Who Owns NORTHERN LTS FD TR II (WCPB)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $165.3M of NORTHERN LTS FD TR II (WCPB) in SEC 13F filings for 2026-06-30. Largest institutional holders: New Perspectives, Inc ($78.4M), SMI Advisory Services, LLC ($21.4M), Clear Trail Advisors, LLC ($16.3M), PFW Advisors LLC ($8.7M), STAPP WEALTH MANAGEMENT, PLLC ($8.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	New Perspectives, Inc	$78.4M	3.1M	Added
2	SMI Advisory Services, LLC	$21.4M	845,239	Added
3	Clear Trail Advisors, LLC	$16.3M	643,407	Added
4	PFW Advisors LLC	$8.7M	342,791	Added
5	STAPP WEALTH MANAGEMENT, PLLC	$8.2M	324,040	Added
6	LexAurum Advisors, LLC	$6.4M	252,249	Added
7	Integrated Wealth Concepts LLC	$5.2M	205,416	New
8	Farther Finance Advisors, LLC	$4.7M	185,776	Added
9	HighTower Advisors, LLC	$3.2M	124,381	Added
10	Sigma Planning Corp	$3.1M	120,884	Trimmed
11	NewEdge Advisors, LLC	$2.7M	106,048	New
12	RAINIER FAMILY WEALTH INC	$2.3M	90,298	Added
13	Global Retirement Partners, LLC	$1.4M	54,575	New
14	TOTH FINANCIAL ADVISORY CORP	$577,844	22,795	Added
15	CITADEL ADVISORS LLC	$529,967	20,906	New
16	Trademark Financial Management, LLC	$469,152	18,507	Added
17	Morey & Quinn Wealth Partners, LLC	$421,292	16,619	New
18	COMMONWEALTH EQUITY SERVICES, LLC	$374,980	14,792	Added
19	AVISO WEALTH MANAGEMENT	$335,583	13,238	New
20	Brookwood Investment Group LLC	$305,645	12,057	Added
21	FLOW TRADERS U.S. LLC	$298,000	11,760	New
22	EASTERN BANK	$50,700	2,000	New
23	UBS Group AG	$20,635	814	New
24	GOLDMAN SACHS GROUP INC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30