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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,022
shares
|
$26,112
0.0% of portfolio
|
Q3 2025
Added 132.27%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
924
shares
|
$23,608
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
496
shares
|
$12,672
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
419
shares
|
$10,705
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
381
shares
|
$9,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
351
shares
|
$8,968
0.0% of portfolio
|
Q3 2025
Reduced 42.46%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
203
shares
|
$5,186
0.0% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
169
shares
|
$4,317
0.0% of portfolio
|
Q3 2025
Reduced 69.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
136
shares
|
$3,474
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
119
shares
|
$3,040
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
81
shares
|
$2,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
41
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|