SEC 13F Intelligence

NOSIXNORTHERN FDS STK INDEX FD

CUSIP 665162772 · Yahoo Finance ↗ · Google Finance ↗

Northern Fds Stk Index Fd (NOSIX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 14.8K shares worth $961,196 as of Q1 2026. The largest reported holders are Williams Jones Wealth Management, LLC., Peak Retirement Planning, Inc., and Mcilrath & Eck, LLC.

Institutional Holders
3
Q1 2026
Reported Value
$961,196
Ticker
NOSIX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 2Q1 ’19Q2 ’19: 2Q3 ’19: 3Q4 ’19: 4Q1 ’20: 4Q1 ’20Q2 ’20: 3Q3 ’20: 3Q4 ’20: 4Q1 ’21: 3Q1 ’21Q2 ’21: 3Q3 ’21: 3Q4 ’21: 3Q1 ’22: 3Q1 ’22Q2 ’22: 3Q3 ’22: 3Q4 ’22: 3Q1 ’23: 2Q1 ’23Q2 ’23: 3Q3 ’23: 2Q4 ’23: 2Q1 ’24: 2Q1 ’24Q2 ’24: 1Q3 ’24: 1Q4 ’24: 1Q1 ’25: 1Q1 ’25Q2 ’25: 1Q3 ’25: 1Q4 ’25: 1Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $717,000Q1 ’19Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ1 ’23: $987,364Q1 ’23Q2 ’23: $1MQ3 ’23: $818,805Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $708,316Q3 ’24: $747,699Q4 ’24: $754,116Q1 ’25: $719,782Q1 ’25Q2 ’25: $717,141Q3 ’25: $773,130Q4 ’25: $776,779Q1 ’26: $961,196Q1 ’26filingsflow.com

Holders

··
Export to Excel
Manager% of PortfolioValueSharesQuarter
Williams Jones Wealth Management, LLC.$8.1B AUM0.01%$741,20111.4KQ1 2026
Peak Retirement Planning, Inc.$501M AUM0.04%$216,3753.3KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.00%$3,62056Q1 2026

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