DOSSIER · 13F Holders · Q2 2026

NORTHERN LIGHTS FD TR OCEAN PARK

17 institutions still hold NORTHERN LIGHTS FD TR OCEAN PARK as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538J282·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$35M
visible holders
Holders
17
filers reporting
Concentration
29.75%
Spartan Wealth Advisory Services LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported NORTHERN LIGHTS FD TR OCEAN PARK in Q2 2026. Spartan Wealth Advisory Services LLC leads at 29.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Spartan Wealth Advisory Services LLC
CIK 0002075193
$10M408K0.86%Q2 2026
02
VestGen Advisors, LLC
CIK 0002050130
$9M333K0.25%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M236K0.00%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M98K0.00%Q2 2026
05
Independent Wealth Network Inc.
CIK 0001891240
$2M80K0.52%Q2 2026
06
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M65K0.03%Q2 2026
07
BUILDER INVESTMENT GROUP INC /ADV
CIK 0000727117
$1M40K0.20%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$758K30K0.00%Q1 2026
09
Mutual Advisors, LLC
CIK 0001694080
$555K22K0.01%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$350K14K0.00%Q2 2026
11
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$259K10K0.00%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$256K10K0.00%Q2 2026
13
PARK AVENUE SECURITIES LLC
CIK 0001071640
$240K10K0.00%Q1 2026
14
Ocean Park Asset Management, LLC
CIK 0001538052
$228K9K0.01%Q2 2026
15
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$226K9K0.00%Q2 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2K970.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025