DOSSIER · 13F Holders · Q2 2026
PRMR

NORTHERN LTS FD TR II

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

CUSIP 664925864·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$71M
visible holders
Holders
2
filers reporting
Concentration
95.85%
RMR Wealth Builders #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported PRMR in Q2 2026. RMR Wealth Builders leads at 95.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RMR Wealth Builders
CIK 0001803848
$69M2.4M4.25%Q2 2026
02
CALTON & ASSOCIATES, INC.
CIK 0000822648
$3M104K0.43%Q2 2026