HolderBook

NORTHERN LIGHTS FD TR (DUKX)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

2
Reporting holders
$958.0K
Reported value
0.0%
Held as options
+1
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

FilerValueShares Their book Held Change
MML INVESTORS SERVICES, LLC$754.4K26,5010.00%4q-1.4%-$10.7K
J2 Capital Management Inc$203.5K7,1500.14%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20262$958.0K33,6511010.0%
Q1 20261$718.5K26,8760000.0%
Q4 20253$969.7K37,3430110.0%
Q3 20253$960.6K37,6091010.0%
Q2 20252$251.5K10,5100020.0%
Q1 20253$778.2K32,9610210.0%
Q4 20243$558.7K23,2542100.0%
Q3 20241$2.6K1001000.0%