FFLS

NORTHERN LTS FD TR II

Institutional Ownership · Q4 2025

Filing: Q4 2025

NORTHERN LTS FD TR II (FFLS) is held by 16 institutional investors with combined holdings of $233M. Major holders include One Capital Management, L, Beacon Capital Management, CALTON & ASSOCIATES, INC..

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Institutional Holders

Total Value

$233.2M

Ownership %

—

🏦 Top Institutional Holders

One Capital Management, LLC

4.0M shares

$112.5M

Beacon Capital Management, Inc.

2.0M shares

$54.0M

CALTON & ASSOCIATES, INC.

1.0M shares

$30.1M

Waverly Advisors, LLC

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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