Filing Research | TMC THE METALS COMPANY INC Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Mirador Capital Partners LP	Shares	613.5KSH	$2.7M
2	SLT Holdings LLC	Shares	152.7KSH	$676.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	74.6KSH	$313.9K
4	Optivise Advisory Services LLC	Shares	53.1KSH	$235.1K
5	One Wealth Management Investment & Advisory Services, LLC	Shares	38.6KSH	$171.0K
6	Rathbones Group PLC	Shares	34.3KSH	$152.0K
7	ALBION FINANCIAL GROUP /UT	Shares	23.2KSH	$102.7K
8	ISTHMUS PARTNERS, LLC	Shares	22.7KSH	$100.5K
9	Foundation Wealth Management, LLC\PA	Shares	20.0KSH	$88.6K
10	Waldron Private Wealth LLC	Shares	15.9KSH	$70.6K
11	LexAurum Advisors, LLC	Shares	14.4KSH	$63.7K
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	14.3KSH	$63.3K
13	Sowell Financial Services LLC	Shares	12.1KSH	$53.6K
14	Brookstone Capital Management	Shares	10.0KSH	$44.3K
15	LAZARI CAPITAL MANAGEMENT, INC.	Shares	10.0KSH	$44.3K
16	SBI Securities Co., Ltd.	Shares	9.5KSH	$42.3K
17	WEBSTER BANK, N. A.	Shares	7.9KSH	$35.1K
18	LANARK FINANCIAL, INC.	Shares	6.5KSH	$29.0K
19	Hickory Point Bank & Trust	Shares	5.0KSH	$22.1K
20	Farther Finance Advisors, LLC	Shares	4.2KSH	$18.8K
21	Strategic Investment Solutions, Inc. /IL	Shares	4.0KSH	$17.8K
22	WOLFF WIESE MAGANA LLC	Shares	4.0KSH	$17.7K
23	Activest Wealth Management	Shares	3.0KSH	$13.3K
24	KERR FINANCIAL PLANNING Corp	Shares	2.5KSH	$11.1K
25	Spire Wealth Management	Shares	2.1KSH	$9.2K
26	EQUITEC PROPRIETARY MARKETS, LLC	Shares	2.0KSH	$8.9K
27	SIGNATUREFD, LLC	Shares	2.0KSH	$8.9K
28	Cape Investment Advisory, Inc.	Shares	1.6KSH	$7.2K
29	Bogart Wealth, LLC	Shares	1.5KSH	$6.6K
30	SALEM INVESTMENT COUNSELORS INC	Shares	1.1KSH	$4.7K
31	HHM Wealth Advisors, LLC	Shares	660SH	$2.9K
32	Atlantic Edge Private Wealth Management, LLC	Shares	500SH	$2.2K
33	MassMutual Private Wealth & Trust, FSB	Shares	400SH	$1.8K
34	SJS Investment Consulting Inc.	Shares	123SH	$545
35	Aventura Private Wealth, LLC	Shares	100SH	$443
36	Handelsbanken Fonder AB	Shares	79.1KSH	$350
37	EverSource Wealth Advisors, LLC	Shares	26SH	$116

Manager changes2026-06-30 vs 2026-03-31

41 / 41 loaded

#		Instrument
1	Mirador Capital Partners LP added	Shares	+47.2K	+$73.2K	$2.7M
2	Hickory Point Bank & Trust new	Shares	+5.0K	+$22.1K	$22.1K
3	SIGNATUREFD, LLC new	Shares	+2.0K	+$8.9K	$8.9K
4	Cape Investment Advisory, Inc. new	Shares	+1.6K	+$7.2K	$7.2K
5	SALEM INVESTMENT COUNSELORS INC added	Shares	+950	+$4.2K	$4.7K
6	SJS Investment Consulting Inc. new	Shares	+123	+$545	$545
7	Handelsbanken Fonder AB new	Shares	+79.1K	+$350	$350
8	EverSource Wealth Advisors, LLC new	Shares	+26	+$116	$116
9	Aventura Private Wealth, LLC unchanged	Shares	0	-$24	$443
10	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$96	$1.8K
11	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$120	$2.2K
12	HHM Wealth Advisors, LLC unchanged	Shares	0	-$159	$2.9K
13	LANARK FINANCIAL, INC. added	Shares	+300	-$168	$29.0K
14	Bogart Wealth, LLC unchanged	Shares	0	-$358	$6.6K
15	EQUITEC PROPRIETARY MARKETS, LLC unchanged	Shares	0	-$480	$8.9K
16	Spire Wealth Management unchanged	Shares	0	-$501	$9.2K
17	Activest Wealth Management unchanged	Shares	0	-$720	$13.3K
18	Sound Income Strategies, LLC exited	Shares	-200	-$902	$0
19	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$960	$17.7K
20	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$964	$17.8K
21	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+500	-$1.1K	$63.3K
22	Farther Finance Advisors, LLC trimmed	Shares	-270	-$1.6K	$18.8K
23	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$1.6K	$11.1K
24	WEBSTER BANK, N. A. unchanged	Shares	0	-$1.9K	$35.1K
25	LAZARI CAPITAL MANAGEMENT, INC. unchanged	Shares	0	-$2.4K	$44.3K
26	Triumph Capital Management exited	Shares	-600	-$2.8K	$0
27	Sowell Financial Services LLC added	Shares	+8	-$2.9K	$53.6K
28	LexAurum Advisors, LLC unchanged	Shares	0	-$3.4K	$63.7K
29	Foundation Wealth Management, LLC\PA unchanged	Shares	0	-$4.8K	$88.6K
30	Brookstone Capital Management trimmed	Shares	-522	-$4.8K	$44.3K
31	ISTHMUS PARTNERS, LLC unchanged	Shares	0	-$5.4K	$100.5K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.0K	-$5.6K	$313.9K
33	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$5.6K	$102.7K
34	One Wealth Management Investment & Advisory Services, LLC added	Shares	+290	-$7.9K	$171.0K
35	Blue Trust, Inc. exited	Shares	-1.9K	-$9.0K	$0
36	Optivise Advisory Services LLC added	Shares	+250	-$11.6K	$235.1K
37	Waldron Private Wealth LLC trimmed	Shares	-3.2K	-$18.8K	$70.6K
38	SBI Securities Co., Ltd. trimmed	Shares	-4.3K	-$22.1K	$42.3K
39	SLT Holdings LLC trimmed	Shares	-4.0K	-$55.3K	$676.5K
40	Rathbones Group PLC trimmed	Shares	-27.3K	-$135.8K	$152.0K
41	Counterpoint Mutual Funds LLC exited	Shares	-51.3K	-$239.4K	$0