13F Insight
DOSSIER · 13F Holders · Q1 2025Cheap mega-capRe-rated
MRSK

NORTHERN LIGHTS FD TR

53 institutions still hold NORTHERN LIGHTS FD TR as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538J720·53 13F holders·last filed Mar 31, 2025
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$326M
78.0% inst. owned
of float
Holders
53
-81 QoQ
filers reporting
Activity
+26 / −28
+957 added · −763 reduced
this quarter
Concentration
27.31%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

53 institutions reported MRSK in Q1 2025. Orion Portfolio Solutions, LLC leads at 27.3% of the visible book. -81 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$89M2.8M0.44%Q1 202502
LPL Financial LLC
CIK 0001403438
$81M2.3M0.02%Q1 202603
Orion Porfolio Solutions, LLC
CIK 0001360533
$69M1.9M0.59%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M577K0.03%Q1 202605
HFG Wealth Management, LLC
CIK 0002027836
$12M329K6.39%Q1 202606
Independent Advisor Alliance
CIK 0001696899
$9M261K0.10%Q1 202607
RPg Family Wealth Advisory, LLC
CIK 0001569884
$8M229K1.69%Q1 202608
VISIONARY HORIZONS, LLC
CIK 0002003615
$7M195K3.39%Q1 202609
Ausdal Financial Partners, Inc.
CIK 0001667146
$5M142K0.22%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M107K0.00%Q1 202611
CreativeOne Wealth, LLC
CIK 0001739728
$3M89K0.07%Q1 202612
CFS Investment Advisory Services, LLC
CIK 0001845688
$3M84K0.21%Q1 202613
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$3M86K1.72%Q1 202614
Strategic Equity Management
CIK 0001843578
$3M80K1.07%Q1 202615
TOEWS CORP /ADV
CIK 0000932000
$3M80K1.09%Q1 202616
Dynamic Advisor Solutions LLC
CIK 0001599747
$2M56K0.06%Q1 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M53K0.02%Q1 202618
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M50K0.06%Q1 202619
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$879,53425K0.06%Q1 202620
TCP Asset Management, LLC
CIK 0001961898
$876,55925K0.11%Q1 2026
Page 1 of 3
33 more holders available. Log in →