13FBOX
NORTHERN LTS FD TR II · 13F Institutional Holdings
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NORTHERN LTS FD TR II

GGM
Institutions
2
Combined AUM (Q2 2026)
$18.8M
Combined Shares (Q2 2026)
624,363
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+31,252
2 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+31,252
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.8M
Institutions
2
New Buys
0
Adds
2
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Waverly Advisors, LLC
0.11%0.12%#1$18.8M623,655$16.7M592,712+30,943+5.22%Add
UBS Group AG
<0.01%<0.01%#2$21,358708$11,225399+309+77.44%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow