6 institutions reported holding $46.5M of NORTHERN LTS FD TR II (PSTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: CALTON & ASSOCIATES, INC. ($26.2M), Mosley Wealth Management ($20.3M), GTS SECURITIES LLC ($0), UBS Group AG ($0), FMR LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CALTON & ASSOCIATES, INC. | $26.2M | 859,824 | Trimmed |
| 2 | Mosley Wealth Management | $20.3M | 665,829 | Added |
| 3 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 4 | UBS Group AG | $0 | 0 | Exited |
| 5 | FMR LLC | $0 | 0 | Exited |
| 6 | JONES FINANCIAL COMPANIES LLLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30