Institutional Ownership
Northern Lights Fd Tr
CUSIP 66538J720TOEWS AGILTY SHSMRSKQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
50
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.29M | $80.79M |
| 2 | Orion Porfolio Solutions, LLC | 1.95M | $68.82M |
| 3 | Osaic Holdings, Inc. | 576.6K | $20.38M |
| 4 | Hfg Wealth Management, LLC | 328.6K | $11.61M |
| 5 | Independent Advisor Alliance | 261.1K | $9.23M |
| 6 | Rpg Family Wealth Advisory, LLC | 229.1K | $8.10M |
| 7 | Visionary Horizons, LLC | 194.9K | $6.89M |
| 8 | Ausdal Financial Partners, Inc. | 142.5K | $5.03M |
| 9 | Envestnet Asset Management Inc | 106.7K | $3.77M |
| 10 | Creativeone Wealth, LLC | 89.1K | $3.15M |