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Institutional Ownership · SEC Form 13F

Who owns TMAT (TMAT)


Which tracked institutional funds hold TMAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMAT company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

40
Institutional holders
7,409,188
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on TMAT is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 5 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TMAT’s largest tracked holder by dollar value, Main Management LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TMAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 40 tracked filers holding TMAT, 24 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TMAT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 1

  • GOLDMAN SACHS GROUP INC$771K

Largest adds

  • LPL Financial LLC$4M

Largest trims

  • Orion Porfolio Solutions, LLC$6M
  • Main Management LLC$6M
  • OSAIC HOLDINGS, INC.$2M
  • MORGAN STANLEY$302K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Main Management LLC trimmed2,902,437$67M30.5%2026-Q1
Orion Porfolio Solutions, LLC trimmed2,370,486$55M24.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed722,939$17M7.6%2026-Q1
LPL Financial LLC added664,024$15M7.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added135,163$3M1.4%2026-Q1
POTOMAC FUND MANAGEMENT INC /ADV trimmed104,091$2M1.1%2026-Q1
Echo45 Advisors LLC added87,446$2M0.9%2026-Q1
CreativeOne Wealth, LLC added68,123$2M0.7%2026-Q1
GeoWealth Management, LLC added65,068$2M0.7%2026-Q1
U.S. Capital Wealth Advisors, LLC49,554$1M0.5%2026-Q1
Mutual Advisors, LLC added29,596$686K0.3%2026-Q1
Copley Financial Group, Inc. trimmed22,317$518K0.2%2026-Q1
Gibbs Wealth Management added22,188$515K0.2%2026-Q1
San Luis Wealth Advisors LLC added21,191$491K0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. added19,988$464K0.2%2026-Q1
Visionary Wealth Advisors added18,492$429K0.2%2026-Q1
Silver Grove Financial Group, Inc. trimmed16,189$375K0.2%2026-Q1
Ausdal Financial Partners, Inc. added15,378$357K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added14,584$338K0.2%2026-Q1
Ashton Thomas Private Wealth, LLC added13,663$317K0.1%2026-Q1
GWN SECURITIES INC. added11,556$268K0.1%2026-Q1
Encompass More Asset Management trimmed11,299$262K0.1%2026-Q1
Cassaday & Co Wealth Management LLC trimmed9,504$220K0.1%2026-Q1
Synergy Investment Management, LLC trimmed4,528$105K0.0%2026-Q1
Geneos Wealth Management Inc. added1,647$38K0.0%2026-Q1
Advisory Services Network, LLC trimmed1,449$34K0.0%2026-Q1
UBS Group AG added1,406$33K0.0%2026-Q1
Farther Finance Advisors, LLC1,116$26K0.0%2026-Q1
CWM, LLC added1,041$24K0.0%2026-Q1
EverSource Wealth Advisors, LLC added611$23K0.0%2026-Q1
AE Wealth Management LLC trimmed540$13K0.0%2026-Q1
ASSETMARK, INC added432$10K0.0%2026-Q1
JPMORGAN CHASE & CO381$9K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added352$8K0.0%2026-Q1
US BANCORP \DE\ added264$6K0.0%2026-Q1
Fortis Group Advisors, LLC58$1K0.0%2026-Q1
IFP Advisors, Inc trimmed55$1K0.0%2026-Q1
Vision Retirement, LLC new30$6960.0%2026-Q1
MORGAN STANLEY trimmed1$380.0%2026-Q1
WELLS FARGO & COMPANY/MN1$200.0%2026-Q1
Orion Portfolio Solutions, LLC trimmed2,482,968$44M19.9%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added43,726$1M0.5%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed56,851$1M0.5%2025-Q1 stale
WealthPLAN Partners, LLC added37,499$876K0.4%2025-Q2 stale
GOLDMAN SACHS GROUP INC new30,833$771K0.3%2025-Q4 stale
Advyzon Investment Management, LLC new12,027$301K0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed11,231$262K0.1%2025-Q2 stale
CITADEL ADVISORS LLC new9,309$252K0.1%2025-Q3 stale
Cooper Financial Group trimmed12,054$213K0.1%2025-Q1 stale
Tripletail Wealth Management, LLC new2,222$63K0.0%2025-Q3 stale
Kestra Advisory Services, LLC new1,908$48K0.0%2025-Q4 stale
SIGNATUREFD, LLC added1,037$24K0.0%2025-Q2 stale
CIBC Private Wealth Group LLC new1,305$20K0.0%2025-Q1 stale
Allworth Financial LP169$4K0.0%2025-Q4 stale
COLDSTREAM CAPITAL MANAGEMENT INC new165$3K0.0%2025-Q1 stale
Painted Porch Advisors LLC new158$3K0.0%2025-Q1 stale
Global Retirement Partners, LLC trimmed105$3K0.0%2025-Q4 stale
SIMPLEX TRADING, LLC new81$2K0.0%2025-Q3 stale
IFC & Insurance Marketing, Inc. new80$2K0.0%2025-Q4 stale
Continuum Advisory, LLC78$1K0.0%2025-Q1 stale
NBC SECURITIES, INC.41$1K0.0%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed5$880.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership