3 institutions reported holding $71.5M of NORTHERN LTS FD TR II (PRMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: RMR Wealth Builders ($68.5M), CALTON & ASSOCIATES, INC. ($3.0M), GTS SECURITIES LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RMR Wealth Builders | $68.5M | 2.4M | Added |
| 2 | CALTON & ASSOCIATES, INC. | $3.0M | 103,870 | Added |
| 3 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30