Institutional Ownership
Northern Lts Fd Tr II
CUSIP 664925880WEITZ CORE PLUSWCPBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
15
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 | New Perspectives, Inc | 2.87M | $72.50M |
| 2 | Smi Advisory Services, LLC | 814.0K | $20.62M |
| 3 | Clear Trail Advisors, LLC | 582.9K | $14.74M |
| 4 | Pfw Advisors LLC | 332.7K | $8.41M |
| 5 | Stapp Wealth Management, Pllc | 321.1K | $8.12M |
| 6 | Lexaurum Advisors, LLC | 192.9K | $4.88M |
| 7 | Farther Finance Advisors, LLC | 180.5K | $4.56M |
| 8 | Sigma Planning Corp | 129.6K | $3.28M |
| 9 | Rainier Family Wealth Inc | 83.5K | $2.11M |
| 10 | Hightower Advisors, LLC | 62.9K | $1.59M |