Institutional Ownership Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main The (TMAT). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 7.29 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
497
shares
|
$12,280
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
440
shares
|
$10,872
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
419
shares
|
$10,353
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
203
shares
|
$5,016
0.0% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
136
shares
|
$3,360
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
119
shares
|
$2,940
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62
shares
|
$1,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|