC	99,809	$3,299,186
Small Coppell Advisory Solutions LLC	89,345	$2,953,298
Small Main Street Financial Solutions, LLC	36,812	$1,216,820
Mega GOLDMAN SACHS GROUP INC	25,000	$826,375

Filter: New 7 Increased 10 Reduced 35 Sold out 13 Unchanged 21

Showing 73 of 73

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Ignite Planners, LLC MARM

$9,137,629

15.14%

272,928

COMMONWEALTH EQUITY SERVICES, LLC MARM

$6,648,525

11.02%

198,582

Brookstone Capital Management MARM

$3,785,951

6.27%

113,081

Kestra Advisory Services, LLC MARM

$2,894,446

4.80%

86,453

Cetera Investment Advisers MARM

$2,624,865

4.35%

78,401

CAPTRUST FINANCIAL ADVISORS MARM

$2,185,038

3.62%

65,264

Madrona Financial Services, LLC MARM

$1,735,000

2.87%

51,822

Mariner, LLC MARM

$1,689,300

2.80%

50,457

Triad Wealth Partners, LLC MARM

$1,649,559

2.73%

49,270

KINGSWOOD WEALTH ADVISORS, LLC MARM

$1,496,924

2.48%

44,711

LPL Financial LLC MARM

$1,434,751

2.38%

42,854

OSAIC HOLDINGS, INC. MARM

$1,383,292

2.29%

41,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	19,924	$667,055	48.2%	Defined
Osaic Advisory Services, LLC	21,393	$716,237	51.8%	Defined

Cresset Asset Management, LLC MARM

$1,366,151

2.26%

40,805

TRUIST FINANCIAL CORP MARM

$1,319,279

2.19%

39,405

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	39,405	$1,319,279	100.0%	Defined

Capasso Planning Partners LLC MARM

$1,265,477

2.10%

37,798

Legacy Edge Advisors, LLC MARM

$1,260,120

2.09%

37,638

Atria Investments, Inc MARM

$1,177,324

1.95%

35,165

Mutual Advisors, LLC MARM

$1,104,940

1.83%

33,003

Anfield Capital Management, LLC MARM

$769,638

1.28%

22,988

Cambridge Investment Research Advisors, Inc. MARM

$750,755

1.24%

22,424

OLD MISSION CAPITAL LLC MARM

$732,877

1.21%

21,890

JANE STREET GROUP, LLC MARM

$724,808

1.20%

21,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	21,649	$724,808	100.0%	Defined

HARBOUR INVESTMENTS, INC. MARM

$683,795

1.13%

20,424

UPTICK PARTNERS, LLC MARM

$633,106

1.05%

18,910

Clear Creek Financial Management, LLC MARM

$580,241

0.96%

17,331

Apollon Wealth Management, LLC MARM

$539,396

0.89%

16,111

Triumph Capital Management MARM

$528,414

0.88%

15,783

AE Wealth Management LLC MARM

$521,417

0.86%

15,574

Gallagher Fiduciary Advisors, LLC MARM

$512,578

0.85%

15,310

Arkadios Wealth Advisors MARM

$458,073

0.76%

13,682

Jaffetilchin Investment Partners, LLC MARM

$401,559

0.67%

11,994

Syntegra Private Wealth Group, LLC MARM

$400,186

0.66%

11,953

IFP Advisors, Inc MARM

$375,478

0.62%

11,215

WORLD EQUITY GROUP, INC. MARM

$362,688

0.60%

10,833

Chris Bulman Inc MARM

$319,064

0.53%

9,530

Gerber Kawasaki Wealth & Investment Management MARM

$316,386

0.52%

9,450

Prasad Wealth Partners, LLC MARM

$297,972

0.49%

8,900

Integrity Financial Corp /WA MARM

$293,920

0.49%

8,779

Buck Wealth Strategies, LLC MARM

$281,232

0.47%

8,400

Certified Advisory Corp MARM

$273,464

0.45%

8,168

ENVESTNET ASSET MANAGEMENT INC MARM

$273,330

0.45%

8,164

First Heartland Consultants, Inc. MARM

$271,087

0.45%

8,097

INDEPENDENT FINANCIAL GROUP, LLC MARM

$266,835

0.44%

7,970

Merit Financial Group, LLC MARM

$261,512

0.43%

7,811

VICTORY FINANCIAL GROUP, LLC MARM

$260,139

0.43%

7,770

MN Wealth Advisors, LLC MARM

$256,122

0.42%

7,650

StoneX Group Inc. MARM

$251,267

0.42%

7,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc.	7,505	$251,267	100.0%	Defined

Creative Planning MARM

$243,399

0.40%

7,270

SageGuard Financial Group, LLC MARM

$240,855

0.40%

7,194

DHJJ Financial Advisors, Ltd. MARM

$239,281

0.40%

7,147

Koshinski Asset Management, Inc. MARM

$236,034

0.39%

7,050

Sage Capital Advisors,llc MARM

$228,969

0.38%

6,839

GREAT VALLEY ADVISOR GROUP, INC. MARM

$226,324

0.38%

6,760

LifeWealth Investments, LLC MARM

$218,758

0.36%

6,534

CITADEL ADVISORS LLC MARM

$214,104

0.35%

6,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	6,395	$214,104	100.0%	Defined

RAYMOND JAMES FINANCIAL INC MARM

$212,932

0.35%

6,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	6,360	$212,932	100.0%	Defined

JPMORGAN CHASE & CO MARM

$188,994

0.31%

5,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	5,645	$188,994	100.0%	Defined

EVOLUTION WEALTH MANAGEMENT INC. MARM

$185,847

0.31%

5,551

BARCLAYS PLC MARM

$163,348

0.27%

4,879

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	4,879	$163,348	100.0%	Defined

IMG Wealth Management, Inc. MARM

$140,180

0.23%

4,187

Steward Partners Investment Advisory, LLC MARM

$132,179

0.22%

3,948

Advisory Services Network, LLC MARM

$116,409

0.19%

3,477

TopTier Wealth Management, LLC MARM

$116,343

0.19%

3,475

Glen Eagle Advisors, LLC MARM

$100,440

0.17%

3,000

CWM, LLC MARM

$99,100

0.16%

2,960

Geneos Wealth Management Inc. MARM

$94,748

0.16%

2,830

Noble Wealth Management PBC MARM

$57,418

0.10%

1,715

NewEdge Advisors, LLC MARM

$55,805

0.09%

55,805

Capital Analysts, LLC MARM

$40,510

0.07%

1,210

Farther Finance Advisors, LLC MARM

$32,073

0.05%

958

CREATIVE FINANCIAL DESIGNS INC /ADV MARM

$9,876

0.02%

295

Pinnacle Wealth Planning Services, Inc. MARM

$1,406

0.00%

SBI Securities Co., Ltd. MARM

$133

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	25,000	$826,375	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	12,471	$412,228	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,078	$35,633	100.0%	Defined