Institutional Ownership
Northern Lts Fd Tr II
CUSIP 664925708ESSENTIAL 40 STOESNQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
24
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 3.29M | $57.62M |
| 2 | Legacy Financial Group LLC | 1.90M | $33.26M |
| 3 | Raymond James Financial Inc | 1.52M | $26.61M |
| 4 | Ubs Group AG | 957.3K | $16.77M |
| 5 | Harbour Investments, Inc. | 727.1K | $12.73M |
| 6 | Atria Investments, Inc | 608.6K | $10.66M |
| 7 | Kkm Financial LLC | 592.7K | $10.17M |
| 8 | Cwm, LLC | 315.5K | $5.53M |
| 9 | Rockefeller Capital Management L.P. | 189.6K | $3.32M |
| 10 | Lpl Financial LLC | 141.7K | $2.48M |