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 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,908,127
shares
|
$54 Million
4.95% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,524,351
shares
|
$46.9 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
|
$19.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
155,780
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 88.11%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
102,383
shares
|
$1.9 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
90,573
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
70,470
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
65,053
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
62,463
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
58,852
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
39,093
shares
|
$725,566
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
36,099
shares
|
$669,997
0.11% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
32,907
shares
|
$610,753
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
|
$555,519
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
29,493
shares
|
$547,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,558
shares
|
$418,676
0.15% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,927
shares
|
$388,405
0.0% of portfolio
|
Q4 2024
Added 91.52%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
17,905
shares
|
$332,316
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
12,264
shares
|
$227,619
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,687
shares
|
$105,550
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,156
shares
|
$77,135
0.0% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,168
shares
|
$21,678
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
691
shares
|
$12,824
0.0% of portfolio
|
Q1 2025
Reduced 93.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
546
shares
|
$10,133
0.0% of portfolio
|
Q4 2024
Added 144.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$9,280
0.0% of portfolio
|
Q1 2024
New holding
|