TMAT Institutional Ownership & Shareholders
MAIN THEMATIC INNOVATION ETF (TMAT) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $149.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Orion Porfolio Solutions, Llc is currently the largest disclosed institutional shareholder of TMAT tracked by InsiderSet, reporting ownership valued at approximately $74.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.93M, representing an estimated loss of -13.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed TMAT value among the investors covered in this analysis. Major shareholders include Orion Porfolio Solutions, Llc, Lpl Financial Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in MAIN THEMATIC INNOVATION ETF (TMAT).
This page ranks the largest institutional TMAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$149.78M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$74.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, Llc | 0.57% | 2,377,422 | $74,723,091 | $64,927,395 | -$9,795,696 | -13.11% | |
| Lpl Financial Llc | 0.01% | 751,429 | $23,617,623 | $20,521,526 | -$3,096,097 | -13.11% | |
| Osaic Holdings, Inc. | 0.03% | 713,330 | $22,420,204 | $19,481,042 | -$2,939,162 | -13.11% | |
| Envestnet Asset Management Inc | 0.00% | 153,264 | $4,817,125 | $4,185,640 | -$631,485 | -13.11% | |
| Potomac Fund Management Inc | 0.08% | 102,836 | $3,232,154 | $2,808,451 | -$423,703 | -13.11% | |
| Echo45 Advisors Llc | 1.11% | 81,568 | $2,431,728 | $2,227,622 | -$204,106 | -8.39% | |
| Creativeone Wealth, Llc | 0.05% | 67,614 | $2,125,138 | $1,846,538 | -$278,600 | -13.11% | |
| Geowealth Management, Llc | 0.07% | 67,187 | $2,111,703 | $1,834,877 | -$276,826 | -13.11% | |
| Arax Advisory Partners | 0.01% | 49,554 | $1,557,497 | $1,353,320 | -$204,177 | -13.11% | |
| San Luis Wealth Advisors Llc | 0.21% | 47,122 | $1,404,803 | $1,286,902 | -$117,901 | -8.39% | |
| U.S. Capital Wealth Advisors, Llc | 0.03% | 49,554 | $1,149,157 | $1,353,320 | +$204,163 | +17.77% | |
| Copley Financial Group, Inc. | 0.68% | 35,590 | $1,118,605 | $971,963 | -$146,642 | -13.11% | |
| Mutual Advisors, Llc | 0.02% | 32,033 | $1,006,813 | $874,821 | -$131,992 | -13.11% | |
| Gibbs Wealth Management | 0.07% | 23,076 | $687,949 | $630,206 | -$57,743 | -8.39% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,756 | $589,507 | $512,226 | -$77,281 | -13.11% | |
| Signal Advisors Wealth, Llc | 0.02% | 18,568 | $553,555 | $507,092 | -$46,463 | -8.39% | |
| Silver Grove Financial Group, Inc. | 0.29% | 17,280 | $543,120 | $471,917 | -$71,203 | -13.11% | |
| Visionary Wealth Advisors | 0.02% | 14,892 | $468,054 | $406,701 | -$61,353 | -13.11% | |
| Ausdal Financial Partners, Inc. | 0.02% | 14,319 | $450,051 | $391,052 | -$58,999 | -13.11% | |
| Independent Financial Group, Llc | 0.01% | 14,711 | $438,569 | $401,757 | -$36,812 | -8.39% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 13,828 | $434,625 | $377,643 | -$56,982 | -13.11% | |
| Harbour Investments, Inc. | 0.01% | 12,929 | $406,374 | $353,091 | -$53,283 | -13.11% | |
| Gwn Securities Inc. | 0.07% | 12,626 | $396,833 | $344,816 | -$52,017 | -13.11% | |
| Encompass More Asset Management | 0.05% | 12,493 | $372,445 | $341,184 | -$31,261 | -8.39% | |
| Florida Financial Advisors, Llc | 0.06% | 11,742 | $369,053 | $320,674 | -$48,379 | -13.11% | |
| Cdkv Holdings Llc | 0.26% | 11,510 | $343,140 | $314,338 | -$28,802 | -8.39% | |
| Partners Wealth Management, Llc | 0.03% | 10,093 | $300,896 | $275,640 | -$25,256 | -8.39% | |
