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

NORTHERN LTS FD TR IV

44 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 66538H278·44 13F holders·last filed Mar 31, 2025
Market cap
—
13F value held
$268M
visible holders
Holders
44
filers reporting
Concentration
35.95%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

44 institutions reported TMAT in Q1 2025. Orion Portfolio Solutions, LLC leads at 35.9% 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
Main Management LLC
CIK 0001583092
$67M2.9M4.90%Q1 202603
Orion Porfolio Solutions, LLC
CIK 0001360533
$55M2.4M0.47%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M723K0.02%Q1 202605
LPL Financial LLC
CIK 0001403438
$15M664K0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M135K0.00%Q1 202607
Echo45 Advisors LLC
CIK 0001908617
$3M80K1.30%Q2 202608
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$2M104K0.08%Q1 202609
CreativeOne Wealth, LLC
CIK 0001739728
$2M68K0.04%Q1 202610
GeoWealth Management, LLC
CIK 0001593387
$2M65K0.05%Q1 202611
San Luis Wealth Advisors LLC
CIK 0001844709
$1M43K0.21%Q2 202612
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$1M50K0.03%Q1 202613
Mutual Advisors, LLC
CIK 0001694080
$686K30K0.01%Q1 202614
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$590K19K0.00%Q2 202615
Copley Financial Group, Inc.
CIK 0002045258
$518K22K0.31%Q1 202616
Gibbs Wealth Management
CIK 0002081110
$515K22K0.07%Q1 202617
Visionary Wealth Advisors
CIK 0001802984
$429K18K0.02%Q1 202618
Silver Grove Financial Group, Inc.
CIK 0002111172
$375K16K0.30%Q1 202619
Encompass More Asset Management
CIK 0002011218
$363K12K0.05%Q2 202620
Ausdal Financial Partners, Inc.
CIK 0001667146
$357K15K0.02%Q1 2026
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