Institutional Ownership
Northern Lts Fd Tr II
CUSIP 66538F215BEACON TACTICALBTRQ1 2026
Institutional Holders
7
13F filers
Shares Held
1.34M
Aggregate institutional
Institutional Value
$34.75M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased1
Decreased2
Sold out0
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 1.00M | $25.93M | 0 | Held |
| 2 | Rfg Advisory, LLC | 298.8K | $7.72M | +49.0K | Added |
| 3 | Independent Financial Group, LLC | 18.7K | $482.1K | −3.1K | Reduced |
| 4 | Envestnet Asset Management Inc | 15.0K | $386.6K | −64.7K | Reduced |
| 5 | Jane Street Group, LLC | 8.0K | $205.8K | +8.0K | New |
| 6 | Morgan Stanley | 849 | $21.9K | +849 | New |
| 7 | Ubs Group AG | 1 | $26 | +1 | New |