21 institutions reported holding $87.6M of NORTHERN LIGHTS FD TR (THY) in SEC 13F filings for 2026-06-30. Largest institutional holders: TCP Asset Management, LLC ($48.0M), Orion Porfolio Solutions, LLC ($20.2M), RPg Family Wealth Advisory, LLC ($7.6M), Ausdal Financial Partners, Inc. ($2.8M), RPS ADVISORY SOLUTIONS LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TCP Asset Management, LLC | $48.0M | 2.2M | Added |
| 2 | Orion Porfolio Solutions, LLC | $20.2M | 921,919 | Trimmed |
| 3 | RPg Family Wealth Advisory, LLC | $7.6M | 347,217 | Added |
| 4 | Ausdal Financial Partners, Inc. | $2.8M | 128,480 | Added |
| 5 | RPS ADVISORY SOLUTIONS LLC | $2.4M | 108,281 | Trimmed |
| 6 | Saxony Capital Management, LLC | $1.4M | 62,498 | New |
| 7 | CFS Investment Advisory Services, LLC | $1.3M | 59,371 | Added |
| 8 | LPL Financial LLC | $1.2M | 55,963 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.2M | 52,953 | Added |
| 10 | Geneos Wealth Management Inc. | $586,750 | 26,829 | Added |
| 11 | GTS SECURITIES LLC | $459,862 | 21,029 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $226,000 | 10,352 | Trimmed |
| 13 | Silver Grove Financial Group, Inc. | $180,977 | 8,276 | New |
| 14 | TOEWS CORP /ADV | $70,332 | 3,216 | New |
| 15 | MORGAN STANLEY | $49,230 | 2,251 | Added |
| 16 | HARBOUR INVESTMENTS, INC. | $12,027 | 550 | Hold |
| 17 | IFP Advisors, Inc | $11,524 | 527 | Hold |
| 18 | Continuum Advisory, LLC | $7,741 | 354 | New |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | ASSETMARK, INC | $0 | 0 | Exited |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30