AE Wealth Management LLC

Position in MARA — MARA Holdings, Inc.

CIK 1697723 TOPEKA, KS

Position in MARA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$418,663

+$240,196 QoQ

Shares Held

30,142

+37.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#193

of 411 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $118,563,205 across 13 Capital Markets names. MARA ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	290,836	$60,796,319
2	GS	Goldman Sachs Group Inc	48,574	$49,126,251
3	SCHW	Schwab Charles Corp	42,736	$3,943,234
4	IBKR	Interactive Brokers Group, Inc.	16,014	$1,393,850
5	HOOD	Robinhood Markets, Inc.	8,640	$866,407
6	MC	Moelis & Co	6,707	$438,755
7	MARA	MARA Holdings, Inc. This page	30,142	$418,663
8	EVR	Evercore Inc.	1,184	$404,259

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,663	30,142	+37.8%	Shares	Other	2026-08-03
2026-03-31	$178,467	21,872	+40.2%	Shares	Other	2026-05-13
2025-12-31	$140,074	15,600	-69.2%	Shares	Other	2026-01-26
2023-12-31	$1,188,382	50,591	-6.4%	Shares	Sole	2024-02-14
2023-09-30	$459,314	54,037	+36.8%	Shares	Sole	2023-10-11
2023-06-30	$547,677	39,515	+119.5%	Shares	Sole	2023-07-10
2023-03-31	$157,003	18,005	+40.6%	Shares	Sole	2023-04-14
2022-12-31	$43,786	12,803	-59.3%	Shares	Sole	2023-01-31
2022-09-30	$336,990	31,465	+92.2%	Shares	Sole	2022-10-25
2022-03-31	$457,485	16,368	-1.4%	Shares	Sole	2022-04-18
2021-12-31	$545,640	16,605	-11.9%	Shares	Sole	2022-01-20
2021-09-30	$595,188	18,847	+5.3%	Shares	Sole	2021-11-01
2021-06-30	$561,585	17,902	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.