Caprock Group’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Caprock Group’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	$213K	Buy	+770	New	+$205K	﹤0.01%	1148

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

Caprock Group's TILT Position: Q2 2026 in Review

Caprock Group opened a new position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2026: 770 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings.

122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Caprock Group held 770 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $213K as of Q2 2026.
Northern Trust Morningstar US Market Factor Tilt ETF was a new Caprock Group position in Q2 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1148 holding.
122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.