20 institutions reported holding $200.3M of NORTHERN LTS FD TR II (HDPMX) in SEC 13F filings for 2026-03-31. Largest institutional holders: New Perspectives, Inc ($72.5M), RMR Wealth Builders ($52.8M), SMI Advisory Services, LLC ($20.6M), Clear Trail Advisors, LLC ($14.7M), PFW Advisors LLC ($8.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | New Perspectives, Inc | $72.5M | 2.9M | Added |
| 2 | RMR Wealth Builders | $52.8M | 2.3M | Added |
| 3 | SMI Advisory Services, LLC | $20.6M | 814,050 | Added |
| 4 | Clear Trail Advisors, LLC | $14.7M | 582,927 | New |
| 5 | PFW Advisors LLC | $8.4M | 332,721 | New |
| 6 | STAPP WEALTH MANAGEMENT, PLLC | $8.1M | 321,115 | New |
| 7 | LexAurum Advisors, LLC | $4.9M | 192,909 | New |
| 8 | Farther Finance Advisors, LLC | $4.6M | 180,476 | Trimmed |
| 9 | Sigma Planning Corp | $3.3M | 129,647 | Added |
| 10 | RAINIER FAMILY WEALTH INC | $2.1M | 83,519 | Added |
| 11 | CALTON & ASSOCIATES, INC. | $2.0M | 84,198 | Added |
| 12 | HighTower Advisors, LLC | $1.6M | 62,945 | New |
| 13 | GOLDMAN SACHS GROUP INC | $1.5M | 58,011 | Added |
| 14 | CITADEL ADVISORS LLC | $1.4M | 55,840 | Added |
| 15 | TOTH FINANCIAL ADVISORY CORP | $359,397 | 14,211 | Added |
| 16 | GTS SECURITIES LLC | $352,665 | 15,066 | Trimmed |
| 17 | Trademark Financial Management, LLC | $331,147 | 13,094 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $322,400 | 12,748 | Added |
| 19 | JANE STREET GROUP, LLC | $254,192 | 10,186 | Trimmed |
| 20 | Brookwood Investment Group LLC | $234,110 | 9,257 | New |
Source: SEC Form 13F filings · as of 2026-03-31