NORTHERN LTS FD TR IV

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TMAT·66538H278·US·ETF·Unknown - Unknown

TMAT (NORTHERN LTS FD TR IV) is held by 15 institutional investors as of Q1 2026. Largest holders: Orion Porfolio Solutions, LLC ($55M), OSAIC HOLDINGS, INC. ($16.8M), LPL Financial LLC ($15.4M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	Decreased	2.4M(-2.6%)	$55M	0.5%	+102.38%	0
OSAIC HOLDINGS, INC.	Decreased	722,939(-5.3%)	$16.8M	0.0%	+30.00%	0
LPL Financial LLC	Increased	664,024(+44.8%)	$15.4M	0.0%	+27.72%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	135,163(+1.8%)	$3.1M	0.0%	+45.18%	27
Envestnet Portfolio Solutions, Inc.	Increased	19,988(+3.7%)	$463,522	0.0%	+84.84%	25
UBS Group AG	Increased	1,406(+27.2%)	$32,605	0.0%	+17.98%	17
Farther Finance Advisors, LLC	Unchanged	1,116	$26,360	0.0%	+72.21%	0
AE Wealth Management LLC	Decreased	540(-5.9%)	$12,523	0.0%	+19.89%	0
ASSETMARK, INC	Increased	432(+112.8%)	$10,018	0.0%	+36.04%	19
JPMORGAN CHASE & CO	Unchanged	381	$8,550	0.0%	+8.78%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	352	$8,163	0.0%	+49.70%	0
US BANCORP \DE\	New	264	$6,122	0.0%	+20.50%	24
NewEdge Advisors, LLC	New	90	$2,087	0.0%	+20.50%	17
MORGAN STANLEY	Decreased	1(-100.0%)	$38	0.0%	+17.31%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$20	0.0%	+17.31%	0
Allworth Financial LP	Exited	0(-100.0%)	$4,227	0.0%	+23.98%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$771,133	0.0%	-2.65%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$47,719	0.0%	-2.65%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer