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 38 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $131 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
|
$60.9 Million
4.54% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,482,968
shares
|
$51.8 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
155,780
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2025
Added 88.11%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
103,630
shares
|
$2.16 Million
1.75% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
90,573
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
72,395
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
62,463
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
60,839
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
56,851
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
43,949
shares
|
$917,655
0.01% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
37,166
shares
|
$776,026
0.09% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
32,907
shares
|
$687,098
0.02% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
29,931
shares
|
$624,959
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
29,493
shares
|
$615,813
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,964
shares
|
$542,128
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
23,483
shares
|
$490,325
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
17,905
shares
|
$373,856
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
13,733
shares
|
$286,745
0.07% of portfolio
|
Q1 2025
Reduced 39.12%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
12,054
shares
|
$251,687
0.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,687
shares
|
$118,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,156
shares
|
$86,777
0.0% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,305
shares
|
$27,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,168
shares
|
$24,387
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
691
shares
|
$14,428
0.0% of portfolio
|
Q1 2025
Reduced 93.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
546
shares
|
$11,400
0.0% of portfolio
|
Q4 2024
Added 144.84%
|