10 institutions reported holding $22.4M of NORTHERN LTS FD TR II (ESN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atria Investments, Inc ($13.0M), BREAKTHRU ADVISORY SERVICES, LLC ($2.4M), Plus Group Wealth Advisors LLC ($2.1M), Comprehensive Financial Consultants Institutional, Inc. ($1.5M), Quantum Private Wealth, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Atria Investments, Inc | $13.0M | 656,158 | Added |
| 2 | BREAKTHRU ADVISORY SERVICES, LLC | $2.4M | 118,222 | Trimmed |
| 3 | Plus Group Wealth Advisors LLC | $2.1M | 106,862 | New |
| 4 | Comprehensive Financial Consultants Institutional, Inc. | $1.5M | 72,927 | New |
| 5 | Quantum Private Wealth, LLC | $1.3M | 63,238 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 58,995 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $776,852 | 39,070 | New |
| 8 | Global View Capital Management LLC | $220,071 | 11,068 | New |
| 9 | Farther Finance Advisors, LLC | $35,790 | 1,800 | Hold |
| 10 | Bruce G. Allen Investments, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30