Among active 13F managers last quarter, 3 opened and 5 added, while 2 reduced; the largest holder to move was Strid Group, LLC (+3.1%).
30 tracked 13F filers disclose a position in TMB as of the latest SEC 13F filings, a combined $206.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | 1.7M | $44.3M | ▲New +1.7M sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | 1.1M | $28.3M | ▲New +1.1M sh | Q2 2026 | |
| 3 | Mariner, LLC | 1.1M | $28.3M | ▲New +1.1M sh | Q1 2026 | |
| 4 | Onyx Bridge Wealth Group LLC | 627K | $15.9M | ▲New +627K sh | Q2 2026 | |
| 5 | Strid Group, LLC | 601K | $15.2M | ▲+3.1% Added · +18K sh | Q2 2026 | |
| 6 | Personal Cfo Solutions, LLC | 467K | $11.8M | ▲+4.9% Added · +22K sh | Q2 2026 | |
| 7 | GGM Financial LLC | 419K | $10.6M | ▲New +419K sh | Q2 2026 | |
| 8 | Spartan Wealth Advisory Services LLC | 399K | $10.1M | ▲+6.0% Added · +23K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 341K | $8.7M | ▲New +341K sh | Q1 2026 | |
| 10 | D.B. Root & Company, LLC | 183K | $4.6M | ▲+4.1% Added · +7K sh | Q2 2026 | |
| 11 | Flynn Zito Capital Management, LLC | 178K | $4.5M | ▲+7.1% Added · +12K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 166K | $4.2M | ▲+322% Added · +127K sh | Q1 2026 | |
| 13 | Cannon Financial Strategists, Inc. | 153K | $3.9M | ▲New +153K sh | Q2 2026 | |
| 14 | Cornerstone Wealth Group, LLC | 153K | $3.9M | ▲+11% Added · +15K sh | Q2 2026 | |
| 15 | Integrity Wealth Solutions LLC | 130K | $3.3M | ▲+20% Added · +22K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | 106K | $2.7M | ▲+386% Added · +84K sh | Q1 2026 | |
| 17 | Westside Investment Management, Inc. | 103K | $2.6M | ▲+45% Added · +32K sh | Q2 2026 | |
| 18 | Empire Financial Management Company, LLC | 56K | $1.4M | ▼−1.2% Reduced · −665 sh | Q2 2026 | |
| 19 | Insight Wealth Partners, LLC | 31K | $778K | ▲New +31K sh | Q2 2026 | |
| 20 | Jane Street Group, LLC | 13K | $336K | ▼−61% Reduced · −20K sh | Q1 2026 | |
| 21 | Principia Wealth Advisory, LLC | 13K | $333K | ▼−2.6% Reduced · −346 sh | Q2 2026 | |
| 22 | Channel Wealth LLC | 10K | $262K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 23 | JPMorgan Chase & Co | 9K | $232K | ▲+367% Added · +7K sh | Q1 2026 | |
| 24 | Wealth Enhancement Advisory Services, LLC | 9K | $216K | —Held | Q2 2026 | |
| 25 | Private Trust Co Na | 4K | $98K | ▲+253% Added · +3K 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, 3 funds opened a new position in TMB and 5 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $294.8M |
| Nvidia CorpNVDA | 10 funds | $221.5M |
| Microsoft CorpMSFT | 10 funds | $151.3M |
| Eli Lilly & CoLLY | 10 funds | $130.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $82.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $58.4M |
| JPMorgan Chase & CoJPM | 10 funds | $55.8M |
| Abbvie IncABBV | 10 funds | $43.2M |
| Morgan StanleyMS | 10 funds | $11.9M |
| Amazon.com IncAMZN | 9 funds | $137.8M |
| Alphabet Inc-CL AGOOGL | 9 funds | $124.4M |
| Alphabet Inc-CL CGOOG | 9 funds | $115.8M |
Ranked by how many of TMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TMB.
| Class | 13F holders | Value held |
|---|---|---|
| TXUEINTL EQUITY ETF | 49 funds | $325.1M |
| TMBthis pagemc | 30 funds | $206.8M |
| 88521L108CORE PLUS BD ETF | 4 funds | $7.3M |
| 88521L405INTL GROWTH ETF | 3 funds | $1.3M |
| THORPREMIUM INCOME B | 1 funds | $250K |
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.