Who owns TMB
Which tracked institutional funds hold TMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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 TMB is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 4 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
TMB’s largest tracked holder by dollar value, WCG Wealth Advisors LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TMB 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 30 tracked filers holding TMB, 23 increased or opened the position and 13 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 TMB 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 5
- Private Advisor Group, LLC$28M
- Onyx Bridge Wealth Group LLC$16M
- GGM Financial LLC$11M
- Cannon Financial Strategists, Inc.$4M
- Insight Wealth Partners, LLC$778K
Full exits 3
- Mariner, LLC$28M
- HighTower Advisors, LLC$3M
- Thrivent Financial for Lutherans$766K
Largest adds
- WCG Wealth Advisors LLC$10M
- LPL Financial LLC$3M
- JANE STREET GROUP, LLC$3M
- Westside Investment Management, Inc.$807K
- Integrity Wealth Solutions LLC$532K
- Spartan Wealth Advisory Services LLC$512K
Largest trims
- GOLDMAN SACHS GROUP INC$3M
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 |
|---|---|---|---|---|
| WCG Wealth Advisors LLC added | 2,136,587 | $54M | 23.9% | 2026-Q2 |
| Private Advisor Group, LLC new | 1,116,585 | $28M | 12.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC new | 626,973 | $16M | 7.0% | 2026-Q2 |
| Strid Group, LLC added | 600,927 | $15M | 6.7% | 2026-Q2 |
| PERSONAL CFO SOLUTIONS, LLC added | 466,553 | $12M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 462,748 | $12M | 5.2% | 2026-Q2 |
| GGM Financial LLC new | 419,150 | $11M | 4.7% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 398,936 | $10M | 4.5% | 2026-Q2 |
| D.B. Root & Company, LLC added | 182,871 | $5M | 2.0% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 178,107 | $5M | 2.0% | 2026-Q2 |
| Cannon Financial Strategists, Inc. new | 153,054 | $4M | 1.7% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 152,842 | $4M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 132,049 | $3M | 1.5% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 129,512 | $3M | 1.4% | 2026-Q2 |
| Westside Investment Management, Inc. added | 103,263 | $3M | 1.2% | 2026-Q2 |
| Clay Northam Wealth Management, LLC added | 67,400 | $2M | 0.8% | 2026-Q2 |
| Empire Financial Management Company, LLC trimmed | 55,553 | $1M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 33,009 | $837K | 0.4% | 2026-Q2 |
| Insight Wealth Partners, LLC new | 30,679 | $778K | 0.3% | 2026-Q2 |
| Principia Wealth Advisory, LLC trimmed | 13,130 | $333K | 0.1% | 2026-Q2 |
| CHANNEL WEALTH LLC trimmed | 10,343 | $262K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,533 | $216K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,123 | $181K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 5,835 | $148K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 3,864 | $98K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,868 | $47K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 961 | $25K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 709 | $18K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 100 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10 | $254 | 0.0% | 2026-Q2 |
| Mariner, LLC new | 1,107,840 | $28M | 12.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 105,788 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 30,040 | $766K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 12,787 | $326K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 6,635 | $169K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 2,757 | $70K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 106 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global View Capital Management LLC added | 12,678 | $324K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 8,716 | $223K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,352 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PFG Private Wealth Management, LLC new | 67,748 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC new | 40,902 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Arkadios Wealth Advisors new | 9,364 | $240K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management new | 21 | $539 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Envestnet Portfolio Solutions, Inc. new | 16,246 | $413K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Fulcrum Equity Management new | 11,770 | $300K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. new | 9,640 | $245K | 0.1% | 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.