Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (TMAT)

49 + Investors. Track Smart Money conviction in TMAT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — TMAT

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TMAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold TMAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +63% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+63% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

30 buying20 selling
Last quarter: 30 funds were net buyers (17 opened a brand new position + 13 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new TMAT position: 10 → 12 → 5 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 41% new

■ 33% conviction (2yr+) ■ 27% medium ■ 41% new
Of the 49 current holders: 16 (33%) held >2 years, 13 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+43% value, -6% shares)

Value
+43%
Shares
-6%
Last quarter: total value of institutional TMAT holdings rose +43% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~17 new funds/quarter

5 → 10 → 12 → 5 → 17 new funds/Q
New funds entering each quarter: 10 → 12 → 5 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new
Of 49 current holders: 17 (35%) held 2+ years, 11 held 1–2 years, 21 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
8 of 49 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TMAT

In 2026 Q2, 30 hedge funds were net buyers of TMAT (17 opened a new position, 13 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: TMAT

How many hedge funds hold TMAT — quarterly history vs. share price
Quarterly hedge fund ownership of TMAT vs. share price

Market Analysis: TMAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TMAT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: TMAT
49 + Investors

Track Smart Money conviction in TMAT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 39 25.64%
13F Shares 7M 7M -6.35%
Total Value $150M $105M 43.14%
New Positions 17 5 +12
Increased Positions 13 19 -6
Closed Positions 7 8 -1
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TMAT

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Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TMAT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TMAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Echo45 Advisors LLC 1.30% 80,171 $2.5M
2 Copley Financial Group, Inc. 0.68% 35,590 $1.1M
3 Orion Porfolio Solutions, LLC 0.57% 2,377,422 $74.7M
4 Silver Grove Financial Group, Inc. 0.29% 17,280 $543K
5 RMG Wealth Management LLC 0.28% 31,655 $2.7M
6 Cdkv Holdings LLC 0.26% 10,410 $327K
7 San Luis Wealth Advisors LLC 0.21% 43,398 $1.4M
8 AMG Asset Management Group, Inc. 0.14% 7,264 $228K
9 Pacific Financial Group Inc 0.11% 7,386 $232K
10 Potomac Fund Management Inc /Adv 0.08% 102,836 $3.2M
11 GeoWealth Management, LLC 0.07% 67,187 $2.1M
12 Gwn Securities INC. 0.07% 12,626 $397K
13 Florida Financial Advisors, LLC 0.06% 11,742 $369K
14 Encompass More Asset Management 0.05% 11,553 $363K
15 CreativeOne Wealth, LLC 0.05% 67,614 $2.1M
16 Virtue Capital Management, LLC 0.04% 9,057 $285K
17 Synergy Investment Management, LLC 0.03% 4,465 $140K
18 Osaic Holdings, INC. 0.03% 713,330 $22.4M
19 Triad Wealth Partners, LLC 0.02% 11,506 $326K
20 Mutual Advisors, LLC 0.02% 32,033 $1.0M
21 Visionary Wealth Advisors 0.02% 14,892 $468K
22 Ausdal Financial Partners, Inc. 0.02% 14,319 $450K
23 Signal Advisors Wealth, LLC 0.01% 7,809 $245K
24 Arax Advisory Partners 0.01% 49,554 $1.6M
25 Ashton Thomas Private Wealth, LLC 0.01% 13,828 $435K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Northern Lts Fd Tr IV (TMAT)

What does the Smart Money Trend signal show for TMAT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TMAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TMAT?

More buyers than sellers — 60% buying: Last quarter: 30 funds were net buyers (17 opened a brand new position + 13 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TMAT holders?

Smaller funds dominant — 19% AUM from top-100: 8 of 49 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TMAT?

Mixed — 33% long-term, 41% new: Of the 49 current holders: 16 (33%) held >2 years, 13 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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