DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
DFTT

NORTHERN LIGHTS FD TR

8 institutions still hold NORTHERN LIGHTS FD TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538J258·8 13F holders·last filed Mar 31, 2026
Market cap
5.9%
vs prior quarter
13F value held
$33M
55.0% inst. owned
of float
Holders
8
-114 QoQ
filers reporting
Activity
+53 / −15
+786 added · −679 reduced
this quarter
Concentration
60.08%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported DFTT in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 60.1% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M801K0.01%Q1 2026
02
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M309K0.02%Q1 2026
03
Donoghue Forlines LLC
CIK 0001702435
$5M197K1.33%Q1 2026
04
Atria Investments, Inc
CIK 0001535865
$283,86412K0.00%Q1 2026
05
Gotham Asset Management, LLC
CIK 0001510387
$204,93311K0.00%Q1 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$97,7794K0.00%Q1 2026
07
Wellington Grp LLC
CIK 0002134013
$35,6211K0.01%Q1 2026
08
UBS Group AG
CIK 0001610520
$1,347550.00%Q1 2026