SAG
TILT icon

SageView Advisory Group’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

SageView Advisory 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
Q2 		$17.1M Sell
62,120
-1,069
-2% -$284K 0.56% 23
2026
Q1 		$15.3M Sell
63,189
-2,252
-3% -$565K 0.56% 20
2025
Q4 		$16.3M Sell
65,441
-779
-1% -$191K 0.55% 22
2025
Q3 		$16M Sell
66,220
-126
-0.2% -$29.4K 0.55% 23
2025
Q2 		$15.3M Sell
66,346
-15,216
-19% -$3.17M 0.58% 19
2025
Q1 		$16.8M Sell
81,562
-60,163
-42% -$13M 0.72% 16
2024
Q4 		$30.6M Sell
141,725
-6,798
-5% -$1.49M 1.32% 11
2024
Q3 		$31.6M Sell
148,523
-10,932
-7% -$2.24M 1.6% 11
2024
Q2 		$31.9M Sell
159,455
-26,024
-14% -$5.08M 1.48% 11
2024
Q1 		$13.3M Buy
185,479
+4,872
+3% +$916K 0.67% 20
2023
Q4 		$33.6M Sell
180,607
-24,620
-12% -$4.15M 1.45% 11
2023
Q3 		$33.4M Sell
205,227
-3,430
-2% -$582K 1.91% 10
2023
Q2 		$35.2M Sell
208,657
-5,367
-3% -$855K 1.96% 9
2023
Q1 		$33.6M Sell
214,024
-1,568
-0.7% -$245K 2.14% 8
2022
Q4 		$32M Buy
+215,592
New +$32.3M 2.6% 8

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SageView Advisory Group's TILT Position: Q2 2026 in Review

SageView Advisory Group reduced its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 1.7% in Q2 2026, selling an estimated $284K and leaving 62,120 shares worth $17.1M. The position accounts for 0.56% of the portfolio, ranked #23.

SageView Advisory Group first reported a position in TILT in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.2M in Q2 2023. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • SageView Advisory Group held 62,120 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $17.1M as of Q2 2026.
  • SageView Advisory Group sold 1,069 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $284K.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.56% of SageView Advisory Group's portfolio in Q2 2026, its #23 holding.
  • SageView Advisory Group first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $35.2M in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.