DOSSIER · 13F Holders · Q2 2026
DFTT

NORTHERN LIGHTS FD TR

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

CUSIP 66538J258·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$42M
visible holders
Holders
8
filers reporting
Concentration
59.87%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported DFTT in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 59.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M774K0.01%Q2 2026
02
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M307K0.02%Q2 2026
03
Donoghue Forlines LLC
CIK 0001702435
$6M190K1.58%Q2 2026
04
Atria Investments, Inc
CIK 0001535865
$336K11K0.00%Q3 2026
05
Fortitude Advisory Group L.L.C.
CIK 0001928999
$201K6K0.08%Q3 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$122K4K0.00%Q3 2026
07
UBS Group AG
CIK 0001610520
$38K1K0.00%Q2 2026
08
ASSETMARK, INC
CIK 0001344551
$23K7270.00%Q2 2026