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F/M Investments’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

F/M Investments’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 		– Sell
-2,517
Closed -$627K – 436
2025
Q4 		$627K Sell
2,517
-550
-18% -$135K 0.02% 317
2025
Q3 		$743K Sell
3,067
-880
-22% -$205K 0.03% 310
2025
Q2 		$884K Sell
3,947
-1,613
-29% -$336K 0.03% 300
2025
Q1 		$1.14M Hold
5,560
– – 0.05% 278
2024
Q4 		$1.2M Buy
+5,560
New +$1.22M 0.04% 274

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

F/M Investments's TILT Position: Q1 2026 in Review

F/M Investments sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2026, closing a stake of 2,517 shares — an estimated $627K sold.

F/M Investments first reported a position in TILT in Q4 2024 and held it in 5 quarters. The position peaked at $1.2M in Q4 2024. 111 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • F/M Investments reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 2,517 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2026, an estimated $627K.
  • F/M Investments first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2024 and held it in 5 quarters.
  • F/M Investments's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $1.2M in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.