TILT Institutional Ownership
Northern Trust Morningstar US Market Factor Tilt ETF
1W: -0.4%
1M: -1.0%
3M: +0.9%
YTD: +12.1%
1Y: +15.5%
3Y: +78.0%
5Y: +71.5%
$279.84
+2.00 (+0.72%)
Weekly Expected Move ±1.4%
$272
$276
$280
$284
$288
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TILT
130
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
22
New Positions
20
Increased
40
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 5,928,086 | 1.7B | +216,207 | +3.8% | 59Q | SEC ↗ |
| 2 | MORGAN STANLEY | 179,359 | $50M | -2,050 | -1.1% | 52Q | SEC ↗ |
| 3 | Capstone Financial Advisors, Inc. | 158,287 | $44M | -5,246 | -3.2% | 31Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 137,753 | $39M | +1,412 | +1.0% | 44Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 103,056 | $29M | -3,299 | -3.1% | 35Q | SEC ↗ |
| 6 | RVW Wealth, LLC | 68,346 | $19M | +53 | +0.1% | 25Q | SEC ↗ |
| 7 | Creative Planning | 63,972 | $18M | -879 | -1.4% | 23Q | SEC ↗ |
| 8 | Sageworth Trust Co | 62,456 | $17M | -4,076 | -6.1% | 23Q | SEC ↗ |
| 9 | SageView Advisory Group, LLC | 62,120 | $17M | -1,069 | -1.7% | 15Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 44,041 | $12M | +8,289 | +23.2% | 19Q | SEC ↗ |
| 11 | MAI Capital Management NEW | 35,684 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 12 | LPL Financial LLC | 30,991 | $9M | +1,539 | +5.2% | 48Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 28,830 | $8M | -7 | -0.0% | 21Q | SEC ↗ |
| 14 | SENTINEL TRUST CO LBA | 25,614 | $7M | — | +0.0% | 48Q | SEC ↗ |
| 15 | Trace Wealth Advisors, LLC | 24,508 | $7M | — | +0.0% | 7Q | SEC ↗ |
| 16 | Greenspring Advisors, LLC | 24,183 | $7M | +470 | +2.0% | 3Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 20,895 | $6M | — | +0.0% | 29Q | SEC ↗ |
| 18 | UBS Group AG | 19,621 | $5M | +4,878 | +33.1% | 47Q | SEC ↗ |
| 19 | Corient Private Wealth LP | 17,294 | $5M | -18 | -0.1% | 15Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 17,277 | $5M | -1,349 | -7.2% | 23Q | SEC ↗ |
| 21 | Efficient Advisors, LLC | 15,055 | $4M | -1,606 | -9.6% | 41Q | SEC ↗ |
| 22 | ASSETMARK, INC | 13,930 | $4M | +13,869 | +22736.1% | 6Q | SEC ↗ |
| 23 | Goldstein Advisors, LLC | 13,748 | $4M | -89 | -0.6% | 15Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 12,122 | $3M | -27 | -0.2% | 40Q | SEC ↗ |
| 25 | BANK OF MONTREAL /CAN | 11,959 | $3M | +4,691 | +64.5% | 19Q | SEC ↗ |
| 26 | Ballentine Capital Advisors, Inc | 11,642 | $3M | -552 | -4.5% | 11Q | SEC ↗ |
| 27 | Discipline Wealth Solutions, LLC | 10,610 | $3M | -248 | -2.3% | 9Q | SEC ↗ |
| 28 | AMG National Trust Bank | 10,338 | $3M | -361 | -3.4% | 25Q | SEC ↗ |
| 29 | BRIDGES INVESTMENT MANAGEMENT INC | 10,117 | $3M | — | +0.0% | 32Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 7,790 | $2M | -202 | -2.5% | 7Q | SEC ↗ |
| 31 | Indivisible Partners NEW | 6,812 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC | 6,768 | $2M | -11 | -0.2% | 30Q | SEC ↗ |
| 33 | BESSEMER GROUP INC | 6,681 | $2M | -180 | -2.6% | 3Q | SEC ↗ |
| 34 | Wealthspire Advisors, LLC | 6,592 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 5,583 | $2M | +739 | +15.3% | 15Q | SEC ↗ |
| 36 | Greenfield Savings Bank | 5,460 | $2M | -40 | -0.7% | 17Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 5,390 | $2M | +997 | +22.7% | 26Q | SEC ↗ |
| 38 | VICTORY FINANCIAL GROUP, LLC | 4,667 | $1M | +982 | +26.6% | 4Q | SEC ↗ |
| 39 | WealthPlan Investment Management, LLC | 4,506 | $1M | -33 | -0.7% | 2Q | SEC ↗ |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 4,500 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 41 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 4,243 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 42 | Lido Advisors, LLC | 3,839 | $1M | — | +0.0% | 23Q | SEC ↗ |
| 43 | Rothschild Wealth LLC | 3,770 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 44 | Vise Technologies, Inc. | 3,606 | $1M | +856 | +31.1% | 3Q | SEC ↗ |
| 45 | Plante Moran Financial Advisors, LLC | 3,538 | $990K | — | +0.0% | 15Q | SEC ↗ |
| 46 | FIDUCIENT ADVISORS LLC NEW | 3,500 | $979K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,311 | $927K | — | +0.0% | 25Q | SEC ↗ |
