Optivise Advisory Services’s TMC The Metals Company TMC Stock Holding History

Optivise Advisory Services’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	$235K	Buy	53,070 +250	+0.5%	+$1.3K	0.12%	185
2026 Q1	$247K	Buy	52,820 +12,120	+30%	+$78.1K	0.15%	156
2025 Q4	$251K	Sell	40,700 -8,600	-17%	-$60.4K	0.14%	157
2025 Q3	$314K	Sell	49,300 -400	-0.8%	-$2.4K	0.19%	122
2025 Q2	$328K	Buy	49,700 +1,500	+3%	+$5.75K	0.17%	125
2025 Q1	$82.9K	Sell	48,200 -890	-2%	-$1.5K	0.05%	194
2024 Q4	$55K	Buy	49,090 +10	+0%	+$9	0.03%	175
2024 Q3	$52K	Buy	49,080 +105	+0.2%	+$117	0.03%	164
2024 Q2	$66.1K	Buy	+48,975	New	+$75K	0.04%	179

Other funds holding TMC

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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 373.57% 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

Optivise Advisory Services's TMC Position: Q2 2026 in Review

Optivise Advisory Services increased its TMC The Metals Company (TMC) stake by 0.47% in Q2 2026, buying an estimated $1.3K and bringing the position to 53,070 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #185.

Optivise Advisory Services first reported a position in TMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $328K in Q2 2025. 212 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

Optivise Advisory Services held 53,070 shares of TMC The Metals Company worth $235K as of Q2 2026.
Optivise Advisory Services bought 250 TMC The Metals Company shares in Q2 2026, an estimated $1.3K.
TMC The Metals Company made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #185 holding.
Optivise Advisory Services first reported a position in TMC The Metals Company in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's TMC The Metals Company position peaked at $328K in Q2 2025.
212 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.