13F Insight
DOSSIER · 13F Holders · Q1 2025
TMAT

NORTHERN LTS FD TR IV

54 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 66538H278·54 13F holders·last filed Mar 31, 2025
Market cap
—
13F value held
$310M
visible holders
Holders
54
filers reporting
Concentration
31.12%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

54 institutions reported TMAT in Q1 2025. Orion Portfolio Solutions, LLC leads at 31.1% of the visible book.

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
$75M2.4M0.57%Q2 202603
Main Management LLC
CIK 0001583092
$67M2.9M4.90%Q1 202604
LPL Financial LLC
CIK 0001403438
$24M751K0.01%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M713K0.03%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M153K0.00%Q2 202607
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$3M103K0.08%Q2 202608
RMG Wealth Management LLC
CIK 0001844731
$3M32K0.28%Q2 202609
Echo45 Advisors LLC
CIK 0001908617
$3M80K1.30%Q2 202610
CreativeOne Wealth, LLC
CIK 0001739728
$2M68K0.05%Q2 202611
GeoWealth Management, LLC
CIK 0001593387
$2M67K0.07%Q2 202612
Arax Advisory Partners
CIK 0001586767
$2M50K0.01%Q2 202613
San Luis Wealth Advisors LLC
CIK 0001844709
$1M43K0.21%Q2 202614
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$1M50K0.03%Q1 202615
Copley Financial Group, Inc.
CIK 0002045258
$1M36K0.68%Q2 202616
Mutual Advisors, LLC
CIK 0001694080
$686K30K0.01%Q1 202617
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$590K19K0.00%Q2 202618
Silver Grove Financial Group, Inc.
CIK 0002111172
$543K17K0.29%Q2 202619
Gibbs Wealth Management
CIK 0002081110
$515K22K0.07%Q1 202620
Visionary Wealth Advisors
CIK 0001802984
$468K15K0.02%Q2 2026
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