MARM institutional holders

FT Vest U.S. Equity Max Buffer ETF - March · 81 reporting institutions · $67.8M reported value

Funds that can replace MARM · MARM return decomposition

Institutional holdings

Institutions reporting MARM, largest first
InstitutionReported positionAdvisors at firmReport period
Ignite Planners LLC$9.3M242026-06-30
Commonwealth Equity Services, LLC$6.6M2,8632026-06-30
Brookstone Capital Management$4.2M3372026-06-30
Cetera Investment Advisers$2.6M10,3702026-06-30
Kestra Advisory Services, LLC$2.4M1,4792026-06-30
Newedge Advisors$1.9M6012026-06-30
Captrust Financial Advisors$1.9M9622026-06-30
Mariner, LLC$1.8M02026-06-30
Madrona Financial Services, LLC$1.8M102026-06-30
Osaic Holdings, Inc.$1.5M02026-06-30
Kingswood Wealth Advisors, LLC$1.5M1232026-06-30
Lpl Financial LLC$1.4M23,4582026-06-30
Triad Wealth Partners, LLC$1.4M492026-06-30
Cresset Asset Management, LLC$1.4M2122026-06-30
Truist Financial Corp$1.3M02026-06-30
Capasso Planning Partners LLC$1.3M22026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Main Street Financial Solutions, LLC$1.2M412026-06-30
Legacy Edge Advisors, LLC$1.2M182026-06-30
Atria Investments, Inc$1.2M62026-06-30
Defined Financial Planning LLC$1.1M02025-09-30
Mutual Advisors, LLC$1.1M1532026-06-30
Coppell Advisory Solutions LLC$900.1K762026-06-30
Anfield Capital Management, LLC$769.6K02026-03-31
Bullseye Investment Management, LLC$762.4K42025-09-30
Harbour Investments, Inc.$759.3K2472026-06-30
Uptick Partners, LLC$626.5K172026-06-30
Summit Financial, LLC$623.6K2292026-06-30
Global Assets Advisory, LLC$618.4K302026-06-30
Clear Creek Financial Management, LLC$601.4K442026-06-30
Foguth Wealth Management, Llc.$569K512026-06-30
Ae Wealth Management LLC$546.7K4712026-06-30
Triumph Capital Management$535K142026-06-30
Apollon Wealth Management, LLC$529.4K1512026-06-30
Gallagher Fiduciary Advisors, LLC$522.5K1262026-06-30
Climber Capital SA$470K02026-06-30
Arkadios Wealth Advisors$467K2262026-06-30
Ameritas Advisory Services, LLC$427.8K5502026-06-30
Syntegra Private Wealth Group, LLC$408K122026-06-30
Jaffetilchin Investment Partners, LLC$401.6K02026-03-31
World Equity Group, Inc.$343.8K562026-06-30
Stonex Group Inc.$325.1K02026-06-30
Gerber Kawasaki Wealth & Investment Management$322.5K392026-06-30
Chris Bulman Inc$320.2K72026-06-30
Ifp Advisors, Inc$313.3K3182026-06-30
Prasad Wealth Partners, LLC$303.8K112026-06-30
Certified Advisory Corp$278.8K172026-06-30
First Heartland Consultants, Inc.$276.4K992026-06-30
Merit Financial Group, LLC$275.5K2952026-06-30
Independent Financial Group, LLC$267.1K4812026-06-30
Victory Financial Group, LLC$265.2K562026-06-30
Mn Wealth Advisors, LLC$261.1K32026-06-30
Integrity Financial Corp /wa$260.5K142026-06-30
Buck Wealth Strategies, LLC$259.4K502026-06-30
Envestnet Pmc$258.8K602026-06-30
Lvz, Inc.$251.7K162026-06-30
Sageview Advisory Group, LLC$247.2K942026-06-30
Creative Planning$247.2K1,1712026-06-30
Sageguard Financial Group, LLC$241K142026-06-30
Sage Capital Advisors, LLC$233.4K02026-06-30
Dhjj Financial Advisors, Ltd.$232.1K72026-06-30
Koshinski Asset Management, Inc.$230.4K692026-06-30
Great Valley Advisor Group, LLC$225K2052026-06-30
Lifewealth Investments, LLC$222.6K92026-06-30
Obsidian Personal Planning Solutions LLC$220.6K02025-09-30
Precedent Wealth Partners, LLC$203.8K182026-06-30
Evolution Wealth Management Inc.$187.8K32026-06-30
Steward Partners Investment Advisory, LLC$134.8K4812026-06-30
Jpmorgan Chase & Co$125.8K02026-06-30
Glen Eagle Advisors, LLC$102.4K132026-06-30
Geneos Wealth Management, Inc.$101K1932026-06-30
Img Wealth Management, Inc.$100.6K72026-06-30
Cwm, LLC$99.1K6672026-03-31
UBS Group AG$59.4K02026-06-30
Fiduciary Financial Advisors$34.1K512026-06-30
Barclays PLC$13.9K02026-06-30
Creative Financial Designs Inc /adv$10.1K02026-06-30
Pinnacle Wealth Planning Services, Inc.$1.4K202026-06-30
Cambridge Investment Research Advisors, Inc.$7513,9402026-03-31
Sbi Securities Co., Ltd.$13702026-06-30
Capital Analysts, LLC$416082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30