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

NORTHERN LIGHTS FD TR

DUKZ
Institutions
17
Combined AUM (Q2 2026)
$38.2M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+468,139
15 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-11,655
4 · 2 Exit · ≈
⚖️ Net
+456,484
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.2M
Institutions
17
New Buys
6
Adds
9
Reduces
2
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Spartan Wealth Advisory Services LLC
0.86%0.88%#1$10.4M407,807$10.1M404,521+3,286+0.81%Add
VestGen Advisors, LLC
0.25%0.21%#3$8.5M332,545$8.1M317,534+15,011+4.73%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#12$6.0M235,918$4.8M193,640+42,278+21.83%Add
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#8$3.4M131,316$758,00030,425+100,891+331.61%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#10$2.5M97,563$427,04017,134+80,429+469.41%Add
Independent Wealth Network Inc.
0.52%#2$2.0M79,950$00+79,950New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#5$1.7M64,726$00+64,726New Buy
BUILDER INVESTMENT GROUP INC /ADV
0.2%#4$1.0M40,254$00+40,254New Buy
Mutual Advisors, LLC
0.01%0.01%#6$792,96530,951$554,81322,261+8,690+39.04%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#16$350,17413,668$00+13,668New Buy
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#11$266,52510,403$240,0009,647+756+7.84%Add
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#13$258,78810,101$251,17510,078+23+0.23%Add
OSAIC HOLDINGS, INC.
<0.01%#14$256,20010,000$00+10,000New Buy
Ocean Park Asset Management, LLC
0.01%0.01%#7$228,3048,911$215,1018,631+280+3.24%Add
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
<0.01%0.01%#9$226,0718,824$388,00315,568-6,744-43.32%Reduce
JANE STREET GROUP, LLC
<0.01%#17$202,3217,897$00+7,897New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#15$2,48597$14,879597-500-83.75%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow