18 institutions reported holding $13.1M of NORTHERN LTS FD TR IV (TMAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($4.8M), Echo45 Advisors LLC ($2.5M), GeoWealth Management, LLC ($2.1M), San Luis Wealth Advisors LLC ($1.4M), Envestnet Portfolio Solutions, Inc. ($589,507). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 153,264 | Added |
| 2 | Echo45 Advisors LLC | $2.5M | 80,171 | Trimmed |
| 3 | GeoWealth Management, LLC | $2.1M | 67,187 | Added |
| 4 | San Luis Wealth Advisors LLC | $1.4M | 43,398 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $589,507 | 18,756 | Trimmed |
| 6 | Ashton Thomas Private Wealth, LLC | $434,625 | 13,828 | Added |
| 7 | Encompass More Asset Management | $363,114 | 11,553 | Added |
| 8 | CDKV HOLDINGS LLC | $327,190 | 10,410 | New |
| 9 | Signal Advisors Wealth, LLC | $245,439 | 7,809 | New |
| 10 | AMG Asset Management Group, Inc. | $228,310 | 7,264 | New |
| 11 | Farther Finance Advisors, LLC | $35,076 | 1,116 | Hold |
| 12 | Buck Wealth Strategies, LLC | $20,874 | 664 | New |
| 13 | ASSETMARK, INC | $18,512 | 589 | Added |
| 14 | EverSource Wealth Advisors, LLC | $15,212 | 484 | Trimmed |
| 15 | AE Wealth Management LLC | $12,667 | 403 | Trimmed |
| 16 | Fortis Group Advisors, LLC | $1,823 | 58 | Hold |
| 17 | IFP Advisors, Inc | $1,194 | 38 | Trimmed |
| 18 | Vision Retirement, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30