Institutional Ownership
Northern Lights Fd Tr
CUSIP 66538J720TOEWS AGILTY SHSMRSKQ1 2026
Institutional Holders
50
13F filers
Shares Held
7.12M
Aggregate institutional
Institutional Value
$242.12M
Q1 2026
Net New Holders
+7
11 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased17
Decreased15
Sold out4
Institutional Holders
50 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.29M | $80.79M | +79.0K | Added |
| 2 | Orion Porfolio Solutions, LLC | 1.95M | $68.82M | +24.8K | Added |
| 3 | Osaic Holdings, Inc. | 576.6K | $20.38M | −7.7K | Reduced |
| 4 | Hfg Wealth Management, LLC | 328.6K | $11.61M | −9 | Reduced |
| 5 | Independent Advisor Alliance | 261.1K | $9.23M | +261.1K | New |
| 6 | Rpg Family Wealth Advisory, LLC | 229.1K | $8.10M | −9.2K | Reduced |
| 7 | Visionary Horizons, LLC | 194.9K | $6.89M | −66.3K | Reduced |
| 8 | Ausdal Financial Partners, Inc. | 142.5K | $5.03M | −5.7K | Reduced |
| 9 | Envestnet Asset Management Inc | 106.7K | $3.77M | +175 | Added |
| 10 | Creativeone Wealth, LLC | 89.1K | $3.15M | +12.7K | Added |
40 more institutional holders on Premium
See every fund holding Northern Lights Fd Tr, with full quarter-over-quarter share changes.
Unlock all holders