NORTHERN LIGHTS FD TR (DFTT)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
9
Reporting holders
$41.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $25.0M | 774,120 | 0.01% | 3q | -3.3%-$854.9K |
| MML INVESTORS SERVICES, LLC | $9.9M | 306,817 | 0.02% | 3q | -0.9%-$86.1K |
| Donoghue Forlines LLC | $6.1M | 189,758 | 1.58% | 3q | -3.7%-$234.8K |
| Atria Investments, Inc | $358.4K | 11,118 | 0.00% | 2q | -4.1%-$15.4K |
| WORLD EQUITY GROUP, INC. | $304.9K | 9,459 | 0.07% | 2q | -4.6%-$14.8K |
| Farther Finance Advisors, LLC | $126.2K | 3,915 | 0.00% | 2q | HELD |
| UBS Group AG | $38.4K | 1,191 | 0.00% | 3q | +2065.5%+$36.6K |
| Wellington Grp LLC | $35.6K | 1,455 | 0.01% | 2q | HELD |
| ASSETMARK, INC | $23.4K | 727 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $41.9M | 1,298,560 | 1 | 1 | 5 | 0.0% |
| Q1 2026 | 9 | $32.9M | 1,344,946 | 5 | 3 | 1 | 0.0% |
| Q4 2025 | 5 | $15.8M | 631,496 | 5 | 0 | 0 | 0.0% |