Northern Lights Fd Tr (MRSK) Hedge Fund Ownership (Q2 2026)

Northern Lights Fd Tr (MRSK)

50 + Investors. Track Smart Money conviction in MRSK. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MRSK

Based on 50 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

50 hedge funds hold MRSK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 53% buying

25 buying22 selling

Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 7 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 34% new

■ 32% conviction (2yr+) ■ 34% medium ■ 34% new

Of the 50 current holders: 16 (32%) held >2 years, 17 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~9 new funds/quarter

13 → 6 → 7 → 10 → 9 new funds/Q

New funds entering each quarter: 6 → 7 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 26% veterans, 52% new entrants

■ 26% veterans ■ 22% 1-2yr ■ 52% new

Of 50 current holders: 13 (26%) held 2+ years, 11 held 1–2 years, 26 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

6 of 50 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	50	50	-
13F Shares	6M	7M	-9.44%
Total Value	$239M	$242M	-1.35%
New Positions	9	10	-1
Increased Positions	16	19	-3
Closed Positions	9	4	+5
Reduced Positions	13	15	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

-9.44%

Total Value

$239M

$242M

-1.35%

New Positions

-1

Increased Positions

-3

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRSK. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MRSK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HFG Wealth Management, LLC	6.24%	160,726	$6.2M
2	Visionary Horizons, LLC	3.39%	210,051	$8.1M
3	Rps Advisory Solutions LLC	2.27%	89,078	$3.4M
4	RPg Family Wealth Advisory, LLC	1.88%	235,026	$9.1M
5	Strategic Equity Management	0.96%	74,066	$2.9M
6	Toews Corp /Adv	0.77%	135,882	$5.2M
7	Orion Porfolio Solutions, LLC	0.54%	1,839,780	$71.0M
8	Saxony Capital Management, LLC	0.54%	30,290	$1.2M
9	Silver Grove Financial Group, Inc.	0.24%	11,250	$434K
10	Ausdal Financial Partners, Inc.	0.23%	150,605	$5.8M
11	Moneywise, INC.	0.20%	14,188	$548K
12	CFS Investment Advisory Services, LLC	0.18%	68,996	$2.7M
13	Gwn Securities INC.	0.15%	22,684	$876K
14	Capital Planning LLC	0.12%	11,069	$427K
15	Smallwood Wealth Investment Management, LLC	0.11%	6,757	$261K
16	TCP Asset Management, LLC	0.11%	24,452	$944K
17	CreativeOne Wealth, LLC	0.08%	101,434	$3.9M
18	Dynamic Advisor Solutions LLC	0.06%	56,344	$2.2M
19	Evolution Wealth Management INC.	0.05%	2,127	$82K
20	SeaCrest Wealth Management, LLC	0.03%	7,103	$274K
21	Osaic Holdings, INC.	0.02%	545,429	$21.1M
22	Kestra Private Wealth Services, LLC	0.02%	53,357	$2.1M
23	Silver Oak Securities, Incorporated	0.02%	9,144	$353K
24	LPL Financial LLC	0.02%	2,104,137	$81.2M
25	Gts Securities LLC	0.01%	14,655	$566K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Northern Lights Fd Tr (MRSK)

What does the Smart Money Trend signal show for MRSK?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MRSK?

Slight buying edge — 53% buying: Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MRSK holders?

Strong quality — 36% AUM from major funds: 6 of 50 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MRSK?

Mixed — 32% long-term, 34% new: Of the 50 current holders: 16 (32%) held >2 years, 17 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Northern Lights Fd Tr (MRSK)

Smart Money Signals — MRSK

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +35% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~9 new funds per quarter

Mixed — 32% long-term, 34% new

Steady discovery — ~9 new funds/quarter

Mixed cohorts — 26% veterans, 52% new entrants

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — MRSK

Hedge Fund Ownership: MRSK

Market Analysis: MRSK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MRSK

Hedge Fund Positioning: MRSK

Statistics: MRSK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Northern Lights Fd Tr (MRSK)

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