$MP is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.57%, with an average of 0.12% of portfolio. Largest holder: Caption Management, LLC at 0.57%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MP MATLS CORP CLASS CLASS A
13F holders
711
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 711 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
GLOBALT Investments LLC / GA
—
—
03
Atlantic Edge Private Wealth Management, LLC
—
—
04
Axa S.a.
—
—
05
Solus Alternative Asset Management LP
—
—
06
State Street
—
—
07
Nbc Securities, Inc.
—
—
08
Banyan Capital Management, Inc.
—
—
09
Commerce Bank
—
—
10
Globe Life Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
17 holders · Q1 202601
Caption Management, LLC
0.57% held
α +15.5pts
02
Somerset Group LLC
0.36% NEW
α +64.8pts
03
Rokos Capital Management LLP
0.30% held
α +12.2pts
04
Greenwich Wealth Management LLC
0.30% NEW
α +12.7pts
05
Oxford Asset Management LLP
0.20% held
α +10.3pts
06
Voloridge Investment Management, LLC
0.10% held
α +15.5pts
07
WINTON GROUP Ltd
0.07% held
α +27.0pts
08
Venture Visionary Partners LLC
0.07% held
α +10.3pts
09
RFG Advisory, LLC
0.04% held
α +16.2pts
10
RiverPark Advisors, LLC
0.03% held
α +21.5pts
11
Costello Asset Management, INC
0.02% held
α +14.3pts
12
Nikko Asset Management Americas, Inc.
0.02% held
α +22.1pts
13
Citigroup Inc.
0.01% held
α +26.3pts
14
Quarry LP
0.01% held
α +10.6pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
16
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
17
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
33 transactions · 4 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $MP in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MP lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MP — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:58 UTC.