ETF Holders

Who owns MARZ?

Buffer or defined outcome

TrueShares Structured Outcome (March) ETF · TrueShares

15 institutions reported holding MARZ, worth $33.5M, in Form 13F filings for June 30, 2026.

13F holders
15
Institutional value
$33.5M
Change from prior quarter
+118.9%
+$18.2M, with price moves
New and sold-out firms
5 / 3
1 added, 5 trimmed

Top 10 institutional holders of MARZ

FirmLocationValueSharesChange
TrueMark Investments, LLCChicago, IL$29.1M793,030+475,304 shares
Weaver Consulting GroupHuntington Beach, CA$1.9M52,672−299 shares
Mid-American Wealth Advisory Group, Inc.Kansas City, MO$1.9M51,119−9,565 shares
Old Mission Capital LLCChicago, IL$460K12,561−905 shares
Capital Investment Advisory Services, LLCRaleigh, NC$52K1,426No change
Harbour Investments, Inc.Madison, WI$40K1,086−398 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$31K838No change
AE Wealth Management LLCTopeka, KS$26K702−49 shares
DHJJ Financial Advisors, Ltd.Naperville, IL$12K320No change
Elevated Capital Advisors, LLCSandy, UT$11K306No change
5 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: MARZ vs AUGZ, MARZ vs DECM, MARZ vs SIXF, MARZ vs NVBU.

Frequently asked questions

Who owns MARZ?

15 institutional managers reported holding MARZ in Form 13F filings for June 30, 2026, worth $33.5M in total. The largest reported position was held by TrueMark Investments, LLC, at $29.1M.

Did institutions buy or sell MARZ last quarter?

Reported 13F value rose 118.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MARZ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.