Position in MARA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,163,509
-$78,536 QoQ
Shares Held
265,136
+6.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 76.92014664172349.ToString("F0")%
Shared 0.ToString("F0")%
None 23.079853358276505.ToString("F0")%
Common Shares in MARA Over Time
Shares Held
Position Value (USD)
Derivatives in MARA
reported options exposure · as of Sep 30, 2025CallValue
$63,910,000
CallShares
3,500,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $63,160,145 across 8 Capital Markets names. MARA ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,612 | $21,667,495 | |
| 2 | MS |
Morgan Stanley
|
104,307 | $17,165,802 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
66,579 | $9,562,075 | |
| 4 | SCHW |
Schwab Charles Corp
|
96,426 | $9,062,114 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
159,986 | $2,951,741 | |
| 6 | MARA |
MARA Holdings, Inc.
This page
|
265,136 | $2,163,509 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,214 | $569,230 | |
| 8 | ABTC |
American Bitcoin Corp.
|
19,675 | $18,179 |
All Filings in MARA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,163,509 | 265,136 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,242,045 | 249,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,910,000 | 3,500,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $4,549,004 | 249,124 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,722,071 | 237,377 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,657,822 | 231,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,869,543 | 230,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,317,233 | 204,515 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,080,624 | 205,573 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||