Creative Planning
TLTD icon

Creative Planning’s Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF TLTD Stock Holding History

Creative Planning’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Buy
64,854
+109
+0.2% +$10.8K ﹤0.01% 1212
2026
Q1 		$6.09M Buy
+64,745
New +$6.28M ﹤0.01% 1043

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's TLTD Position: Q2 2026 in Review

Creative Planning increased its Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF (TLTD) stake by 0.17% in Q2 2026, buying an estimated $10.8K and bringing the position to 64,854 shares worth $6.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Creative Planning first reported a position in TLTD in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold TLTD as of Q2 2026.

  • Creative Planning held 64,854 shares of Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF worth $6.36M as of Q2 2026.
  • Creative Planning bought 109 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF shares in Q2 2026, an estimated $10.8K.
  • Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1212 holding.
  • Creative Planning first reported a position in Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.