7 institutions reported holding $37.9M of NORTHERN LTS FD TR II (BSR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beacon Capital Management, Inc. ($28.9M), RFG Advisory, LLC ($7.9M), INDEPENDENT FINANCIAL GROUP, LLC ($563,223), ENVESTNET ASSET MANAGEMENT INC ($377,167), JANE STREET GROUP, LLC ($216,124). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $28.9M | 975,994 | Hold |
| 2 | RFG Advisory, LLC | $7.9M | 267,718 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $563,223 | 19,050 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $377,167 | 12,757 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $216,124 | 7,310 | New |
| 6 | UBS Group AG | $3,696 | 125 | Hold |
| 7 | MORGAN STANLEY | $680 | 23 | New |
Source: SEC Form 13F filings · as of 2026-03-31