BTR — Northern Lts Fd Tr II Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr II (BTR)? 7 institutions reported holding $32.48M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Beacon Capital Management, Inc. ($27.7M), RFG Advisory, LLC ($4.2M), Independent Financial Group, LLC ($532,291).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $27.7M | 1.0M | Hold |
| 2 | RFG Advisory, LLC | $4.2M | 152,121 | Trimmed |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $532,291 | 19,250 | Added |
| 4 | MORGAN STANLEY | $1,023 | 37 | Trimmed |
| 5 | UBS Group AG | $28 | 1 | Hold |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30