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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
Q1 		– Sell
-828
Closed -$206K – 56
2025
Q4 		$206K Hold
828
– – 0.15% 50
2025
Q3 		$201K Buy
+828
New +$193K 0.16% 51

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

Gilbert Capital Group's TILT Position: Q1 2026 in Review

Gilbert Capital Group sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2026, closing a stake of 828 shares — an estimated $206K sold.

Gilbert Capital Group first reported a position in TILT in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 111 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • Gilbert Capital Group reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2026 after selling out during the quarter.
  • Gilbert Capital Group sold 828 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2026, an estimated $206K.
  • Gilbert Capital Group first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2025 and held it in 2 quarters.
  • Gilbert Capital Group's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $206K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2026.

Based on Gilbert Capital Group's 13F filing for Q1 2026, filed 20 Apr 2026.