Signals

MARM

98 in-universe funds with a nonzero position in MARM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#18045
Score / z0.000 / -0.02
Consensus22.18 over 38 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Ignite Planners, LLC CIK 0001849348 0.326 422 9.1 1.4% 4 +0.0 pp -0.1 pp -0.1 pp +1.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 1.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.6 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.3 0.7% 4 -0.0 pp -0.6 pp -0.4 pp +0.7 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.6 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.2 0.1% 1 +0.1 pp -0.3 pp -0.3 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MARM). Qtrs Held counts distinct quarters this fund has actually held MARM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MARM position size. Δ columns are the percentage-point change in MARM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status