Who Owns NORTHERN LTS FD TR IV (TMAT)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $219.7M of NORTHERN LTS FD TR IV (TMAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($74.7M), Main Management LLC ($70.1M), LPL Financial LLC ($23.6M), OSAIC HOLDINGS, INC. ($22.4M), ENVESTNET ASSET MANAGEMENT INC ($4.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$74.7M2.4MAdded
2Main Management LLC$70.1M2.2MTrimmed
3LPL Financial LLC$23.6M751,429Added
4OSAIC HOLDINGS, INC.$22.4M713,330Trimmed
5ENVESTNET ASSET MANAGEMENT INC$4.8M153,264Added
6POTOMAC FUND MANAGEMENT INC /ADV$3.2M102,836Trimmed
7RMG Wealth Management LLC$2.7M31,655New
8Echo45 Advisors LLC$2.5M80,171Trimmed
9CreativeOne Wealth, LLC$2.1M67,614Trimmed
10GeoWealth Management, LLC$2.1M67,187Added
11Arax Advisory Partners$1.6M49,554New
12San Luis Wealth Advisors LLC$1.4M43,398Added
13Copley Financial Group, Inc.$1.1M35,590Added
14Mutual Advisors, LLC$1.0M32,033Added
15Envestnet Portfolio Solutions, Inc.$589,50718,756Trimmed
16Silver Grove Financial Group, Inc.$543,12017,280Added
17Visionary Wealth Advisors$468,05414,892Trimmed
18Ausdal Financial Partners, Inc.$450,05114,319Trimmed
19Ashton Thomas Private Wealth, LLC$434,62513,828Added
20HARBOUR INVESTMENTS, INC.$406,37412,929Trimmed
21GWN SECURITIES INC.$396,83312,626Added
22FLORIDA FINANCIAL ADVISORS, LLC$369,05311,742New
23Encompass More Asset Management$363,11411,553Added
24CDKV HOLDINGS LLC$327,19010,410New
25Triad Wealth Partners, LLC$326,02711,506New

Source: SEC Form 13F filings · as of 2026-06-30