13F Insight
DOSSIER · 13F Holders · Q1 2025Cheap mega-capRe-rated
TMAT

NORTHERN LTS FD TR IV

45 institutions still hold NORTHERN LTS FD TR IV as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H278·45 13F holders·last filed Mar 31, 2025
Market cap
—
▲ 2.3%
vs prior quarter
13F value held
$200M
60.0% inst. owned
of float
Holders
45
-38 QoQ
filers reporting
Activity
+8 / −95
+845 added · −784 reduced
this quarter
Concentration
48.26%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

45 institutions reported TMAT in Q1 2025. Orion Portfolio Solutions, LLC leads at 48.3% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$96M5.0M0.48%Q1 202502
Orion Porfolio Solutions, LLC
CIK 0001360533
$55M2.4M0.47%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M723K0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$15M664K0.00%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M135K0.00%Q1 202606
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$2M104K0.08%Q1 202607
Echo45 Advisors LLC
CIK 0001908617
$2M87K1.14%Q1 202608
CreativeOne Wealth, LLC
CIK 0001739728
$2M68K0.04%Q1 202609
GeoWealth Management, LLC
CIK 0001593387
$2M65K0.05%Q1 202610
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$1M50K0.03%Q1 202611
Mutual Advisors, LLC
CIK 0001694080
$686,33630K0.01%Q1 202612
Copley Financial Group, Inc.
CIK 0002045258
$517,53122K0.31%Q1 202613
Gibbs Wealth Management
CIK 0002081110
$514,53722K0.07%Q1 202614
San Luis Wealth Advisors LLC
CIK 0001844709
$491,41221K0.08%Q1 202615
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$463,52220K0.00%Q1 202616
Visionary Wealth Advisors
CIK 0001802984
$428,83118K0.02%Q1 202617
Silver Grove Financial Group, Inc.
CIK 0002111172
$375,42616K0.30%Q1 202618
Ausdal Financial Partners, Inc.
CIK 0001667146
$356,61615K0.02%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$338,22215K0.01%Q1 202620
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$316,85014K0.01%Q1 2026
Page 1 of 3
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