WCPB

NORTHERN LTS FD TR II

Institutional Ownership · Q4 2025

Filing: Q4 2025

NORTHERN LTS FD TR II (WCPB) is held by 29 institutional investors with combined holdings of $312M. Major holders include New Perspectives, Inc, Sanctuary Advisors, LLC, RMR Wealth Builders.

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Institutional Holders

Total Value

$311.7M

Ownership %

—

🏦 Top Institutional Holders

New Perspectives, Inc

2.8M shares

$71.0M

Sanctuary Advisors, LLC

Legacy Financial Group LLC

1.9M shares

$34.4M

BREAKTHRU ADVISORY SERVICES, LLC

1.3M shares

$21.8M

📊 Financials

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

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