WCPB — Northern Lts Fd Tr II Institutional Holders · Q3 2026
Who owns Northern Lts Fd Tr II (WCPB)? 4 institutions reported holding $14.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: PFW Advisors LLC ($8.5M), Farther Finance Advisors, LLC ($5.0M), Toth Financial Advisory Corp ($779,059).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PFW Advisors LLC | $8.5M | 352,818 | Added |
| 2 | Farther Finance Advisors, LLC | $5.0M | 204,500 | Added |
| 3 | TOTH FINANCIAL ADVISORY CORP | $779,059 | 32,173 | Added |
| 4 | EASTERN BANK | $72,645 | 3,000 | Added |
Source: SEC Form 13F filings · as of 2026-09-30