SEC 13F Intelligence

NORTHERN LIGHTS FD TR

CUSIP 66538J258

Northern Lights Fd Tr has 8 institutional holders in Filings Flow’s 13F database, together reporting 1.34M shares worth $33M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Mml Investors Services, LLC, and Donoghue Forlines LLC.

Institutional Holders
8
Q1 2026
Reported Value
$33M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 5Q4 ’25Q1 ’26: 8Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $16MQ4 ’25Q1 ’26: $33MQ1 ’26Q2 ’26: $304,942Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Donoghue Forlines LLC$361M AUM1.33%$5M197.0KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.07%$304,9429.5KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$8M309.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$20M800.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$283,86411.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$97,7793.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$161,8386.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$204,93310.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1,34755Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.