Who owns 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-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TMAT is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 trimmed or exited — on balance accumulating.
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, Orion Porfolio Solutions, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 47 tracked filers holding TMAT, 28 increased or opened the position and 20 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 2026-Q1 and 2026-Q2 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.
New buyers 2
- RMG Wealth Management LLC$3M
- Arax Advisory Partners$2M
Full exits 3
- Main Management LLC$67M
- U.S. Capital Wealth Advisors, LLC$1M
- Gibbs Wealth Management$515K
Largest adds
- Orion Porfolio Solutions, LLC$20M
- LPL Financial LLC$8M
- OSAIC HOLDINGS, INC.$6M
- ENVESTNET ASSET MANAGEMENT INC$2M
- San Luis Wealth Advisors LLC$873K
- POTOMAC FUND MANAGEMENT INC /ADV$818K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC added | 2,377,422 | $75M | 33.6% | 2026-Q2 |
| LPL Financial LLC added | 751,429 | $24M | 10.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 713,330 | $22M | 10.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 153,264 | $5M | 2.2% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 102,836 | $3M | 1.5% | 2026-Q2 |
| RMG Wealth Management LLC new | 31,655 | $3M | 1.2% | 2026-Q2 |
| Echo45 Advisors LLC trimmed | 80,171 | $3M | 1.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 67,614 | $2M | 1.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 67,187 | $2M | 0.9% | 2026-Q2 |
| Arax Advisory Partners new | 49,554 | $2M | 0.7% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 43,398 | $1M | 0.6% | 2026-Q2 |
| Copley Financial Group, Inc. added | 35,590 | $1M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 32,033 | $1M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 18,756 | $590K | 0.3% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 17,280 | $543K | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 14,892 | $468K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 14,319 | $450K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 13,828 | $435K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 12,929 | $406K | 0.2% | 2026-Q2 |
| GWN SECURITIES INC. added | 12,626 | $397K | 0.2% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC new | 11,742 | $369K | 0.2% | 2026-Q2 |
| Encompass More Asset Management added | 11,553 | $363K | 0.2% | 2026-Q2 |
| CDKV HOLDINGS LLC new | 10,410 | $327K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 11,506 | $326K | 0.1% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 9,504 | $299K | 0.1% | 2026-Q2 |
| Virtue Capital Management, LLC new | 9,057 | $285K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 7,809 | $245K | 0.1% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC new | 7,386 | $232K | 0.1% | 2026-Q2 |
| AMG Asset Management Group, Inc. new | 7,264 | $228K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 4,465 | $140K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,647 | $52K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,116 | $35K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 664 | $21K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 589 | $19K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 484 | $15K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 403 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 383 | $12K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 381 | $12K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 352 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 344 | $11K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 345 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 105 | $3K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 78 | $2K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC | 58 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 38 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 35 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $27 | 0.0% | 2026-Q2 |
| Main Management LLC trimmed | 2,902,437 | $67M | 30.3% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC | 49,554 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Gibbs Wealth Management added | 22,188 | $515K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 1,449 | $34K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,406 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,041 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 264 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vision Retirement, LLC new | 30 | $696 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 30,833 | $771K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Advyzon Investment Management, LLC new | 12,027 | $301K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,908 | $48K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 169 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFC & Insurance Marketing, Inc. new | 80 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NBC SECURITIES, INC. | 41 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 9,309 | $252K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Tripletail Wealth Management, LLC new | 2,222 | $63K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SIMPLEX TRADING, LLC new | 81 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,726 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| WealthPLAN Partners, LLC added | 37,499 | $876K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 11,231 | $262K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| SIGNATUREFD, LLC added | 1,037 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.