Beacon Pointe Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Beacon Pointe Advisors’s Portfolio TILT Stock Details TILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	+800	New	+$213K	﹤0.01%	1768
2024 Q2	–	Sell	-2,900	Closed	-$575K	–	1382
2024 Q1	$575K	Hold	2,900	–	–	0.01%	861
2023 Q4	$529K	Hold	2,900	–	–	0.01%	881
2023 Q3	$472K	Buy	+2,900	New	+$492K	0.01%	904
2023 Q2	–	Sell	-2,900	Closed	-$455K	–	1188
2023 Q1	$455K	Buy	+2,900	New	+$452K	0.01%	792

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beacon Pointe Advisors's TILT Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2026: 800 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in TILT as recently as Q1 2024.

Beacon Pointe Advisors first reported a position in TILT in Q1 2023 and has held it in 5 quarters since. The position peaked at $575K in Q1 2024. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Beacon Pointe Advisors held 800 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $221K as of Q2 2026.
Northern Trust Morningstar US Market Factor Tilt ETF was a new Beacon Pointe Advisors position in Q2 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1768 holding.
Beacon Pointe Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2023 and has held it in 5 quarters since.
Beacon Pointe Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $575K in Q1 2024.
122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.