Filing Research | MRTN - Marten Transport Ltd. Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	75.3KSH	$1.3M
2	Ausbil Investment Management Ltd	Shares	56.4KSH	$984.8K
3	Louisiana State Employees Retirement System	Shares	25.4KSH	$440.7K
4	Hennion & Walsh Asset Management, Inc.	Shares	21.4KSH	$371.2K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.6KSH	$339.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.4KSH	$333.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	16.2KSH	$280.6K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.6KSH	$253.8K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.7KSH	$238.3K
10	GAMMA Investing LLC	Shares	13.4KSH	$232.3K
11	Canvas Wealth Advisors, LLC	Shares	12.7KSH	$219.9K
12	FARMERS & MERCHANTS INVESTMENTS INC	Shares	12.0KSH	$208.9K
13	Procyon Advisors, LLC	Shares	11.7KSH	$203.3K
14	TECTONIC ADVISORS LLC	Shares	11.2KSH	$194.8K
15	SIGNATUREFD, LLC	Shares	6.3KSH	$108.6K
16	Farther Finance Advisors, LLC	Shares	4.1KSH	$71.0K
17	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$22.4K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$21.8K
19	SJS Investment Consulting Inc.	Shares	493SH	$8.6K
20	High Note Wealth, LLC	Shares	439SH	$7.6K
21	Versant Capital Management, Inc	Shares	382SH	$6.6K
22	City State Bank	Shares	350SH	$6.1K
23	Oakworth Capital, Inc.	Shares	250SH	$4.3K
24	True Wealth Design, LLC	Shares	147SH	$2.6K
25	Fortitude Family Office, LLC	Shares	120SH	$2.1K
26	Physician Wealth Advisors, Inc.	Shares	102SH	$1.8K
27	Valued Wealth Advisors LLC	Shares	102SH	$1.8K
28	IFP Advisors, Inc	Shares	43SH	$746
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	26SH	$452
30	State of Alaska, Department of Revenue	Shares	23.8KSH	$412
31	AMALGAMATED BANK	Shares	15.6KSH	$271
32	JFS WEALTH ADVISORS, LLC	Shares	12SH	$209
33	SBI Securities Co., Ltd.	Shares	12SH	$208
34	Davis Capital Management	Shares	3SH	$52
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.1KSH	$36

Manager changes2026-06-30 vs 2026-03-31

38 / 38 loaded

#		Instrument
1	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-5.4K	+$247.2K	$1.3M
2	Procyon Advisors, LLC new	Shares	+11.7K	+$203.3K	$203.3K
3	TECTONIC ADVISORS LLC new	Shares	+11.2K	+$194.8K	$194.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.0K	+$176.5K	$333.5K
5	Louisiana State Employees Retirement System trimmed	Shares	-300	+$103.2K	$440.7K
6	GAMMA Investing LLC added	Shares	+3.0K	+$95.6K	$232.3K
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+65	+$83.5K	$339.7K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$68.3K	$280.6K
9	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$50.8K	$208.9K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-580	+$50.4K	$238.3K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.0K	+$48.3K	$253.8K
12	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-4.7K	+$28.8K	$371.2K
13	SIGNATUREFD, LLC added	Shares	+14	+$26.6K	$108.6K
14	Ausbil Investment Management Ltd trimmed	Shares	-15.9K	+$18.2K	$984.8K
15	Farther Finance Advisors, LLC added	Shares	+105	+$17.9K	$71.0K
16	SJS Investment Consulting Inc. added	Shares	+490	+$8.5K	$8.6K
17	MassMutual Private Wealth & Trust, FSB added	Shares	+160	+$7.4K	$21.8K
18	High Note Wealth, LLC added	Shares	+176	+$4.2K	$7.6K
19	EverSource Wealth Advisors, LLC trimmed	Shares	-278	+$1.8K	$22.4K
20	Valued Wealth Advisors LLC new	Shares	+102	+$1.8K	$1.8K
21	Versant Capital Management, Inc unchanged	Shares	0	+$1.6K	$6.6K
22	City State Bank unchanged	Shares	0	+$1.5K	$6.1K
23	Oakworth Capital, Inc. unchanged	Shares	0	+$1.1K	$4.3K
24	Fortitude Family Office, LLC added	Shares	+8	+$611	$2.1K
25	True Wealth Design, LLC trimmed	Shares	-6	+$542	$2.6K
26	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$430	$1.8K
27	JFS WEALTH ADVISORS, LLC new	Shares	+12	+$209	$209
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$110	$452
29	AMALGAMATED BANK trimmed	Shares	-1.1K	+$52	$271
30	Davis Capital Management new	Shares	+3	+$52	$52
31	SBI Securities Co., Ltd. unchanged	Shares	0	+$50	$208
32	IFP Advisors, Inc trimmed	Shares	-13	+$11	$746
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.9K	-$29	$36
34	State of Alaska, Department of Revenue trimmed	Shares	-9.9K	-$30	$412
35	Sound Income Strategies, LLC exited	Shares	-11	-$147	$0
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-129	-$1.7K	$0
37	Independence Bank of Kentucky exited	Shares	-2.5K	-$33.3K	$0
38	Canvas Wealth Advisors, LLC trimmed	Shares	-60.9K	-$746.7K	$219.9K