| 48 | KEYBANK NATIONAL ASSOCIATION/OH | 3,288 | $920K | — | +0.0% | 11Q | SEC ↗ |
| 49 | UMB Bank, n.a. | 2,936 | $822K | — | +0.0% | 3Q | SEC ↗ |
| 50 | ZACKS INVESTMENT MANAGEMENT | 2,900 | $812K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MAI Capital Management | 35,684 | $10M |
| Indivisible Partners | 6,812 | $2M |
| FIDUCIENT ADVISORS LLC | 3,500 | $979K |
| CITADEL ADVISORS LLC | 2,477 | $693K |
| Mariner, LLC | 1,910 | $534K |
| AQR CAPITAL MANAGEMENT LLC | 1,827 | $511K |
| ANGELES WEALTH MANAGEMENT, LLC | 1,724 | $482K |
| BOK Financial Private Wealth, Inc. | 1,718 | $481K |
| VAQUERO PRIVATE WEALTH, LTD | 1,700 | $476K |
| JANE STREET GROUP, LLC | 1,667 | $466K |
| QUADRANT CAPITAL GROUP LLC | 1,490 | $417K |
| Focus Partners Advisor Solutions, L | 817 | $229K |
| Geometric Wealth Advisors | 814 | $228K |
| First Heartland Consultants, Inc. | 807 | $226K |
| Atria Investments, Inc | 807 | $226K |
| Beacon Pointe Advisors, LLC | 800 | $224K |
| Caprock Group, LLC | 770 | $215K |
| Private Advisor Group, LLC | 755 | $211K |
| Regatta Research & Money Management | 125 | $35K |
| JPMORGAN CHASE & CO | 100 | $28K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clear Point Advisors Inc. | 33,264 | $9M |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,243 | $1M |
| Baer Investment Advisory LLC | 3,685 | $1M |
| F/m Investments LLC | 2,517 | $704K |
| Envision Financial Transparency, LL | 1,644 | $460K |
| U.S. Capital Wealth Advisors, LLC | 951 | $266K |
| Empire Financial Management Company | 940 | $263K |
| Patriot Financial Group Insurance A | 836 | $234K |
| Gilbert Capital Group, Inc. | 828 | $232K |
| IFG Advisory, LLC | 577 | $161K |
| CURIO WEALTH, LLC | 335 | $94K |
| UBS AM, a distinct business unit of | 125 | $35K |
| Global Wealth Strategies & Associat | 12 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHERN TRUST CORP | +216,207 | +3.8% | 5,928,086 |
| ASSETMARK, INC | +13,869 | +22736.1% | 13,930 |
| MML INVESTORS SERVICES, LLC | +8,289 | +23.2% | 44,041 |
| UBS Group AG | +4,878 | +33.1% | 19,621 |
| BANK OF MONTREAL /CAN | +4,691 | +64.5% | 11,959 |
| LPL Financial LLC | +1,539 | +5.2% | 30,991 |
| ENVESTNET ASSET MANAGEMENT INC | +1,412 | +1.0% | 137,753 |
| OSAIC HOLDINGS, INC. | +997 | +22.7% | 5,390 |
| VICTORY FINANCIAL GROUP, LLC | +982 | +26.6% | 4,667 |
| Vise Technologies, Inc. | +856 | +31.1% | 3,606 |
| BANK OF AMERICA CORP /DE | +739 | +15.3% | 5,583 |
| Greenspring Advisors, LLC | +470 | +2.0% | 24,183 |
| FLOW TRADERS U.S. LLC | +401 | +18.7% | 2,550 |
| SeaCrest Wealth Management, LLC | +281 | +20.8% | 1,633 |
| AMERIPRISE FINANCIAL INC | +95 | +10.3% | 1,021 |
| HARBOUR INVESTMENTS, INC. | +65 | +7.9% | 883 |
| RVW Wealth, LLC | +53 | +0.1% | 68,346 |
| CoreCap Advisors, LLC | +17 | +2.3% | 749 |
| CAPTRUST FINANCIAL ADVISORS | +12 | +0.6% | 1,945 |
| Valeo Financial Advisors, LLC | +3 | +0.3% | 1,056 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -6,744 | -84.7% | 1,216 |
| Capstone Financial Advisors, Inc. | -5,246 | -3.2% | 158,287 |
| Sageworth Trust Co | -4,076 | -6.1% | 62,456 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,299 | -3.1% | 103,056 |
| MORGAN STANLEY | -2,050 | -1.1% | 179,359 |
| Efficient Advisors, LLC | -1,606 | -9.6% | 15,055 |
| WELLS FARGO & COMPANY/MN | -1,349 | -7.2% | 17,277 |
| SageView Advisory Group, LLC | -1,069 | -1.7% | 62,120 |
| Kestra Advisory Services, LLC | -999 | -27.3% | 2,667 |
| Bank of New York Mellon Corp | -930 | -40.9% | 1,345 |
| Creative Planning | -879 | -1.4% | 63,972 |
| EJMK Ventures LLC | -875 | -32.8% | 1,789 |
| Ballentine Capital Advisors, Inc | -552 | -4.5% | 11,642 |
| Rockefeller Capital Management L.P. | -522 | -27.7% | 1,361 |
| Tower Research Capital LLC (TRC) | -511 | -87.1% | 76 |
| AMG National Trust Bank | -361 | -3.4% | 10,338 |
| Discipline Wealth Solutions, LLC | -248 | -2.3% | 10,610 |
| VestGen Advisors, LLC | -211 | -7.6% | 2,560 |
| RAYMOND JAMES FINANCIAL INC | -202 | -2.5% | 7,790 |
| VestGen Investment Management | -189 | -8.1% | 2,142 |