NORTHERN LTS FD TR II WEITZ CORE PLUS is a security (CUSIP 664925880) tracked across SEC portfolio filings. 19 institutional managers reported $158.2M on Form 13F as of 2026-06-30.
Showing 15 of 19 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| New Perspectives, Inc | TOUGALOO, MS | $78.4M | 3,091,982 |
| SMI Advisory Services, LLC | COLUMBUS, IN | $21.4M | 845,239 |
| Clear Trail Advisors, LLC | HOUSTON, TX | $16.3M | 643,407 |
| PFW Advisors LLC | ATLANTA, GA | $8.7M | 342,791 |
| STAPP WEALTH MANAGEMENT, PLLC | OLYMPIA, WA | $8.2M | 324,040 |
| LexAurum Advisors, LLC | OVERLAND PARK, KS | $6.4M | 252,249 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $4.7M | 185,776 |
| Sigma Planning Corp | Ann Arbor, MI | $3.3M | 129,647 |
| HighTower Advisors, LLC | CHICAGO, IL | $3.2M | 124,381 |
| RAINIER FAMILY WEALTH INC | TACOMA, WA | $2.3M | 90,298 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.5M | 58,011 |
| Global Retirement Partners, LLC | San Rafael, CA | $1.4M | 54,575 |
| TOTH FINANCIAL ADVISORY CORP | LEESBURG, VA | $578K | 22,795 |
| Trademark Financial Management, LLC | Bloomington, MN | $469K | 18,507 |
| Morey & Quinn Wealth Partners, LLC | OMAHA, NE | $421K | 16,619 |