Gilbert Capital Group
TILT icon

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

Gilbert Capital 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
Q3 		$227K Buy
+817
New +$229K 0.16% 55
2026
Q1 		– Sell
-828
Closed -$206K – 56
2025
Q4 		$206K Hold
828
– – 0.15% 50
2025
Q3 		$201K Buy
+828
New +$193K 0.16% 51

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gilbert Capital Group's TILT Position: Q3 2026 in Review

Gilbert Capital Group opened a new position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2026: 817 shares worth $227K. The stake represents 0.16% of the portfolio and ranks #55 among its holdings. This is a return to the name: Gilbert Capital Group previously reported a position in TILT as recently as Q4 2025.

Gilbert Capital Group first reported a position in TILT in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold TILT as of Q3 2026.

  • Gilbert Capital Group held 817 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $227K as of Q3 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF was a new Gilbert Capital Group position in Q3 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.16% of Gilbert Capital Group's portfolio in Q3 2026, its #55 holding.
  • Gilbert Capital Group first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2026.

Based on Gilbert Capital Group's 13F filing for Q3 2026, filed 28 Oct 2026.