Institutional Ownership
Northern Lights Fd Tr
CUSIP 66538J282OCEAN PARK DIVERDUKZQ1 2026
Institutional Holders
14
13F filers
Shares Held
1.08M
Aggregate institutional
Institutional Value
$26.18M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased6
Decreased1
Sold out2
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Spartan Wealth Advisory Services LLC | 404.5K | $10.08M | +404.5K | First Filing |
| 2 | Vestgen Advisors, LLC | 317.5K | $8.08M | +317.5K | New |
| 3 | Envestnet Asset Management Inc | 193.6K | $4.83M | +26.7K | Added |
| 4 | Independent Financial Group, LLC | 49.4K | $1.23M | +29.6K | Added |
| 5 | Mutual Advisors, LLC | 22.3K | $554.8K | +6.3K | Added |
| 6 | Commonwealth Equity Services, LLC | 17.1K | $427.0K | −523 | Reduced |
| 7 | Signature Estate & Investment Advisors LLC | 15.6K | $388.0K | +15.6K | New |
| 8 | Envestnet Portfolio Solutions, Inc. | 10.1K | $251.2K | +801 | Added |
| 9 | Ocean Park Asset Management, LLC | 8.6K | $215.1K | +7 | Added |
| 10 | Farther Finance Advisors, LLC | 4.2K | $104.9K | +4.2K | New |
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