Institutional Ownership
Northern Lights Fd Tr
CUSIP 66538J290OCEAN PK HIGH INDUKHQ1 2026
Institutional Holders
6
13F filers
Shares Held
462.7K
Aggregate institutional
Institutional Value
$11.11M
Q1 2026
Net New Holders
+1
3 new · 2 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 out2
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vestgen Advisors, LLC | 337.4K | $8.11M | +337.4K | New |
| 2 | Envestnet Asset Management Inc | 108.7K | $2.60M | +10.0K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 13.6K | $326.4K | −13.0K | Reduced |
| 4 | Farther Finance Advisors, LLC | 1.8K | $43.4K | +1.8K | New |
| 5 | Steward Partners Investment Advisory, LLC | 1.0K | $23.9K | +1.0K | New |
| 6 | Osaic Holdings, Inc. | 150 | $3.6K | −5.0K | Reduced |