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

Valeo 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 		$292K Buy
1,056
+3
+0.3% +$798 0.01% 630
2026
Q1 		$254K Buy
1,053
+2
+0.2% +$502 0.01% 615
2025
Q4 		$261K Buy
+1,051
New +$258K 0.01% 673

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
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

Valeo Financial Advisors's TILT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 0.28% in Q2 2026, buying an estimated $798 and bringing the position to 1,056 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #630.

Valeo Financial Advisors first reported a position in TILT in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Valeo Financial Advisors held 1,056 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $292K as of Q2 2026.
  • Valeo Financial Advisors bought 3 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $798.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #630 holding.
  • Valeo Financial Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.