MARINE PETROLEUM TRUST (MARPS) — Institutional Holders, Q2 2026
8 institutional investment managers reported a MARPS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $273.9K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MARPS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AZZAD ASSET MANAGEMENTAdded · +20,214 sh+$91.4K
- Welch GroupAdded · +4,000 sh+$18.1K
- Integrated Wealth ConceptsNew · +750 sh+$3.4K
- BNP PARIBAS FINANCIAL MARKETSAdded · +533 sh+$2.4K
- Allworth FinancialAdded · +11 sh+$50.00
Biggest sellers
- BANK OF AMERICASold out · -27,225 sh-$123.1K
- UBS Group AGTrimmed · -280 sh-$1.3K
- MORGAN STANLEYTrimmed · -7 sh-$32.00
MARPS 13F holders ranked 1–8 of 8
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | AZZAD ASSET MANAGEMENT#1 · 35,837 sh | 35,837 | $162.0K | 0.01% | +129.4% |
| 2 | Welch Group#2 · 19,956 sh | 19,956 | $90.2K | — | +25.1% |
| 3 | MORGAN STANLEY#3 · 2,477 sh | 2,477 | $11.2K | 0.00% | -0.3% |
| 4 | Integrated Wealth Concepts#4 · 750 sh | 750 | $3.4K | 0.00% | New |
| 5 | BNP PARIBAS FINANCIAL MARKETS#5 · 733 sh | 733 | $3.3K | 0.00% | +266.5% |
| 6 | Allworth Financial#6 · 528 sh | 528 | $2.4K | 0.00% | +2.1% |
| 7 | UBS Group AG#7 · 317 sh | 317 | $1.4K | 0.00% | -46.9% |
| 8 | WELLS FARGO & COMPANY#8 · 1 sh | 1 | $4.00 | 0.00% | 0.0% |
Funds that sold out of MARPS in Q2 2026 (1)
Held MARPS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BANK OF AMERICA27,225 sh | 27,225 | $144.6K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.