TREACE MEDICAL CONCEPTS, INC. (TMCI) — Institutional Holders, Q2 2026 (page 2)

117 institutional investment managers reported a TMCI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $126.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 117. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

TMCI 13F holders ranked 101–117 of 117

Institutional investors reporting a position in TREACE MEDICAL CONCEPTS, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Fortitude Family Office#101 · 521 sh$2.1K+52.3%
Marquette Asset Management#102 · 355 sh$1.4KNew
North Star Investment Management#103 · 276 sh$1.1KNew
ROTHSCHILD INVESTMENT#104 · 275 sh$1.1K+525.0%
Avion Wealth#105 · 260 sh$1.0KNew
Basecamp Wealth Advisors#106 · 241 sh$959.00+5.7%
Wealth Enhancement Services#107 · 182 sh$724.00New
C M BIDWELL & ASSOCIATES LTD#108 · 169 sh$673.00New
SJS Investment Consulting#109 · 139 sh$554.00+52.7%
Ancora Advisors#110 · 120 sh$478.00New
Transamerica Financial Advisors#111 · 120 sh$477.000.0%
Optiver Holding B.V.#112 · 114 sh$454.00-74.7%
Clearstead Advisors#113 · 51 sh$204.00New
Quarry#114 · 44 sh$175.00New
PNC FINANCIAL SERVICES GROUP#115 · 27 sh$107.00+440.0%
JPL Wealth Management#116 · 16 sh$64.00New
Caitong International Asset Management , Ltd#117 · 15 sh$60.00+400.0%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.