Institutional Ownership
Northern Lts Fd Tr II
CUSIP 66538F140PEAKSHARES SECTOPSTRQ1 2026
Institutional Holders
6
13F filers
Shares Held
1.09M
Aggregate institutional
Institutional Value
$30.56M
Q1 2026
Net New Holders
+3
4 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased0
Decreased2
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Calton & Associates, Inc. | 1.04M | $29.16M | −2.8K | Reduced |
| 2 | Mosley Wealth Management | 38.0K | $1.08M | −4.9K | Reduced |
| 3 | Gts Securities LLC | 10.0K | $281.4K | +10.0K | New |
| 4 | Jones Financial Companies Lllp | 1.5K | $41.2K | +1.5K | New |
| 5 | Ubs Group AG | 100 | $2.8K | +100 | New |
| 6 | Fmr LLC | 1 | $28 | +1 | New |