Independent Advisor Alliance’s TMC The Metals Company TMC Stock Holding History

Independent Advisor Alliance’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$551K	Sell	124,398 -24,900	-17%	-$130K	0.01%	632
2026 Q1	$697K	Sell	149,298 -500	-0.3%	-$3.22K	0.01%	988
2025 Q4	$924K	Buy	149,798 +19,533	+15%	+$137K	0.02%	489
2025 Q3	$830K	Buy	130,265 +17,600	+16%	+$106K	0.02%	485
2025 Q2	$744K	Buy	112,665 +55,000	+95%	+$211K	0.02%	478
2025 Q1	$99.2K	Buy	57,665 +20,000	+53%	+$33.6K	﹤0.01%	787
2024 Q4	$42.2K	Buy	+37,665	New	+$35.5K	﹤0.01%	1338

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Independent Advisor Alliance's TMC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its TMC The Metals Company (TMC) stake by 17% in Q2 2026, selling an estimated $130K and leaving 124,398 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #632.

Independent Advisor Alliance first reported a position in TMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $924K in Q4 2025. 211 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

Independent Advisor Alliance held 124,398 shares of TMC The Metals Company worth $551K as of Q2 2026.
Independent Advisor Alliance sold 24,900 TMC The Metals Company shares in Q2 2026, an estimated $130K.
TMC The Metals Company made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #632 holding.
Independent Advisor Alliance first reported a position in TMC The Metals Company in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's TMC The Metals Company position peaked at $924K in Q4 2025.
211 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.