Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR IV (TMAT)

40 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
39%

Smart Money Signals — TMAT

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
41 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 — +24% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+24% 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.
🔴

Heavy selling pressure — only 39% buying

16 buying25 selling
Last quarter: 25 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 20% medium ■ 39% new
17 out of 41 hedge funds have held TMAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

7 → 8 → 4 → 10 → 12 new funds/Q
New funds entering each quarter: 8 → 4 → 10 → 12. A growing number of institutions are discovering TMAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 12% 1-2yr ■ 46% new
Of 41 current holders: 17 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
8 of 41 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 2025 Q4, 16 hedge funds were net buyers of TMAT (12 opened a new position, 4 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 41.

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

-- --

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
0.6
/ 10
conviction
Hedge Fund Positioning: TMAT
2026 Q1 Stats Unlock in 1 days 40 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 40 33 21.21%
13F Shares 7M 7M -0.36%
Total Value $183M $199M -7.93%
New Positions 12 9 +3
Increased Positions 4 11 -7
Closed Positions 5 5 -
Reduced Positions 19 9 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TMAT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

40 + 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 institutional holders of TMAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Main Management LLC 4.90% 2,902,437 $67K
2 Echo45 Advisors LLC 1.14% 87,446 $2.0M
3 Orion Porfolio Solutions, LLC 0.47% 2,370,486 $55.0M
4 Copley Financial Group, Inc. 0.31% 22,317 $518K
5 Silver Grove Financial Group, Inc. 0.30% 16,189 $375K
6 POTOMAC FUND MANAGEMENT INC /ADV 0.08% 104,091 $2.4M
7 San Luis Wealth Advisors LLC 0.08% 21,191 $491K
8 Gibbs Wealth Management 0.07% 22,188 $515K
9 GeoWealth Management, LLC 0.05% 65,068 $1.5M
10 GWN SECURITIES INC. 0.05% 11,556 $268K
11 Encompass More Asset Management 0.04% 11,299 $262K
12 CreativeOne Wealth, LLC 0.04% 68,123 $1.6M
13 Synergy Investment Management, LLC 0.03% 4,528 $105K
14 U.S. Capital Wealth Advisors, LLC 0.03% 49,554 $1.1M
15 OSAIC HOLDINGS, INC. 0.02% 722,939 $16.8M
16 Visionary Wealth Advisors 0.02% 18,492 $429K
17 Ausdal Financial Partners, Inc. 0.02% 15,378 $357K
18 Mutual Advisors, LLC 0.01% 29,596 $686K
19 Ashton Thomas Private Wealth, LLC 0.01% 13,663 $317K
20 HARBOUR INVESTMENTS, INC. 0.01% 14,584 $338K
21 Cassaday & Co Wealth Management LLC 0.00% 9,504 $220K
22 LPL Financial LLC 0.00% 664,024 $15.4M
23 Envestnet Portfolio Solutions, Inc. 0.00% 19,988 $464K
24 Geneos Wealth Management Inc. 0.00% 1,647 $38K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 135,163 $3.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 39% buying: Last quarter: 25 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for TMAT holders?

Smaller funds dominant — 9% AUM from top-100: 8 of 41 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TMAT?

41% of holders stayed for 2+ years: 17 out of 41 hedge funds have held TMAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.