Plante Moran Financial Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Plante Moran Financial Advisors’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 Q2	$977K	Hold	3,538	–	–	0.05%	56
2026 Q1	$854K	Hold	3,538	–	–	0.06%	55
2025 Q4	$880K	Hold	3,538	–	–	0.06%	59
2025 Q3	$857K	Hold	3,538	–	–	0.05%	52
2025 Q2	$793K	Hold	3,538	–	–	0.06%	57
2025 Q1	$728K	Hold	3,538	–	–	0.06%	58
2024 Q4	$764K	Hold	3,538	–	–	0.06%	60
2024 Q3	$753K	Hold	3,538	–	–	0.06%	58
2024 Q2	$707K	Hold	3,538	–	–	0.07%	61
2024 Q1	$702K	Hold	3,538	–	–	0.08%	64
2023 Q4	$646K	Hold	3,538	–	–	0.07%	68
2023 Q3	$576K	Hold	3,538	–	–	0.07%	67
2023 Q2	$596K	Hold	3,538	–	–	0.07%	74
2023 Q1	$555K	Hold	3,538	–	–	0.08%	77
2022 Q4	$526K	Buy	+3,538	New	+$530K	0.08%	81
2017 Q1	–	Sell	-500	Closed	-$48K	–	1022
2016 Q4	$48K	Hold	500	–	–	0.03%	338
2016 Q3	$45K	Buy	+500	New	+$44.8K	0.03%	348

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Plante Moran Financial Advisors's TILT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q2 2026 at 3,538 shares worth $977K. The position accounts for 0.05% of the portfolio, ranked #56.

Plante Moran Financial Advisors first reported a position in TILT in Q3 2016 and has held it in 17 quarters since. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Plante Moran Financial Advisors held 3,538 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $977K as of Q2 2026.
Plante Moran Financial Advisors left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q2 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #56 holding.
Plante Moran Financial Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2016 and has held it in 17 quarters since.
122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.