DOSSIER · 13F Holders · Q1 2026
DFTT

NORTHERN LIGHTS FD TR

9 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 66538J258·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$33M
visible holders
Holders
9
filers reporting
Concentration
59.47%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported DFTT in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 59.5% 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
$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
WORLD EQUITY GROUP, INC.
CIK 0000878770
$305K9K0.07%Q2 2026
05
Atria Investments, Inc
CIK 0001535865
$284K12K0.00%Q1 2026
06
Gotham Asset Management, LLC
CIK 0001510387
$205K11K0.00%Q1 2026
07
Farther Finance Advisors, LLC
CIK 0001992825
$126K4K0.00%Q2 2026
08
Wellington Grp LLC
CIK 0002134013
$36K1K0.01%Q1 2026
09
UBS Group AG
CIK 0001610520
$1K550.00%Q1 2026