NORTHERN LIGHTS FD TR's ticker is MRSK and the CUSIP is 66538J720. A total of 18 filers reported holding NORTHERN LIGHTS FD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,529,777 | +12.6% | 48,136 | +9.5% | 0.23% | +10.1% |
| Q1 2024 | $1,358,895 | +2.4% | 43,979 | -4.2% | 0.21% | +16.9% |
| Q4 2023 | $1,326,778 | -0.6% | 45,885 | -4.1% | 0.18% | -38.6% |
| Q3 2023 | $1,335,090 | +100282.7% | 47,854 | +4.6% | 0.29% | +35.5% |
| Q2 2023 | $1,330 | +72.1% | 45,742 | +67.3% | 0.21% | +68.5% |
| Q1 2023 | $773 | +69.1% | 27,346 | +53.7% | 0.13% | +47.7% |
| Q4 2022 | $457 | -100.0% | 17,797 | -62.8% | 0.09% | -70.3% |
| Q3 2022 | $1,335,090 | – | 47,854 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 293,197 | $9,317,798 | 0.76% |
| Orion Portfolio Solutions, LLC | 1,067,729 | $33,932,428 | 0.36% |
| OneAscent Wealth Management LLC | 15,262 | $485 | 0.25% |
| Capital Analysts, LLC | 178,155 | $5,662 | 0.25% |
| SILVER OAK SECURITIES, Inc | 48,136 | $1,529,777 | 0.23% |
| Capital Planning LLC | 13,231 | $420,481 | 0.13% |
| TOEWS CORP /ADV | 19,266 | $612,263 | 0.10% |
| Dynamic Advisor Solutions LLC | 43,086 | $1,369,273 | 0.04% |
| Cooper Financial Group | 8,412 | $267,333 | 0.04% |
| OSAIC HOLDINGS, INC. | 452,059 | $14,366,413 | 0.03% |