TMAT institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding49
Shares held6,938,493
Reported value$219.7m
Quarter flows16 new, 13 added, 13 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Orion Porfolio Solutions, LLC2,377,422$74.7m0.6%
Main Management LLC2,230,630$70.1m4.7%
LPL Financial LLC751,429$23.6m0.0%
OSAIC HOLDINGS, INC.713,330$22.4m0.0%
ENVESTNET ASSET MANAGEMENT INC153,264$4.8m0.0%
POTOMAC FUND MANAGEMENT INC /ADV102,836$3.2m0.1%
RMG Wealth Management LLC31,655$2.7m0.3%
Echo45 Advisors LLC80,171$2.5m1.3%
CreativeOne Wealth, LLC67,614$2.1m0.0%
GeoWealth Management, LLC67,187$2.1m0.1%
Arax Advisory Partners49,554$1.6m0.0%
San Luis Wealth Advisors LLC43,398$1.4m0.2%
Copley Financial Group, Inc.35,590$1.1m0.7%
Mutual Advisors, LLC32,033$1.0m0.0%
Envestnet Portfolio Solutions, Inc.18,756$589,5070.0%
Silver Grove Financial Group, Inc.17,280$543,1200.3%
Visionary Wealth Advisors14,892$468,0540.0%
Ausdal Financial Partners, Inc.14,319$450,0510.0%
Ashton Thomas Private Wealth, LLC13,828$434,6250.0%
HARBOUR INVESTMENTS, INC.12,929$406,3740.0%
GWN SECURITIES INC.12,626$396,8330.1%
FLORIDA FINANCIAL ADVISORS, LLC11,742$369,0530.1%
Encompass More Asset Management11,553$363,1140.1%
CDKV HOLDINGS LLC10,410$327,1900.3%
Triad Wealth Partners, LLC11,506$326,0270.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TMAT"). TMAT price history · All 13F data

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