| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $55.0M | 2.4M | ▼−2.6% Reduced · −63K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $16.8M | 723K | ▼−5.3% Reduced · −40K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $15.4M | 664K | ▲+45% Added · +205K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 135K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $2.4M | 104K | ▼−0.6% Reduced · −630 sh | Q1 2026 | |
| 6 | Echo45 Advisors LLC | $2.5M | 80K | ▼−8.3% Reduced · −7K sh | Q2 2026 | |
| 7 | CreativeOne Wealth, LLC | $1.6M | 68K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 8 | GeoWealth Management, LLC | $1.5M | 65K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 9 | U.S. Capital Wealth Advisors, LLC | $1.1M | 50K | —Held | Q1 2026 | |
| 10 | San Luis Wealth Advisors LLC | $1.4M | 43K | ▲+105% Added · +22K sh | Q2 2026 | |
| 11 | Mutual Advisors, LLC | $686K | 30K | ▲+2.4% Added · +689 sh | Q1 2026 | |
| 12 | Copley Financial Group, Inc. | $518K | 22K | ▼−6.1% Reduced · −1K sh | Q1 2026 | |
| 13 | Envestnet Portfolio Solutions, Inc. | $590K | 19K | ▼−6.2% Reduced · −1K sh | Q2 2026 | |
| 14 | Visionary Wealth Advisors | $429K | 18K | ▲+4.5% Added · +804 sh | Q1 2026 | |
| 15 | Silver Grove Financial Group, Inc. | $375K | 16K | ▼−3.4% Reduced · −578 sh | Q1 2026 | |
| 16 | Ausdal Financial Partners, Inc. | $357K | 15K | ▲+3.7% Added · +545 sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $338K | 15K | ▲+273% Added · +11K sh | Q1 2026 | |
| 18 | Ashton Thomas Private Wealth, LLC | $317K | 14K | ▲New +14K sh | Q1 2026 | |
| 19 | GWN SECURITIES INC. | $268K | 12K | ▲+2.6% Added · +293 sh | Q1 2026 | |
| 20 | Encompass More Asset Management | $363K | 12K | ▲+2.2% Added · +254 sh | Q2 2026 | |
| 21 | Cassaday & Co Wealth Management LLC | $220K | 10K | ▼−20% Reduced · −2K sh | Q1 2026 | |
| 22 | Synergy Investment Management, LLC | $105K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | Geneos Wealth Management Inc. | $38K | 2K | ▲+138% Added · +956 sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $34K | 1K | ▲New +1K sh | Q1 2026 | |
| 25 | UBS Group AG | $33K | 1K | ▲+27% Added · +301 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $5.9B |
| NVIDIA CORPNVDA | 17 funds | $3.7B |
| MICROSOFT CORPMSFT | 17 funds | $2.9B |
| AMAZON.COM INCAMZN | 17 funds | $2.1B |
| BROADCOM INCAVGO | 17 funds | $1.5B |
| VANGUARD GROWTH ETFVUG | 17 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 17 funds | $1.3B |
| VANGUARD VALUE ETFVTV | 17 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $1.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 17 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 17 funds | $1.1B |
| ISHARES MSCI EAFE VALUE ETFEFV | 17 funds | $872.5M |
Ranked by how many of TMAT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TMAT/capital-change-brief"
Use Arkolith's capital_change_brief for TMAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TMAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.