13F Insight
DOSSIER · 13F Holders · Q1 2025
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
—
13F value held
$339M
visible holders
Holders
53
filers reporting
Concentration
26.29%
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 26.3% of the visible book.

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
$81M2.1M0.02%Q2 202603
Orion Porfolio Solutions, LLC
CIK 0001360533
$71M1.8M0.54%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M545K0.02%Q2 202605
RPg Family Wealth Advisory, LLC
CIK 0001569884
$18M469K1.68%Q2 202606
VISIONARY HORIZONS, LLC
CIK 0002003615
$8M210K3.39%Q2 202607
HFG Wealth Management, LLC
CIK 0002027836
$6M161K6.24%Q2 202608
Capital Analysts, LLC
CIK 0001624758
$6M173K0.16%Q1 202609
Ausdal Financial Partners, Inc.
CIK 0001667146
$6M151K0.23%Q2 202610
TOEWS CORP /ADV
CIK 0000932000
$5M136K0.77%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M113K0.00%Q2 202612
CreativeOne Wealth, LLC
CIK 0001739728
$4M101K0.08%Q2 202613
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$3M89K2.27%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M86K0.01%Q1 202615
Strategic Equity Management
CIK 0001843578
$3M74K0.96%Q2 202616
CFS Investment Advisory Services, LLC
CIK 0001845688
$3M69K0.18%Q2 202617
Dynamic Advisor Solutions LLC
CIK 0001599747
$2M56K0.06%Q2 202618
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M53K0.02%Q2 202619
Saxony Capital Management, LLC
CIK 0001561330
$1M30K0.54%Q2 202620
TCP Asset Management, LLC
CIK 0001961898
$944K24K0.11%Q2 2026
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