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 39 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,929,282
shares
|
$74.8 Million
5.81% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,498,503
shares
|
$63.8 Million
0.59% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,482,968
shares
|
$63.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
882,407
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
425,562
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
138,229
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Added 28.33%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
105,174
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
75,675
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
72,619
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
47,431
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Added 58.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
31,678
shares
|
$809,372
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
26,175
shares
|
$668,771
0.02% of portfolio
|
Q3 2025
Added 120.4%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
25,347
shares
|
$647,615
0.47% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
20,470
shares
|
$523,008
0.13% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,357
shares
|
$520,121
0.0% of portfolio
|
Q3 2025
Reduced 38.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
15,800
shares
|
$403,690
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
13,454
shares
|
$343,749
0.09% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,231
shares
|
$286,952
0.01% of portfolio
|
Q2 2025
Reduced 74.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,681
shares
|
$272,899
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,309
shares
|
$237,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,493
shares
|
$216,996
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,330
shares
|
$110,631
0.0% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,222
shares
|
$56,772
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,468
shares
|
$37,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,116
shares
|
$28,513
0.0% of portfolio
|
Q2 2025
Reduced 4.45%
|
|