NORTHERN LTS FD TR II ESSENTIAL 40 STO is a security (CUSIP 664925708) tracked across SEC portfolio filings. 30 institutional managers reported $210.3M on Form 13F as of 2026-06-30.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Sanctuary Advisors, LLC | INDIANAPOLIS, IN | $57.6M | 3,289,819 |
| Legacy Financial Group LLC | DES MOINES, IA | $45.2M | 2,274,028 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $26.6M | 1,519,108 |
| UBS Group AG | Zurich, V8 | $16.8M | 957,311 |
| Atria Investments, Inc | Charlotte, NC | $13.0M | 656,158 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $12.7M | 727,093 |
| KKM Financial LLC | CHICAGO, IL | $10.2M | 592,732 |
| CWM, LLC | OMAHA, NE | $5.5M | 315,502 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $3.3M | 189,624 |
| LPL Financial LLC | FORT MILL, SC | $2.5M | 141,679 |
| Bank of New York Mellon Corp | NEW YORK, NY | $2.4M | 121,970 |
| BREAKTHRU ADVISORY SERVICES, LLC | MUSKEGO, WI | $2.4M | 118,222 |
| Plus Group Wealth Advisors LLC | BELGIUM, WI | $2.1M | 106,862 |
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington, IN | $1.5M | 72,927 |
| Mowery & Schoenfeld Wealth Management, LLC | LINCOLNSHIRE, IL | $1.4M | 68,840 |