MARINER, LLC

PrivateCIK: 1373442
Location

OVERLAND PARK, KS

📋 What this filing means

MARINER, LLC filed this quarterly 13F‑HR report disclosing 3517 equity positions with a total reported market value of $95.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3517
Positions
$95.19B
Total AUM (reported)
895.26M
Total Shares

Allocation by class

TOTAL AUM$95.19B3517 positions
COM$43.33B45.5%
CORE S&P500 ETF$4.17B4.4%
CL A$3.19B3.3%
VAN FTSE DEV MKT$2.64B2.8%
COM NEW$1.92B2.0%
CAP STK CL A$1.64B1.7%
CORE US AGGBD ET$1.47B1.5%

Portfolio Concentration

Top 315.3%4–1012.6%11–2514.2%Rest57.9%TOP 1027.9%0%100%
Top 3$14.58B15.3%
4–10$11.97B12.6%
11–25$13.55B14.2%
Rest$55.09B57.9%

Top 3 weight

15.3%

Top 10 weight

27.9%

Voting Authority Distribution

Total shares with voting rights: 895.26M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

895.26M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole2950
Shared0
Other567
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings3517
Rows:

APPLE INC

SOLE
COM
Shares18.02M
TypeSH
Market value$5.21B
5.48%
Sole
0.00
Shared
0.00
None
18.02M

NVIDIA CORPORATION

SOLE
COM
Shares25.95M
TypeSH
Market value$5.19B
5.45%
Sole
0.00
Shared
0.00
None
25.95M

ISHARES TR

SOLE
CORE S&P500 ETF
Shares5.57M
TypeSH
Market value$4.17B
4.38%
Sole
0.00
Shared
0.00
None
5.57M

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares37.07M
TypeSH
Market value$2.64B
2.77%
Sole
0.00
Shared
0.00
None
37.07M

MICROSOFT CORP

OTR
COM
Shares5.47M
TypeSH
Market value$2.04B
2.14%
Sole
0.00
Shared
0.00
None
5.47M

ALPHABET INC

OTR
CAP STK CL A
Shares4.59M
TypeSH
Market value$1.64B
1.72%
Sole
0.00
Shared
0.00
None
4.59M

AMAZON COM INC

SOLE
COM
Shares6.57M
TypeSH
Market value$1.57B
1.65%
Sole
0.00
Shared
0.00
None
6.57M

ISHARES TR

SOLE
CORE US AGGBD ET
Shares14.86M
TypeSH
Market value$1.47B
1.55%
Sole
0.00
Shared
0.00
None
14.86M

BROADCOM INC

SOLE
COM
Shares3.57M
TypeSH
Market value$1.35B
1.41%
Sole
0.00
Shared
0.00
None
3.57M

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares16.40M
TypeSH
Market value$1.26B
1.33%
Sole
0.00
Shared
0.00
None
16.40M

MICRON TECHNOLOGY INC

OTR
COM
Shares945.79K
TypeSH
Market value$1.09B
1.15%
Sole
0.00
Shared
0.00
None
945.79K

VANGUARD INDEX FDS

OTR
VALUE ETF
Shares4.96M
TypeSH
Market value$1.08B
1.13%
Sole
0.00
Shared
0.00
None
4.96M

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.44M
TypeSH
Market value$1.07B
1.13%
Sole
0.00
Shared
0.00
None
1.44M

JPMORGAN CHASE & CO

OTR
COM
Shares3.16M
TypeSH
Market value$1.03B
1.09%
Sole
0.00
Shared
0.00
None
3.16M

ISHARES TR

SOLE
CORE MSCI EAFE
Shares10.18M
TypeSH
Market value$983.04M
1.03%
Sole
0.00
Shared
0.00
None
10.18M

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares11.17M
TypeSH
Market value$962.34M
1.01%
Sole
0.00
Shared
0.00
None
11.17M

ISHARES TR

OTR
CORE UNIVRSL USD
Shares20.74M
TypeSH
Market value$957.34M
1.01%
Sole
0.00
Shared
0.00
None
20.74M

ALPHABET INC

OTR
CAP STK CL C
Shares2.48M
TypeSH
Market value$874.57M
0.92%
Sole
0.00
Shared
0.00
None
2.48M

ELI LILLY & CO

SOLE
COM
Shares716.75K
TypeSH
Market value$859.89M
0.90%
Sole
0.00
Shared
0.00
None
716.75K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares14.14M
TypeSH
Market value$844.14M
0.89%
Sole
0.00
Shared
0.00
None
14.14M

META PLATFORMS INC

OTR
CL A
Shares1.43M
TypeSH
Market value$804.92M
0.85%
Sole
0.00
Shared
0.00
None
1.43M

TESLA INC

OTR
COM
Shares1.89M
TypeSH
Market value$796.54M
0.84%
Sole
0.00
Shared
0.00
None
1.89M

CORNING INC

SOLE
COM
Shares2.87M
TypeSH
Market value$732.79M
0.77%
Sole
0.00
Shared
0.00
None
2.87M

ISHARES INC

SOLE
CORE MSCI EMKT
Shares8.85M
TypeSH
Market value$732.49M
0.77%
Sole
0.00
Shared
0.00
None
8.85M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares981.33K
TypeSH
Market value$722.56M
0.76%
Sole
0.00
Shared
0.00
None
981.33K
Page 1 of 141