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 Q2 2026. Largest holders: Orion Porfolio Solutions, LLC ($74.7M), LPL Financial LLC ($23.6M), OSAIC HOLDINGS, INC. ($22.4M). Net institutional sentiment: Mixed.

15

Holders

(4 Elite)

$126.3M

Total Value

57% (14)

Consensus

8 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)74

Activist (13D/13G)42

Congressional (STOCK Act)33

Holder Quality

13

★★★★★

Elite

65

★★★★

Strong

21

★★★

Solid

59

★★

Below

66

★

Weak

Held by 15 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TMAT.

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	Increased	2.4M(+0.3%)	$74.7M	0.6%	+96.80%	42
LPL Financial LLC	Increased	751,429(+13.2%)	$23.6M	0.0%	+19.67%	32
OSAIC HOLDINGS, INC.	Decreased	713,330(-1.3%)	$22.4M	0.0%	+26.84%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	153,264(+13.4%)	$4.8M	0.0%	+33.15%	30
Envestnet Portfolio Solutions, Inc.	Decreased	18,756(-6.2%)	$589,507	0.0%	+80.35%	0
Farther Finance Advisors, LLC	Unchanged	1,116	$35,076	0.0%	+68.02%	0
ASSETMARK, INC	Increased	589(+36.3%)	$18,512	0.0%	+18.70%	16
AE Wealth Management LLC	Decreased	403(-25.4%)	$12,667	0.0%	+16.97%	0
MORGAN STANLEY	Increased	383(+382x)	$12,058	0.0%	-8.00%	19
JPMORGAN CHASE & CO	Unchanged	381	$11,693	0.0%	+6.13%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	352	$11,063	0.0%	+46.06%	0
ROYAL BANK OF CANADA	New	344	$11,000	0.0%	-8.05%	26
JONES FINANCIAL COMPANIES LLLP	New	35	$1,049	0.0%	-8.05%	17
IWIntegrated Wealth Concepts LLC	New	31	$974	0.0%	-8.05%	17
WELLS FARGO & COMPANY/MN	Unchanged	1	$27	0.0%	+14.46%	0
US BANCORP \DE\	Exited	0(-100.0%)	$6,122	0.0%	+27.87%	0
UBS Group AG	Exited	0(-100.0%)	$32,605	0.0%	+25.19%	0
NewEdge Advisors, LLC	Exited	0(-100.0%)	$2,087	0.0%	+27.87%	0

TMATNORTHERN LTS FD TR IV

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer