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Disclosery

TMAT NORTHERN LTS FD TR IV

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MAIN THEMATC IN (fund)

47 managers (48 13F filers) reported a position in TMAT shares at 2026-06-30, 6,938,462 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
47
13F filers
48
New
14
Added
13
Reduced
13
Sold out
5
Shares held by filers
6,938,462

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC2,377,422$74.7M0.57%+6,93613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,230,630$70.1M4.71%-671,80713F-HRTimelineGroup
LPL Financial LLC751,429$23.6M0.01%+87,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.713,330$22.4M0.03%-9,60913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding172,020$5.41M+16,869Timeline
POTOMAC FUND MANAGEMENT INC /ADV102,836$3.23M0.08%-1,25513F-HRTimeline
RMG Wealth Management LLC31,655$2.68M0.28%new13F-HRTimeline
Echo45 Advisors LLC80,171$2.52M1.3%-7,27513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC67,614$2.13M0.05%-50913F-HRTimelineGroup
GeoWealth Management, LLC67,187$2.11M0.07%+2,11913F-HRTimeline
Arax Advisory Partners49,554$1.56M0.01%new13F-HRTimeline
San Luis Wealth Advisors LLC43,398$1.36M0.21%+22,20713F-HRTimeline
Copley Financial Group, Inc.35,590$1.12M0.68%+13,27313F-HRTimeline
Mutual Advisors, LLC32,033$1.01M0.02%+2,43713F-HRTimeline
Silver Grove Financial Group, Inc.17,280$543K0.29%+1,09113F-HRTimeline
Visionary Wealth Advisors14,892$468K0.02%-3,60013F-HRTimeline
Ausdal Financial Partners, Inc.14,319$450K0.02%-1,05913F-HRTimeline
Ashton Thomas Private Wealth, LLC13,828$435K0.01%+16513F-HRTimeline
HARBOUR INVESTMENTS, INC.12,929$406K0.01%-1,65513F-HRTimeline
GWN SECURITIES INC.12,626$397K0.07%+1,07013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,742$369K0.06%new13F-HRTimeline
Encompass More Asset Management11,553$363K0.05%+25413F-HRTimeline
CDKV HOLDINGS LLC10,410$327K0.26%new13F-HRTimeline
Triad Wealth Partners, LLC11,506$326K0.02%new13F-HRTimeline
Cassaday & Co Wealth Management LLC9,504$299K0.01%013F-HRTimeline
Virtue Capital Management, LLC9,057$285K0.04%new13F-HRTimeline
Signal Advisors Wealth, LLC7,809$245K0.01%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC7,386$232K0.11%new13F-HRTimeline
AMG Asset Management Group, Inc.7,264$228K0.14%new13F-HRTimeline
Synergy Investment Management, LLC4,465$140K0.03%-6313F-HRTimeline
Geneos Wealth Management Inc.1,647$51.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,116$35.1K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC664$20.9K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC589$18.5K<0.01%+15713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…484$15.2K<0.01%-48413F-HRTimelineGroup
AE Wealth Management LLC403$12.7K<0.01%-13713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY383$12.1K<0.01%+38213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO381$11.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…352$11.1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA344$11K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…345$10.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC105$3.3K<0.01%13F-HRTimeline
Continuum Advisory, LLC78$2.45K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC58$1.82K<0.01%013F-HRTimeline
IFP Advisors, Inc38$1.19K<0.01%-1713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35$1.05K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup