Northern Lights Fund Tr (DUKZ): 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.

Follow DUKZ for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 17

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.62

+2.8% 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 DUKZ (all 13F filers)

Spartan Wealth Advisory Services408 KWealth adviser+3,286
VestGen Advisors333 KType not verified+15 K
Envestnet Asset Management236 KWealth adviser+42 K
Cambridge Investment Research Advisors131 KWealth adviser+101 K
Commonwealth Equity Services98 KWealth adviser+80 K
Independent Wealth Network80 KWealth adviser+80 K
Independent Financial Group65 KType not verified+15 K
Builder Investment Group40 KType not verified+40 K
Mutual Advisors31 KType not verified+8,690
Susquehanna International Group, LLP14 KBank or trading desk+14 K

Filer	Type
Spartan Wealth Advisory Services	Wealth adviser	408 K	+3,286	$10.4M
VestGen Advisors	Type not verified	333 K	+15 K	$8.5M
Envestnet Asset Management	Wealth adviser	236 K	+42 K	$6.0M
Cambridge Investment Research Advisors	Wealth adviser	131 K	+101 K	$3.4M
Commonwealth Equity Services	Wealth adviser	98 K	+80 K	$2.5M
Independent Wealth Network	Wealth adviser	80 K	+80 K	$2.0M
Independent Financial Group	Type not verified	65 K	+15 K	$1.7M
Builder Investment Group	Type not verified	40 K	+40 K	$1.0M
Mutual Advisors	Type not verified	31 K	+8,690	$793K
Susquehanna International Group, LLP	Bank or trading desk	14 K	+14 K	$350K

Spartan Wealth Advisory Services
Shares
408 K
Change
+3,286
See more
Type
Wealth adviser
Value
$10.4M
VestGen Advisors
Shares
333 K
Change
+15 K
See more
Type
Type not verified
Value
$8.5M
Envestnet Asset Management
Shares
236 K
Change
+42 K
See more
Type
Wealth adviser
Value
$6.0M
Cambridge Investment Research Advisors
Shares
131 K
Change
+101 K
See more
Type
Wealth adviser
Value
$3.4M
Commonwealth Equity Services
Shares
98 K
Change
+80 K
See more
Type
Wealth adviser
Value
$2.5M
Independent Wealth Network
Shares
80 K
Change
+80 K
See more
Type
Wealth adviser
Value
$2.0M
Independent Financial Group
Shares
65 K
Change
+15 K
See more
Type
Type not verified
Value
$1.7M
Builder Investment Group
Shares
40 K
Change
+40 K
See more
Type
Type not verified
Value
$1.0M
Mutual Advisors
Shares
31 K
Change
+8,690
See more
Type
Type not verified
Value
$793K
Susquehanna International Group, LLP
Shares
14 K
Change
+14 K
See more
Type
Bank or trading desk
Value
$350K

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 ↗