CUSIP 664925708ESSENTIAL 40 STOESNQ4 2025
Aggregate 13F value by quarter
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20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 3.30M | $56.68M | +60.2K | Added |
| 2 | Legacy Financial Group LLC | 1.89M | $34.38M | +59.8K | Added |
| 3 | Breakthru Advisory Services, LLC | 1.27M | $21.85M | +324.1K | Added |
| 4 | Ubs Group AG | 879.7K | $15.10M |
| −5.4K |
| Reduced |
| 5 | Raymond James Financial Inc | 743.5K | $12.76M | +743.5K | New |
| 6 | Harbour Investments, Inc. | 620.2K | $10.64M | +290.5K | Added |
| 7 | Kkm Financial LLC | 592.7K | $10.17M | +1.7K | Added |
| 8 | Atria Investments, Inc | 485.1K | $8.32M | +70.0K | Added |
| 9 | Rockefeller Capital Management L.P. | 192.0K | $3.29M | −5.3K | Reduced |
| 10 | Bank Of New York Mellon Corp | 127.9K | $2.20M | 0 | Held |
See every fund holding Northern Lts Fd Tr II, with full quarter-over-quarter share changes.
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