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Disclosery

TMAT NORTHERN LTS FD TR IV

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MAIN THEMATC IN (fund)

40 managers (41 13F filers) reported a position in TMAT shares at 2026-03-31, 7,409,635 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
41
New
6
Added
18
Reduced
11
Sold out
6
Shares held by filers
7,409,635

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Main Management LLCin group Main Management ETF Advisors,…2,902,437$67.3M4.9%-22,86913F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,370,486$55M0.47%-63,10713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.722,939$16.8M0.02%-40,27713F-HRTimelineGroup
LPL Financial LLC664,024$15.4M<0.01%+205,39113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding155,151$3.6M+3,131Timeline
POTOMAC FUND MANAGEMENT INC /ADV104,091$2.41M0.08%-63013F-HRTimeline
Echo45 Advisors LLC87,446$2.03M1.14%+3,06513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,123$1.58M0.04%+1,19013F-HRTimelineGroup
GeoWealth Management, LLC65,068$1.51M0.05%+2,40613F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,554$1.15M0.03%013F-HRTimeline
Mutual Advisors, LLC29,596$686K0.01%+68913F-HRTimeline
Copley Financial Group, Inc.22,317$518K0.31%-1,46013F-HRTimeline
Gibbs Wealth Management22,188$515K0.07%+5,90013F-HRTimeline
San Luis Wealth Advisors LLC21,191$491K0.08%+4,20813F-HRTimeline
Visionary Wealth Advisors18,492$429K0.02%+80413F-HRTimeline
Silver Grove Financial Group, Inc.16,189$375K0.3%-57813F-HRTimeline
Ausdal Financial Partners, Inc.15,378$357K0.02%+54513F-HRTimeline
HARBOUR INVESTMENTS, INC.14,584$338K0.01%+10,67813F-HRTimeline
Ashton Thomas Private Wealth, LLC13,663$317K0.01%new13F-HRTimeline
GWN SECURITIES INC.11,556$268K0.05%+29313F-HRTimeline
Encompass More Asset Management11,299$262K0.04%-1,81913F-HRTimeline
Cassaday & Co Wealth Management LLC9,504$220K<0.01%-2,36413F-HRTimeline
Synergy Investment Management, LLC4,528$105K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.1,647$38.2K<0.01%+95613F-HRTimeline
Advisory Services Network, LLC1,449$33.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,406$32.6K<0.01%+30113F-HRTimelineGroup
Farther Finance Advisors, LLC1,116$26.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,041$24.1K<0.01%+40213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…968$22.4K<0.01%+47813F-HR/ATimelineGroup
AE Wealth Management LLC540$12.5K<0.01%-3413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC432$10K<0.01%+22913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO381$8.55K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…352$8.16K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\264$6.12K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC90$2.09K<0.01%new13F-HR/ATimeline
Fortis Group Advisors, LLC58$1.34K<0.01%013F-HRTimeline
IFP Advisors, Inc55$1.27K<0.01%-4313F-HRTimeline
Vision Retirement, LLC30$696<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$38<0.01%-12,06913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HR/ATimelineGroup