SEC 13F Intelligence

TREMONT MTG TR

CUSIP 894789106

Tremont Mtg Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 469.9K shares worth $3M as of Q2 2021. The largest reported holders are Independent Advisor Alliance, Renaissance Technologies LLC, and Millennium Management LLC.

Institutional Holders
12
Q2 2021
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’18: 12Q4 ’18Q1 ’19: 13Q1 ’19Q2 ’19: 18Q2 ’19Q3 ’19: 17Q3 ’19Q2 ’21: 12Q2 ’21filingsflow.com
Total reported value
Q4 ’18: $5MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $1.5BQ3 ’19Q2 ’21: $3MQ2 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Almitas Capital LLC$443M AUM0.42%$416,000109.8KQ4 2020OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.14%$52,00010.0KQ3 2021
Independent Advisor Alliance$9.3B AUM0.06%$1M201.3KQ3 2021
Bulldog Investors, LLP$445M AUM0.02%$70,00013.5KQ3 2021
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC$3.6B AUM0.00%$92,00016.0KQ1 2021OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$155,00029.7KQ3 2021
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$525,000100.5KQ3 2021
Squarepoint Ops LLC$85.1B AUM0.00%$40,00010.6KQ4 2020OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$484,00092.7KQ3 2021
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$109,00020.8KQ3 2021
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$15,0002.8KQ3 2021
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$5,000878Q1 2021OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$287,00047.4KQ2 2021OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,0002.5KQ3 2021
CITADEL ADVISORS LLC$618.5B AUM0.00%$72,00012.5KQ1 2021OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$69,00013.2KQ3 2021
UBS Group AG$666.3B AUM0.00%$8,0001.5KQ3 2021
IFP Advisors, Inc$4.8B AUM$00Q2 2021OLDER
Advisory Services Network, LLC$7.5B AUM$048Q2 2021OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.