NOSIX — Northern Stock Index Institutional Holders · Q2 2026
Who owns Northern Stock Index (NOSIX)? 3 institutions reported holding $1.49M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($851,241), Wealthspire Advisors, LLC ($394,948), Peak Retirement Planning, Inc. ($248,498).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $851,241 | 11,403 | Hold |
| 2 | Wealthspire Advisors, LLC | $394,948 | 5,291 | New |
| 3 | Peak Retirement Planning, Inc. | $248,498 | 3,329 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30