Northern Stock Index FundNOSIX

13F holders, Q2 2026 (June 30)
3holders
1new positions
0sold out
$74.65avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Northern Stock Index Fund (NOSIX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($851K), Wealthspire Advisors, LLC ($395K) and Peak Retirement Planning, Inc. ($248K).

Company
Northern Stock Index Fund
CUSIP
665162772
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$395K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 5,291 shares bought, net +5,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Williams Jones Wealth Management, LLC. 0.01% No change 11,403 $851K
Wealthspire Advisors, LLC 0.00% New 5,291 $395K
Peak Retirement Planning, Inc. 0.04% No change 3,329 $248K

"% of holder's portfolio" is NOSIX's weight in each manager's 13F, not the share of Northern Stock Index Fund the manager owns.