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Treace Medical Concepts Inc (TMCI)

CUSIP: 89455T109 | NYSE | Healthcare · Medical Devices | Micro Cap | 394 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AJohn T. Treace12,530,95919.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AArmistice Capital, LLC6,364,0009.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AJohn T. Treace12,530,959
19.2% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AArmistice Capital, LLC6,364,000
9.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Gagnon Securities LLC3,415,918
2.6% of portfolio›$15.2M
Weber Capital Management LLC589,617
2.4% of portfolio›$2.6M
Dimensional Fund Advisors LP179,890
0.0% of portfolio›$799.6K
LCW Services, LLC90,821
0.2% of portfolio›$403.2K
Creative Planning49,205
0.0% of portfolio›$218.5K
Citigroup Inc37,604
0.0% of portfolio›$167.0K
Abel Hall, LLC37,162
0.0% of portfolio›$165.0K
Jefferies Financial Group Inc.22,800
0.0% of portfolio›$101.2K
Chicago Partners Investment Group LLC22,421
0.0% of portfolio›$95.7K
Kestra Advisory Services, LLC19,586
0.0% of portfolio›$87.0K
Y-Intercept (Hong Kong) Ltd16,405
0.0% of portfolio›$72.8K
Ethic Inc.13,268
0.0% of portfolio›$58.9K
TrustWell Financial Advisors, LLC11,725
0.0% of portfolio›$52.1K
Trust Co of Toledo NA8,305
0.0% of portfolio›$36.9K
Farther Finance Advisors, LLC8,098
0.0% of portfolio›$36.0K
Nfsg Corp1,352
0.0% of portfolio›$6.0K
MTM Investment Management, LLC1,330
0.0% of portfolio›$5.9K
EverSource Wealth Advisors, LLC1,267
0.0% of portfolio›$5.6K
Physician Wealth Advisors, Inc.1,078
0.0% of portfolio›$4.8K
IFP Advisors, Inc1,038
0.0% of portfolio›$4.6K
Hoey Investments, Inc1,000
0.0% of portfolio›$4.4K
Fortitude Family Office, LLC398
0.0% of portfolio›$1.8K
Essential Partners LLC382
0.0% of portfolio›$1.7K
Marquette Asset Management, LLC355
0.0% of portfolio›$1.6K
True Wealth Design, LLC343
0.0% of portfolio›$1.5K
North Star Investment Management Corp.276
0.0% of portfolio›$1.2K
Avion Wealth260
0.0% of portfolio›$1
Balance Wealth Partners LLC151
0.0% of portfolio›$670
Jacobi Capital Management LLC100
0.0% of portfolio›$444
SJS Investment Consulting Inc.70
0.0% of portfolio›$311
Gamma Investing LLC42
0.0% of portfolio›$186
Caitong International Asset Management Co., Ltd23
0.0% of portfolio›$102
Provenance Wealth Advisors, LLC6
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Gagnon Securities LLC
3,415,918$15.2M2.6%ValueMediumNew York, NY2026-11-05
Weber Capital Management LLC
589,617$2.6M2.4%Deep ValueVery LowNewton, MA2026-10-19
Dimensional Fund Advisors LP
179,890$799.6K0.0%IndexLowAustin, TX2026-11-04
LCW Services, LLC
90,821$403.2K0.2%ETFLowVirginia Beach, VA2026-10-21
Creative Planning
49,205$218.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
37,604$167.0K0.0%CoreMediumNew York, NY2026-11-04
Abel Hall, LLC
37,162$165.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Jefferies Financial Group Inc.
22,800$101.2K0.0%CoreVery HighNew York, NY2026-11-05
Chicago Partners Investment Group LLC
22,421$95.7K0.0%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
19,586$87.0K0.0%CoreLowAustin, TX2026-11-02
Y-Intercept (Hong Kong) Ltd
16,405$72.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Ethic Inc.
13,268$58.9K0.0%CoreLowNew York, NY2026-11-03
TrustWell Financial Advisors, LLC
11,725$52.1K0.0%ETFMediumJacksonville, FL2026-10-15
Trust Co of Toledo NA
8,305$36.9K0.0%GrowthVery LowHolland, OH2026-10-16
Farther Finance Advisors, LLC
8,098$36.0K0.0%IndexLowSan Francisco, CA2026-10-08
Nfsg Corp
1,352$6.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
MTM Investment Management, LLC
1,330$5.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
EverSource Wealth Advisors, LLC
1,267$5.6K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
1,078$4.8K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
1,038$4.6K0.0%GrowthLowTampa, FL2026-10-16
Hoey Investments, Inc
1,000$4.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Fortitude Family Office, LLC
398$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
382$1.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Marquette Asset Management, LLC
355$1.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
True Wealth Design, LLC
343$1.5K0.0%ETFMediumAkron, OH2026-10-13
North Star Investment Management Corp.
276$1.2K0.0%CoreLowChicago, IL2026-10-27
Avion Wealth
260$10.0%ETFLowThe Woodlands, TX2026-11-04
Balance Wealth Partners LLC
151$6700.0%ETFMediumWorthington, OH2026-10-27
Jacobi Capital Management LLC
100$4440.0%CoreLowPittston, PA2026-11-05
SJS Investment Consulting Inc.
70$3110.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
42$1860.0%IndexVery LowFoster City, CA2026-10-08
Caitong International Asset Management Co., Ltd
23$1020.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
6$270.0%ETFLowFort Lauderdale, FL2026-10-30