Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Northern Lights Fund Trust - Toews Agility Shares Dynamic Tactical Income ETF include CFS Investment Advisory Services, LLC, and Gwn Securities Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 169,410 | 4.56 | 3,801 | 6.86 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32,802 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 55,241 | 295.68 | 1,239 | 304.90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 336 | 425.00 | 8 | 600.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18,440 | 414 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 945,357 | 11.37 | 20,751 | 8.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,288 | 19.43 | 276 | 22.22 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9,822 | 221 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1,030,426 | 9.00 | 23,117 | 11.40 |
