7 institutions reported holding $30.6M of NORTHERN LTS FD TR II (PSTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: CALTON & ASSOCIATES, INC. ($29.2M), Mosley Wealth Management ($1.1M), GTS SECURITIES LLC ($281,440), JONES FINANCIAL COMPANIES LLLP ($41,181), UBS Group AG ($2,804). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CALTON & ASSOCIATES, INC. | $29.2M | 1.0M | Trimmed |
| 2 | Mosley Wealth Management | $1.1M | 37,950 | Trimmed |
| 3 | GTS SECURITIES LLC | $281,440 | 10,036 | New |
| 4 | JONES FINANCIAL COMPANIES LLLP | $41,181 | 1,500 | New |
| 5 | UBS Group AG | $2,804 | 100 | New |
| 6 | FMR LLC | $28 | 1 | New |
| 7 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31