# NORTHERN LTS FD TR II ESSENTIAL 40 STO

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.

## Summary

- Issuer: NORTHERN LTS FD TR II
- Class: ESSENTIAL 40 STO
- CUSIP: 664925708
- 13F holders: 30
- 13F value: $210.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 30 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Sanctuary Advisors, LLC](https://search.stillhousedata.com/firm/226606) | INDIANAPOLIS, IN | $57.6M | 3,289,819 |
| [Legacy Financial Group LLC](https://search.stillhousedata.com/firm/154927) | 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](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $13.0M | 656,158 |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | MADISON, WI | $12.7M | 727,093 |
| [KKM Financial LLC](https://search.stillhousedata.com/firm/2381153) | CHICAGO, IL | $10.2M | 592,732 |
| CWM, LLC | OMAHA, NE | $5.5M | 315,502 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $3.3M | 189,624 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $2.5M | 141,679 |
| Bank of New York Mellon Corp | NEW YORK, NY | $2.4M | 121,970 |
| [BREAKTHRU ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/332173) | MUSKEGO, WI | $2.4M | 118,222 |
| [Plus Group Wealth Advisors LLC](https://search.stillhousedata.com/firm/300714) | BELGIUM, WI | $2.1M | 106,862 |
| [Comprehensive Financial Consultants Institutional, Inc.](https://search.stillhousedata.com/firm/128257) | Bloomington, IN | $1.5M | 72,927 |
| [Mowery & Schoenfeld Wealth Management, LLC](https://search.stillhousedata.com/firm/118366) | LINCOLNSHIRE, IL | $1.4M | 68,840 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/664925708.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.