BSR NORTHERN LTS FD TR II: institutional ownership and insider trading

4 funds reported holding $34.9M of NORTHERN LTS FD TR II in their latest 13F filings; in Q2 2026 funds net sold $4.29M, with 0 new positions and 3 funds selling out.

Largest institutional holders of BSR

1. Beacon Capital Management, Inc. — $29.8M
2. RFG Advisory, LLC — $4.32M
3. INDEPENDENT FINANCIAL GROUP, LLC — $624K
4. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $123K

All BSR 13F holders