Who Owns NORTHERN LTS FD TR IV (TMAT)? -- Institutional Holders (2026-03-31)

46 institutions reported holding $171.8M of NORTHERN LTS FD TR IV (TMAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Main Management LLC ($67.3M), Orion Porfolio Solutions, LLC ($55.0M), OSAIC HOLDINGS, INC. ($16.8M), LPL Financial LLC ($15.4M), ENVESTNET ASSET MANAGEMENT INC ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Main Management LLC$67.3M2.9MTrimmed
2Orion Porfolio Solutions, LLC$55.0M2.4MTrimmed
3OSAIC HOLDINGS, INC.$16.8M722,939Trimmed
4LPL Financial LLC$15.4M664,024Added
5ENVESTNET ASSET MANAGEMENT INC$3.1M135,163Added
6POTOMAC FUND MANAGEMENT INC /ADV$2.4M104,091Trimmed
7Echo45 Advisors LLC$2.0M87,446Added
8CreativeOne Wealth, LLC$1.6M68,123Added
9GeoWealth Management, LLC$1.5M65,068Added
10U.S. Capital Wealth Advisors, LLC$1.1M49,554Hold
11Mutual Advisors, LLC$686,33629,596Added
12Copley Financial Group, Inc.$517,53122,317Trimmed
13Gibbs Wealth Management$514,53722,188Added
14San Luis Wealth Advisors LLC$491,41221,191Added
15Envestnet Portfolio Solutions, Inc.$463,52219,988Added
16Visionary Wealth Advisors$428,83118,492Added
17Silver Grove Financial Group, Inc.$375,42616,189Trimmed
18Ausdal Financial Partners, Inc.$356,61615,378Added
19HARBOUR INVESTMENTS, INC.$338,22214,584Added
20Ashton Thomas Private Wealth, LLC$316,85013,663New
21GWN SECURITIES INC.$268,00211,556Added
22Encompass More Asset Management$262,02411,299Trimmed
23Cassaday & Co Wealth Management LLC$220,3989,504Trimmed
24Synergy Investment Management, LLC$105,0044,528New
25Geneos Wealth Management Inc.$38,1941,647Added

Source: SEC Form 13F filings · as of 2026-03-31