Institutional Ownership
Northern Lts Fd Tr II
CUSIP 66538F199BEACON SELECTIVEBSRQ1 2026
Institutional Holders
7
13F filers
Shares Held
1.28M
Aggregate institutional
Institutional Value
$37.93M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased1
Sold out0
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 976.0K | $28.86M | 0 | Held |
| 2 | Rfg Advisory, LLC | 267.7K | $7.92M | +53.9K | Added |
| 3 | Independent Financial Group, LLC | 19.1K | $563.2K | +595 | Added |
| 4 | Envestnet Asset Management Inc | 12.8K | $377.2K | −55.1K | Reduced |
| 5 | Jane Street Group, LLC | 7.3K | $216.1K | +7.3K | New |
| 6 | Ubs Group AG | 125 | $3.7K | 0 | Held |
| 7 | Morgan Stanley | 23 | $680 | +23 | New |