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This page summarizes the TMAT holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether TMAT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TMAT Share Count |
|---|
| Coppell Advisory Solutions LLC |
23 |
167 |
+144 |
+626.09% |
| Atria Wealth Solutions Inc. |
26,422 |
39,297 |
+12,875 |
+48.73% |
| Envestnet Portfolio Solutions Inc. |
28,924 |
42,884 |
+13,960 |
+48.26% |
| Mutual Advisors LLC |
15,495 |
20,660 |
+5,165 |
+33.33% |
| Orion Portfolio Solutions LLC |
2,431,704 |
3,238,853 |
+807,149 |
+33.19% |
| Envestnet Asset Management Inc. |
59,959 |
77,536 |
+17,577 |
+29.32% |
| Harbour Investments Inc. |
2,096 |
2,537 |
+441 |
+21.04% |
| Cetera Investment Advisers |
14,190 |
16,954 |
+2,764 |
+19.48% |
| GeoWealth Management LLC |
44,865 |
51,837 |
+6,972 |
+15.54% |
| Townsquare Capital LLC |
71,697 |
76,697 |
+5,000 |
+6.97% |
| WealthPLAN Partners LLC |
32,935 |
35,068 |
+2,133 |
+6.48% |
| Advisor Group Holdings Inc. |
50,335 |
52,831 |
+2,496 |
+4.96% |
| Main Management LLC |
2,836,051 |
2,860,502 |
+24,451 |
+0.86% |
| 13F Filers Reporting New Positions In TMAT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Bank of America Corp DE |
0 |
37 |
+37 |
+100% |
| FMR LLC |
0 |
129 |
+129 |
+100% |
| Whittier Trust Co. |
0 |
4,577 |
+4,577 |
+100% |
| LPL Financial LLC |
0 |
10,352 |
+10,352 |
+100% |
| Gradient Investments LLC |
0 |
52 |
+52 |
+100% |
| Advisory Services Network LLC |
0 |
1,673 |
+1,673 |
+100% |
| Change Path LLC |
0 |
17,497 |
+17,497 |
+100% |
| Tennessee Valley Asset Management Partners |
0 |
149 |
+149 |
+100% |
| ICA Group Wealth Management LLC |
0 |
316 |
+316 |
+100% |
| Encompass More Asset Management |
0 |
11,639 |
+11,639 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Geneos Wealth Management Inc. |
468 |
468 |
UNCH |
0.00% |
| 13F Filers Decreasing TMAT Share Count |
|---|
| UBS Group AG |
1,311 |
76 |
-1,235 |
-94.20% |
| Morgan Stanley |
658 |
473 |
-185 |
-28.12% |
| 13F Filers Exiting TMAT |
|---|
| Impact Partnership Wealth LLC |
90 |
0 |
-90 |
-100.00% |
| WealthPlan Investment Management LLC |
32,935 |
0 |
-32,935 |
-100.00% |
| EverSource Wealth Advisors LLC |
806 |
0 |
-806 |
-100.00% |
| IFP Advisors Inc |
56 |
0 |
-56 |
-100.00% |
| Allworth Financial LP |
169 |
0 |
-169 |
-100.00% |
| Susquehanna International Group LLP |
11,085 |
0 |
-11,085 |
-100.00% |
See Summary: Institutional Holders of TMAT
See Details: Top 10 Hedge Funds Holding TMAT
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