Institutional Ownership
Northern Lts Fd Tr II
CUSIP 664925708ESSENTIAL 40 STOESNQ1 2026
Institutional Holders
24
13F filers
Shares Held
10.82M
Aggregate institutional
Institutional Value
$188.65M
Q1 2026
Net New Holders
+4
5 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased11
Decreased6
Sold out1
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 3.29M | $57.62M | −12.9K | Reduced |
| 2 | Legacy Financial Group LLC | 1.90M | $33.26M | +7.6K | Added |
| 3 | Raymond James Financial Inc | 1.52M | $26.61M | +775.6K | Added |
| 4 | Ubs Group AG | 957.3K | $16.77M | +77.6K | Added |
| 5 | Harbour Investments, Inc. | 727.1K | $12.73M | +106.9K | Added |
| 6 | Atria Investments, Inc | 608.6K | $10.66M | +123.5K | Added |
| 7 | Kkm Financial LLC | 592.7K | $10.17M | 0 | Held |
| 8 | Cwm, LLC | 315.5K | $5.53M | +291.9K | Added |
| 9 | Rockefeller Capital Management L.P. | 189.6K | $3.32M | −2.4K | Reduced |
| 10 | Lpl Financial LLC | 141.7K | $2.48M | +28.9K | Added |
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