Among active 13F managers last quarter, 12 opened and 18 added, while 6 reduced; the largest holder to move was TSP Capital Management Group, LLC (+0.3%). Over the last 180 days, 2 insiders sold and none bought, a net -$18.0M in open-market trades.
The legs disagree, or only one of them leans.
136 tracked 13F filers disclose a position in TMQ as of the latest SEC 13F filings, a combined $244.9M 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 | Electrum Group LLC | 31.6M | $110.9M | —Held | Q2 2026 | |
| 2 | Tidal Investments LLC | 8.4M | $29.5M | ▼−15% Reduced · −1.5M sh | Q2 2026 | |
| 3 | TSP Capital Management Group, LLC | 6.8M | $23.8M | ▲+0.3% Added · +23K sh | Q2 2026 | |
| 4 | Old West Investment Management, LLC | 6.1M | $21.4M | ▲+30% Added · +1.4M sh | Q2 2026 | |
| 5 | Goehring & Rozencwajg Associates, LLC | 1.8M | $6.2M | ▲+2.7% Added · +47K sh | Q2 2026 | |
| 6 | Marshall Wace, LLP | 1.6M | $5.8M | ▲25× Added · +1.6M sh | Q1 2026 | |
| 7 | ALPS Advisors Inc | 1.5M | $5.2M | ▼−21% Reduced · −387K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 982K | $3.5M | ▲+4.3% Added · +40K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 974K | $3.5M | ▲+5.2% Added · +48K sh | Q1 2026 | |
| 10 | Point72 Asset Management, L.P. | 878K | $3.1M | ▲+156% Added · +535K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 797K | $2.8M | ▲+158% Added · +488K sh | Q2 2026 | |
| 12 | Two Sigma Investments, LP | 545K | $2.0M | ▲+68% Added · +220K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | 490K | $1.7M | ▲+20% Added · +82K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 459K | $1.6M | ▲+187% Added · +299K sh | Q1 2026 | |
| 15 | Morgan Stanley | 459K | $1.6M | ▲+131% Added · +261K sh | Q1 2026 | |
| 16 | Toronto Dominion Bank | 395K | $1.4M | ▲969× Added · +395K sh | Q1 2026 | |
| 17 | Moore Capital Management, LP | 392K | $1.4M | ▲New +392K sh | Q2 2026 | |
| 18 | Bank Of America Corp | 385K | $1.4M | ▲+7.7% Added · +27K sh | Q1 2026 | |
| 19 | Susquehanna International Group, LLP | 345K | $1.2M | ▼−47% Reduced · −311K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | 314K | $1.1M | ▲+54% Added · +110K sh | Q2 2026 | |
| 21 | State Street Corp | 308K | $1.1M | ▲+32% Added · +75K sh | Q2 2026 | |
| 22 | Bank Of Montreal | 284K | $1.0M | ▲New +284K sh | Q1 2026 | |
| 23 | Jump Financial, LLC | 279K | $1.0M | ▲20× Added · +265K sh | Q1 2026 | |
| 24 | Manufacturers Life Insurance Company, The | 274K | $987K | ▲+12% Added · +29K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | 251K | $901K | ▲+188% Added · +164K 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.
Last quarter, 12 funds opened a new position in TMQ and 18 added to an existing one, while 6 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 58 funds | $33.7B |
| Nvidia CorpNVDA | 57 funds | $93.5B |
| Amazon.com IncAMZN | 57 funds | $45.6B |
| Microsoft CorpMSFT | 56 funds | $58.5B |
| JPMorgan Chase & CoJPM | 56 funds | $13.6B |
| Visa Inc-Class A SharesV | 56 funds | $10.2B |
| Meta Platforms Inc-Class AMETA | 55 funds | $23.7B |
| Freeport-McMoran IncFCX | 55 funds | $3.9B |
| Apple IncAAPL | 54 funds | $65.9B |
| Broadcom IncAVGO | 54 funds | $33.6B |
| Tesla IncTSLA | 54 funds | $17.5B |
| Micron Technology IncMU | 54 funds | $11.3B |
Ranked by how many of TMQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TMQ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | South32 Ltd | 10% Owner | Sell (S) | 8.2M | $17.8M |
| May 8, 2026 | Hensley William L. Iggiagruk | Director | Sell (S) | 50K | $222K |
| Feb 26, 2026 | Hensley William L. Iggiagruk | Director | Sell (S) | 25K | $110K |
| Dec 5, 2025 | Lang Gregory A. | Director | Sell (S) 2 lots, same day | 70K | $333K |
| Oct 16, 2025 | Gowans James | Director | Sell (S) | 100K | $750K |
| Oct 9, 2025 | Hayden William Beckwith | Director | Sell (S) | 200K | $1.3M |
| Oct 9, 2025 | Lang Gregory A. | Director | Sell (S) 3 lots, same day | 169K | $1.1M |
| Oct 9, 2025 | Stairs Janice | Director | Sell (S) | 51K | $332K |
| Oct 8, 2025 | Hensley William L. Iggiagruk | Director | Sell (S) | 100K | $639K |
| Oct 8, 2025 | Walters Diana J | Director | Sell (S) | 100K | $703K |
| Oct 8, 2025 | Hayden William Beckwith | Director | Sell (S) | 64K | $454K |
| Oct 8, 2025 | Sanders Elaine | VP & CFO | Sell (S) 2 lots, same day | 450K | $3.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 41 | 17 | – |
Insiders Form 4 open-market | 0 | 2 | -$18.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TMQ
This stock 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/TMQ/capital-change-brief"
Use Arkolith's capital_change_brief for TMQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TMQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.