TMAT NORTHERN LTS FD TR IV: institutional ownership and insider trading

55 funds reported holding $275M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $12.5M, with 14 new positions and 5 funds selling out.

Largest institutional holders of TMAT

  1. Orion Porfolio Solutions, LLC — $74.7M
  2. Main Management LLC — $70.1M
  3. Orion Portfolio Solutions, LLC — $52.6M
  4. LPL Financial LLC — $23.6M
  5. OSAIC HOLDINGS, INC. — $22.4M
  6. ENVESTNET ASSET MANAGEMENT INC — $4.82M
  7. POTOMAC FUND MANAGEMENT INC /ADV — $3.23M
  8. RMG Wealth Management LLC — $2.68M
  9. Echo45 Advisors LLC — $2.43M
  10. CreativeOne Wealth, LLC — $2.13M

All TMAT 13F holders