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 30 institutions that hold shares in the stock, with a total of 7.85 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,090,203
shares
|
$65.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,903,553
shares
|
$61.6 Million
4.25% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,196,466
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
110,624
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
86,787
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,593
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 99.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
67,086
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
63,352
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
50,425
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
41,916
shares
|
$889,038
0.01% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
39,700
shares
|
$842,037
0.02% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
35,842
shares
|
$760,208
0.09% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
29,931
shares
|
$634,836
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
22,356
shares
|
$474,170
0.15% of portfolio
|
Q3 2024
Added 63.36%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
17,905
shares
|
$379,765
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,927
shares
|
$231,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,974
shares
|
$84,288
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,310
shares
|
$27,785
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
705
shares
|
$14,953
0.0% of portfolio
|
Q3 2024
Reduced 33.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$10,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
468
shares
|
$9,926
0.0% of portfolio
|
Q3 2023
Reduced 5.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
419
shares
|
$8,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
223
shares
|
$4,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
151
shares
|
$3,202
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
149
shares
|
$3,160
0.0% of portfolio
|
Q2 2024
Reduced 10.78%
|