NORTHERN LIGHTS FD TR - DUKH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VestGen Advisors, LLC | History | Added to | 352,357 | 8,440 | 0.25% | 0.22% | 1 | +14,940 | 4.43% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 118,302 | 2,833 | 0.0% | 0.0% | 2 | +9,577 | 8.81% | Q2 2026 | Sep 23, 2026 |
| Independent Wealth Network Inc. | History | New | 97,115 | 2,326 | 0.59% | — | 3 | +97,115 | New | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,880 | 236 | 0.0% | 0.0% | 4 | -3,730 | -27.41% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,150 | 123 | 0.0% | 0.0% | 5 | +5,000 | 3333.33% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,812 | -100.0% | Q2 2026 | Jul 17, 2026 |