| Cassaday & Co Wealth Management Llc | 0.01% | 9,504 | $283,337 | $259,554 | -$23,783 | -8.39% | |
| Virtue Capital Management, Llc | 0.04% | 9,410 | $280,534 | $256,987 | -$23,547 | -8.39% | |
| Pacific Financial Group Inc | 0.11% | 7,386 | $232,144 | $201,712 | -$30,432 | -13.11% | |
| Amg Asset Management Group, Inc. | 0.13% | 7,329 | $218,495 | $200,155 | -$18,340 | -8.39% | |
| Victory Financial Group, Llc | 0.02% | 6,800 | $202,724 | $185,708 | -$17,016 | -8.39% | |
| Synergy Investment Management, Llc | 0.03% | 4,465 | $140,336 | $121,939 | -$18,397 | -13.11% | |
| Birch Financial Group, Llc | 0.03% | 2,454 | $73,152 | $67,019 | -$6,133 | -8.38% | |
| Main Management Llc | 4.71% | 2,230,630 | $70,109 | $60,918,505 | +$60,848,396 | +86791.13% | |
| Geneos Wealth Management Inc. | 0.00% | 1,647 | $51,765 | $44,980 | -$6,785 | -13.11% | |
| Farther Finance Advisors, Llc | 0.00% | 1,113 | $33,181 | $30,396 | -$2,785 | -8.39% | |
| Cwm, Llc | 0.00% | 1,041 | $24,141 | $28,430 | +$4,289 | +17.77% | |
| Assetmark, Inc | 0.00% | 685 | $20,421 | $18,707 | -$1,714 | -8.39% | |
| Buck Wealth Strategies, Llc | 0.00% | 642 | $19,144 | $17,533 | -$1,611 | -8.42% | |
| Morgan Stanley | 0.00% | 383 | $12,058 | $10,460 | -$1,598 | -13.25% | |
| Jpmorgan Chase & Co | 0.00% | 381 | $11,693 | $10,405 | -$1,288 | -11.01% | |
| Royal Bank Of Canada | 0.00% | 344 | $11,000 | $9,395 | -$1,605 | -14.59% | |
| Ameritas Advisory Services, Llc | 0.00% | 345 | $10,843 | $9,422 | -$1,421 | -13.11% | |
| Putney Financial Group Llc | 0.01% | 269 | $8,020 | $7,346 | -$674 | -8.40% | |
| Continuum Advisory, Llc | 0.00% | 78 | $2,452 | $2,130 | -$322 | -13.12% | |
| Ifp Advisors, Inc | 0.00% | 70 | $2,087 | $1,912 | -$175 | -8.40% | |
| Fortis Group Advisors, Llc | 0.00% | 58 | $1,823 | $1,584 | -$239 | -13.11% | |
| Jones Financial Companies Lllp | 0.00% | 35 | $1,049 | $956 | -$93 | -8.88% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $27 | $27 | +$0 | +1.15% |
Frequently asked questions about TMAT
Who are the largest institutional holders of TMAT?
The largest institutional holders of TMAT reported in the latest SEC Form 13F filings include Orion Porfolio Solutions, Llc, Lpl Financial Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and Potomac Fund Management Inc. InsiderSet ranks institutional holders by their latest reported TMAT position.
What is TMAT institutional ownership?
This page tracks TMAT positions reported by institutional investment managers through SEC Form 13F. MAIN THEMATIC INNOVATION ETF (TMAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TMAT?
InsiderSet currently tracks 50 institutional managers reporting TMAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TMAT shareholders.
How much TMAT stock do institutions own?
Institutional investment managers disclosed approximately $149.78M in TMAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TMAT institutional ownership last updated?
The latest TMAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TMAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TMAT position after the reporting date.
Are institutions buying or selling TMAT?
Institutional buying and selling can be analyzed by comparing TMAT positions across consecutive 13F reporting periods. InsiderSet's TMAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TMAT ownership changes.
How has TMAT institutional ownership changed over time?
InsiderSet tracks TMAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.