Northern Lights Fund Tr (DFTT): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 10

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$32.24

+31.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DFTT (all 13F filers)

Envestnet Asset Management774 KWealth adviser−27 K
MML Investors Services307 KWealth adviser−2,670
Donoghue Forlines190 KType not verified−7,282
BFC Planning14 KType not verified−421
Berthel, Fisher & Company Financial Services13 KType not verified−421
Atria Investments11 KType not verified−477
World Equity Group9,459Type not verified−460
Farther Finance Advisors3,915Type not verified0
UBS Group1,191Bank or trading desk+1,136
Assetmark727Wealth adviser+727

Filer	Type
Envestnet Asset Management	Wealth adviser	774 K	−27 K	$25.0M
MML Investors Services	Wealth adviser	307 K	−2,670	$9.9M
Donoghue Forlines	Type not verified	190 K	−7,282	$6.1M
BFC Planning	Type not verified	14 K	−421	$440K
Berthel, Fisher & Company Financial Services	Type not verified	13 K	−421	$414K
Atria Investments	Type not verified	11 K	−477	$358K
World Equity Group	Type not verified	9,459	−460	$305K
Farther Finance Advisors	Type not verified	3,915	0	$126K
UBS Group	Bank or trading desk	1,191	+1,136	$38.4K
Assetmark	Wealth adviser	727	+727	$23.4K

Envestnet Asset Management
Shares
774 K
Change
−27 K
See more
Type
Wealth adviser
Value
$25.0M
MML Investors Services
Shares
307 K
Change
−2,670
See more
Type
Wealth adviser
Value
$9.9M
Donoghue Forlines
Shares
190 K
Change
−7,282
See more
Type
Type not verified
Value
$6.1M
BFC Planning
Shares
14 K
Change
−421
See more
Type
Type not verified
Value
$440K
Berthel, Fisher & Company Financial Services
Shares
13 K
Change
−421
See more
Type
Type not verified
Value
$414K
Atria Investments
Shares
11 K
Change
−477
See more
Type
Type not verified
Value
$358K
World Equity Group
Shares
9,459
Change
−460
See more
Type
Type not verified
Value
$305K
Farther Finance Advisors
Shares
3,915
Change
0
See more
Type
Type not verified
Value
$126K
UBS Group
Shares
1,191
Change
+1,136
See more
Type
Bank or trading desk
Value
$38.4K
Assetmark
Shares
727
Change
+727
See more
Type
Wealth adviser
Value
$23.4K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