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Freedom Investment Management’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-3,162
Closed -$708K – 647
2025
Q2 		$708K Buy
3,162
+152
+5% +$31.7K 0.06% 345
2025
Q1 		$619K Buy
3,010
+232
+8% +$50.3K 0.05% 360
2024
Q4 		$600K Buy
2,778
+463
+20% +$101K 0.05% 369
2024
Q3 		$493K Buy
2,315
+68
+3% +$13.9K 0.04% 445
2024
Q2 		$449K Buy
2,247
+176
+8% +$34.4K 0.04% 459
2024
Q1 		$411K Sell
2,071
-42
-2% -$7.89K 0.03% 494
2023
Q4 		$386K Buy
+2,113
New +$356K 0.03% 505

Other funds holding TILT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freedom Investment Management's TILT Position: Q3 2025 in Review

Freedom Investment Management sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2025, closing a stake of 3,162 shares — an estimated $708K sold.

Freedom Investment Management first reported a position in TILT in Q4 2023 and held it in 7 quarters. The position peaked at $708K in Q2 2025. 99 funds tracked by Wall St. Rank hold TILT as of Q3 2025.

  • Freedom Investment Management reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,162 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2025, an estimated $708K.
  • Freedom Investment Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $708K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.