EFT
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Envision Financial Transparency’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Envision Financial Transparency’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
Q1 		$397K Buy
+1,644
New +$413K 0.39% 37

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envision Financial Transparency's TILT Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2026: 1,644 shares worth $397K. The stake represents 0.39% of the portfolio and ranks #37 among its holdings.

111 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • Envision Financial Transparency held 1,644 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $397K as of Q1 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF was a new Envision Financial Transparency position in Q1 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.39% of Envision Financial Transparency's portfolio in Q1 2026, its #37 holding.
  • 111 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.