13FBOX
NORTHERN LIGHTS FD TR · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LIGHTS FD TR

DFTT
Institutions
9
Combined AUM (Q2 2026)
$41.9M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3,318
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-48,249
6 · 1 Exit · ≈
⚖️ Net
-44,931
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$41.9M
Institutions
9
New Buys
2
Adds
1
Reduces
5
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#5$25.0M774,120$19.6M800,637-26,517-3.31%Reduce
MML INVESTORS SERVICES, LLC
0.02%0.02%#3$9.9M306,817$7.6M309,487-2,670-0.86%Reduce
Donoghue Forlines LLC
1.53%1.33%#1$6.1M189,758$4.8M197,040-7,282-3.70%Reduce
Atria Investments, Inc
<0.01%<0.01%#6$358,42511,118$283,86411,595-477-4.11%Reduce
WORLD EQUITY GROUP, INC.
0.07%0.06%#2$304,9429,459$242,8359,919-460-4.64%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#7$126,2133,915$97,7793,91500.00%Unchanged
UBS Group AG
<0.01%<0.01%#9$38,3951,191$1,34755+1,136+2,065.45%Add
Wellington Grp LLC
0.01%#4$35,6211,455$00+1,455New Buy
ASSETMARK, INC
<0.01%#8$23,437727$00+727New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow