DOSSIER · 13F Holders · Q2 2026
MRSK

NORTHERN LIGHTS FD TR

52 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 66538J720·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$251M
visible holders
Holders
52
filers reporting
Concentration
32.37%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported MRSK in Q2 2026. LPL Financial LLC leads at 32.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$81M2.1M0.02%Q2 2026
02
Orion Porfolio Solutions, LLC
CIK 0001360533
$71M1.8M0.54%Q2 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M545K0.02%Q2 2026
04
RPg Family Wealth Advisory, LLC
CIK 0001569884
$18M469K1.68%Q2 2026
05
VISIONARY HORIZONS, LLC
CIK 0002003615
$8M210K3.39%Q2 2026
06
HFG Wealth Management, LLC
CIK 0002027836
$6M161K6.27%Q3 2026
07
Capital Analysts, LLC
CIK 0001624758
$6M173K0.16%Q1 2026
08
Ausdal Financial Partners, Inc.
CIK 0001667146
$6M151K0.23%Q2 2026
09
TOEWS CORP /ADV
CIK 0000932000
$5M136K0.77%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M113K0.00%Q2 2026
11
CreativeOne Wealth, LLC
CIK 0001739728
$4M101K0.08%Q2 2026
12
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$3M89K2.27%Q2 2026
13
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M86K0.01%Q1 2026
14
CFS Investment Advisory Services, LLC
CIK 0001845688
$3M74K0.19%Q3 2026
15
Strategic Equity Management
CIK 0001843578
$3M74K0.96%Q2 2026
16
Dynamic Advisor Solutions LLC
CIK 0001599747
$2M56K0.06%Q3 2026
17
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M53K0.02%Q2 2026
18
Saxony Capital Management, LLC
CIK 0001561330
$1M32K0.54%Q3 2026
19
TCP Asset Management, LLC
CIK 0001961898
$985K25K0.11%Q3 2026
20
GWN SECURITIES INC.
CIK 0001265905
$876K23K0.15%Q2 2026
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