TMB Institutional Ownership
Who owns TMB and what the big funds did with it last quarter, from every SEC 13F filing. 32 funds reported holding TMB at Jun 30, 2026.
- ▲25 buying vs 9 selling
- ▲Shares held by funds +33.4%
- ▲Funds holding +3
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
6 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 32 | 29 | +10.3% |
| In funds' top 10 | 3 | 1 | +200.0% |
| 13F shares | 7.7M | 5.8M | +33.4% |
| Held by funds | – | – | – |
| New positions | 8 | 9 | −11.1% |
| Increased | 17 | 12 | +41.7% |
| Reduced | 5 | 7 | −28.6% |
| Sold out | 4 | 3 | +33.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in TMB
All superinvestors →
Who owns TMB
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds91.7%
- Banks and brokers8.3%
- Pensions, insurers and other0.0%
The top 10 holders own 85.9% of all TMB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
32 funds changed their position- Concurrent Investment Advisors, LLCNew+811K sh
- Onyx Bridge Wealth Group LLCAdded+374K sh
- LPL Financial LLCAdded+194K sh
- Private Advisor Group, LLCAdded+140K sh
- GGM Financial LLCAdded+131K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | – | 2.1M | $54.2M | +398K |
| 2 | Private Advisor Group, LLC | – | 1.1M | $28.3M | +1.1M |
| 3 | Onyx Bridge Wealth Group LLC | – | 627K | $15.9M | +627K |
| 4 | Strid Group, LLC | – | 601K | $15.2M | +18K |
| 5 | Personal Cfo Solutions, LLC | – | 467K | $11.8M | +22K |
| 6 | LPL Financial LLC | – | 463K | $11.7M | +121K |
| 7 | GGM Financial LLC | – | 419K | $10.6M | +419K |
| 8 | Spartan Wealth Advisory Services LLC | – | 399K | $10.1M | +23K |
| 9 | D.B. Root & Company, LLC | – | 183K | $4.6M | +7,180 |
| 10 | Flynn Zito Capital Management, LLC | – | 178K | $4.5M | +12K |
- Private Advisor Group, LLC+1.1M sh+$28.3M
- Onyx Bridge Wealth Group LLC+627K sh+$15.9M
- GGM Financial LLC+419K sh+$10.6M
- WCG Wealth Advisors LLC+398K sh+$10.1M
- Cannon Financial Strategists, Inc.+153K sh+$3.9M
- LPL Financial LLC+121K sh+$3.1M
- Jane Street Group, LLC+119K sh+$3M
- HighTower Advisors, LLC+37K sh+$949K
- Mariner, LLC−1.1M sh−$28.3M
- Goldman Sachs Group Inc−133K sh−$3.4M
- Citadel Advisors LLC−13K sh−$326K
- Sound Income Strategies, LLC−2,757 sh−$70K
- Jpmorgan Chase & Co−1,994 sh−$51K
- Empire Financial Management Company, LLC−665 sh−$17K
- Principia Wealth Advisory, LLC−346 sh−$9K
- IFP Advisors, Inc−253 sh−$6K
TMB institutional ownership FAQ
Who owns the most TMB stock?
In Q2 2026 13F filings the largest holder of TMB was WCG Wealth Advisors LLC, followed by Private Advisor Group, LLC and Onyx Bridge Wealth Group LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of TMB is owned by institutions?
32 funds reported holding 7.7M TMB shares at Jun 30, 2026.
Are hedge funds buying TMB?
In Q2 2026, 25 funds bought TMB (8 of them new positions) and 9 sold (4 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for TMB is bullish.
What is TMB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this TMB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.