7 institutions reported holding $34.7M of NORTHERN LTS FD TR II (BTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beacon Capital Management, Inc. ($25.9M), RFG Advisory, LLC ($7.7M), INDEPENDENT FINANCIAL GROUP, LLC ($482,113), ENVESTNET ASSET MANAGEMENT INC ($386,564), JANE STREET GROUP, LLC ($205,752). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $25.9M | 1.0M | Hold |
| 2 | RFG Advisory, LLC | $7.7M | 298,788 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $482,113 | 18,654 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $386,564 | 14,957 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $205,752 | 7,961 | New |
| 6 | MORGAN STANLEY | $21,942 | 849 | New |
| 7 | UBS Group AG | $26 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31