26 tracked 13F filers disclose a position in TMB as of the latest SEC 13F filings, a combined $185.7M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | $44.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $28.3M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 3 | Mariner, LLC | $28.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | Onyx Bridge Wealth Group LLC | $15.9M | 627K | ▲New +627K sh | Q2 2026 | |
| 5 | Strid Group, LLC | $15.2M | 601K | ▲+3.1% Added · +18K sh | Q2 2026 | |
| 6 | GGM Financial LLC | $10.6M | 419K | ▲New +419K sh | Q2 2026 | |
| 7 | Spartan Wealth Advisory Services LLC | $10.1M | 399K | ▲+6.0% Added · +23K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $8.7M | 341K | ▲New +341K sh | Q1 2026 | |
| 9 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.5M | 178K | ▲+7.1% Added · +12K sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $4.2M | 166K | ▲+322% Added · +127K sh | Q1 2026 | |
| 11 | Cornerstone Wealth Group, LLC | $3.9M | 153K | ▲+11% Added · +15K sh | Q2 2026 | |
| 12 | Integrity Wealth Solutions LLC | $3.3M | 130K | ▲+20% Added · +22K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $2.7M | 106K | ▲+386% Added · +84K sh | Q1 2026 | |
| 14 | Westside Investment Management, Inc. | $2.6M | 103K | ▲+45% Added · +32K sh | Q2 2026 | |
| 15 | Empire Financial Management Company, LLC | $1.4M | 56K | ▲+1.4% Added · +797 sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $336K | 13K | ▼−61% Reduced · −20K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $326K | 13K | ▼−51% Reduced · −13K sh | Q1 2026 | |
| 18 | CHANNEL WEALTH LLC | $262K | 10K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 19 | JPMORGAN CHASE & CO | $232K | 9K | ▲+367% Added · +7K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216K | 9K | —Held | Q2 2026 | |
| 21 | PRIVATE TRUST CO NA | $98K | 4K | ▲+253% Added · +3K sh | Q2 2026 | |
| 22 | Spire Wealth Management | $85K | 3K | ▲+8.3% Added · +255 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $12K | 462 | ▼−46% Reduced · −386 sh | Q1 2026 | |
| 24 | UBS Group AG | $3K | 106 | ▼−9.4% Reduced · −11 sh | Q1 2026 | |
| 25 | Blue Trust, Inc. | $3K | 100 | ▲New +100 sh | Q2 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.
Last quarter, 2 funds opened a new position in TMB and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $3.5B |
| AMAZON.COM INCAMZN | 9 funds | $1.9B |
| APPLE INCAAPL | 9 funds | $1.6B |
| MICROSOFT CORPMSFT | 9 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 9 funds | $992.8M |
| JPMORGAN CHASE & COJPM | 9 funds | $785.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $630.3M |
| MORGAN STANLEYMS | 9 funds | $485.7M |
| ELI LILLY & COLLY | 9 funds | $375.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $300.4M |
| EXXON MOBIL CORPXOM | 9 funds | $275.7M |
Ranked by how many of TMB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TXUEMF Closed and MF Open | 41 funds | $292.9M |
| TMBthis pagemc | 26 funds | $185.7M |
| 88521L108CORE PLUS BD ETF | 4 funds | $7.3M |
| 88521L405INTL GROWTH ETF | 3 funds | $1.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TMB
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/TMB/capital-change-brief"
Use Arkolith's capital_change_brief for TMB. 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 TMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.