13F Insight
DOSSIER · 13F Holders · Q3 2026
WCPB

NORTHERN LTS FD TR II

22 institutions still hold NORTHERN LTS FD TR II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 664925880·22 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$164M
visible holders
Holders
22
filers reporting
Concentration
47.46%
New Perspectives, Inc #1
top holder share
AI Holders Summary · Q3 2026

22 institutions reported WCPB in Q3 2026. New Perspectives, Inc leads at 47.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
New Perspectives, Inc
CIK 0001909565
$78M3.2M23.62%Q3 202602
SMI Advisory Services, LLC
CIK 0001609008
$21M882K3.42%Q3 202603
Clear Trail Advisors, LLC
CIK 0002097856
$16M648K2.39%Q3 202604
PFW Advisors LLC
CIK 0001989744
$9M353K2.54%Q3 202605
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$8M323K10.12%Q3 202606
LexAurum Advisors, LLC
CIK 0001729677
$7M274K0.74%Q3 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$5M205K0.03%Q2 202608
Farther Finance Advisors, LLC
CIK 0001992825
$5M205K0.03%Q3 202609
HighTower Advisors, LLC
CIK 0001462245
$3M124K0.00%Q2 202610
Sigma Planning Corp
CIK 0001449126
$3M121K0.08%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$3M106K0.01%Q2 202612
RAINIER FAMILY WEALTH INC
CIK 0002073596
$2M90K1.30%Q2 202613
Global Retirement Partners, LLC
CIK 0001749744
$1M55K0.02%Q2 202614
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$779K32K0.08%Q3 202615
CITADEL ADVISORS LLC
CIK 0001423053
$530K21K0.00%Q2 202616
Trademark Financial Management, LLC
CIK 0002011736
$469K19K0.19%Q2 202617
Morey & Quinn Wealth Partners, LLC
CIK 0002055521
$421K17K0.27%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$375K15K0.00%Q2 202619
AVISO WEALTH MANAGEMENT
CIK 0002011802
$336K13K0.11%Q2 202620
Brookwood Investment Group LLC
CIK 0002066812
$306K12K0.03%Q2 2026
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