# NORTHERN LIGHTS FD TR (DUKH)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DUKH/

- Reporting holders: 6
- Reported value: $16.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VestGen Advisors, LLC](https://holderbook.com/funds/2050130-vestgen-advisors-llc/) | $8.4M | 352,357 | 0.2% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $5.7M | 236,604 | 0.0% | 7 |
| [Independent Wealth Network Inc.](https://holderbook.com/funds/1891240-independent-wealth-network-inc/) | $2.3M | 97,115 | 0.6% | 1 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $236.2K | 9,880 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $123.4K | 5,150 | 0.0% | 6 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $24.0K | 1,000 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $16.8M |
| Q1 2026 | 6 | $11.1M |
| Q4 2025 | 5 | $3.5M |
| Q3 2025 | 6 | $2.4M |
| Q2 2025 | 6 | $2.4M |
| Q1 2025 | 4 | $3.1M |
| Q4 2024 | 3 | $1.8M |
| Q3 2024 | 2 | $668.4K |
| Q3 2021 | 3 | $7.9M |
| Q2 2021 | 4 | $8.2M |
| Q1 2021 | 4 | $8.0M |
| Q4 2020 | 4 | $8.3M |