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

NORTHERN LIGHTS FD TR

THY
Institutions
18
Combined AUM (Q2 2026)
$83.8M
Combined Shares (Q2 2026)
3.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+260,365
13 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-83,477
6 · 3 Exit · ≈
⚖️ Net
+176,888
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$83.8M
Institutions
18
New Buys
5
Adds
8
Reduces
3
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TCP Asset Management, LLC
5.45%5.79%#1$48.0M2.2M$45.1M2.1M+146,562+7.15%Add
Orion Porfolio Solutions, LLC
0.15%0.19%#5$20.2M921,919$21.8M990,118-68,199-6.89%Reduce
RPg Family Wealth Advisory, LLC
0.79%0.79%#3$3.8M174,192$3.8M171,548+2,644+1.54%Add
Ausdal Financial Partners, Inc.
0.11%0.11%#6$2.8M128,480$2.5M113,108+15,372+13.59%Add
RPS ADVISORY SOLUTIONS LLC
1.57%1.39%#2$2.4M108,281$2.4M111,153-2,872-2.58%Reduce
Saxony Capital Management, LLC
0.63%#4$1.4M62,498$00+62,498New Buy
CFS Investment Advisory Services, LLC
0.09%0.09%#8$1.3M59,371$1.3M58,227+1,144+1.96%Add
LPL Financial LLC
<0.01%<0.01%#15$1.2M55,963$1.2M53,493+2,470+4.62%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$1.2M52,953$1.1M50,264+2,689+5.35%Add
Geneos Wealth Management Inc.
0.01%0.01%#9$586,75026,829$565,91925,747+1,082+4.20%Add
GTS SECURITIES LLC
0.01%0.01%#11$459,86221,029$202,6539,222+11,807+128.03%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#14$226,37710,352$245,00011,137-785-7.05%Reduce
Silver Grove Financial Group, Inc.
0.1%#7$180,9778,276$00+8,276New Buy
TOEWS CORP /ADV
0.01%#10$70,3323,216$00+3,216New Buy
MORGAN STANLEY
<0.01%#18$49,2302,251$00+2,251New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#17$12,027550$12,08655000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#16$11,524527$11,58152700.00%Unchanged
Continuum Advisory, LLC
<0.01%#13$7,741354$00+354New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow