| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $54.5M | 2.35M | Reduced | Q1 2026 |
| 2 | POTOMAC FUND MANAGEMENT INC /ADV | $2.4M | 104.1K | New | Q1 2026 |
| 3 | GeoWealth Management, LLC | $1.5M | 65.1K | New | Q1 2026 |
| 4 | CreativeOne Wealth, LLC | $1.5M | 63.7K | Added | Q1 2026 |
| 5 | U.S. Capital Wealth Advisors, LLC | $1.1M | 49.6K | Held | Q1 2026 |
| 6 | Mutual Advisors, LLC | $686K | 29.6K | Added | Q1 2026 |
| 7 | Envestnet Portfolio Solutions, Inc. | $464K | 20.0K | Added | Q1 2026 |
| 8 | Visionary Wealth Advisors | $429K | 18.5K | Added | Q1 2026 |
| 9 | Ausdal Financial Partners, Inc. | $357K | 15.4K | Added | Q1 2026 |
| 10 | Ashton Thomas Private Wealth, LLC | $317K | 13.7K | New | Q1 2026 |
| 11 | CITADEL ADVISORS LLC | $252K | 9.3K | New | Q3 2025 |
| 12 | Cassaday & Co Wealth Management LLC | $220K | 9.5K | Reduced | Q1 2026 |
| 13 | CWM, LLC | $24K | 1.0K | Added | Q1 2026 |
| 14 | Geneos Wealth Management Inc. | $17K | 691 | New | Q4 2025 |
| 15 | ASSETMARK, INC | $10K | 432 | Added | Q1 2026 |
| 16 | NewEdge Advisors, LLC | $2K | 90 | New | Q1 2026 |
| 17 | IFP Advisors, Inc | $1K | 55 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 17 funds | $5.9B |
| NVIDIA CORPORATIONNVDA | 17 funds | $3.7B |
| MICROSOFT CORPMSFT | 17 funds | $2.9B |
| AMAZON COM INCAMZN | 17 funds | $2.1B |
| BROADCOM INCAVGO | 17 funds | $1.5B |
| VANGUARD INDEX FDSVUG | 17 funds | $1.4B |
| JPMORGAN CHASE & CO.JPM | 17 funds | $1.3B |
| VANGUARD INDEX FDSVTV | 17 funds | $1.3B |
| INVESCO QQQ TRQQQ | 17 funds | $1.2B |
| VANGUARD TAX-MANAGED FDSVEA | 17 funds | $1.2B |
| ALPHABET INCGOOG | 17 funds | $1.1B |
| ISHARES TREFV | 17 funds | $872.2M |
Ranked by how many of TMAT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.