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 36 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,903,553
shares
|
$65.3 Million
4.25% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,524,351
shares
|
$56.8 Million
0.55% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,062,206
shares
|
$23.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
102,383
shares
|
$2.3 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
82,813
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 30.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
79,051
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
70,470
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
65,053
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
58,852
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
54,043
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
39,093
shares
|
$879,592
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
36,099
shares
|
$812,227
0.11% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,051
shares
|
$721,147
0.02% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,931
shares
|
$673,447
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,558
shares
|
$507,555
0.15% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
17,905
shares
|
$402,862
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
12,264
shares
|
$275,940
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,927
shares
|
$245,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,763
shares
|
$242,167
0.01% of portfolio
|
Q4 2024
Added 2199.79%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
5,687
shares
|
$127,957
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,396
shares
|
$76,410
0.0% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,168
shares
|
$26,280
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
546
shares
|
$12,285
0.0% of portfolio
|
Q4 2024
Added 144.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$11,250
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
456
shares
|
$10,260
0.0% of portfolio
|
Q4 2024
New holding
|