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 |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,916,238
shares
|
$72.1 Million
4.54% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,482,968
shares
|
$61.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
954,404
shares
|
$23.6 Million
0.05% of portfolio
|
Q2 2025
Added 3575.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
305,969
shares
|
$7.56 Million
0.0% of portfolio
|
Q2 2025
Added 96.41%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
108,293
shares
|
$2.68 Million
2.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
107,714
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
74,216
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
72,653
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
43,726
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
37,499
shares
|
$926,600
0.16% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
33,345
shares
|
$823,954
0.0% of portfolio
|
Q2 2025
Reduced 46.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
32,658
shares
|
$806,979
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
29,931
shares
|
$739,595
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
28,327
shares
|
$699,960
0.49% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
12,686
shares
|
$313,471
0.09% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
12,471
shares
|
$308,158
0.0% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,876
shares
|
$293,455
0.01% of portfolio
|
Q2 2025
Added 1618.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,231
shares
|
$277,518
0.01% of portfolio
|
Q2 2025
Reduced 74.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,829
shares
|
$94,614
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,305
shares
|
$32,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,116
shares
|
$27,576
0.0% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,037
shares
|
$25,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
920
shares
|
$22,733
0.0% of portfolio
|
Q2 2025
Added 124.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
610
shares
|
$15,073
0.0% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
546
shares
|
$13,491
0.0% of portfolio
|
Q4 2024
Added 144.84%
|