Northern Stock Index FundNOSIX
13F holders, Q1 2026 (March 31)3holders +2
2new positions
0sold out
$65.00avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Northern Stock Index Fund (NOSIX) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($741K), Peak Retirement Planning, Inc. ($216K) and McIlrath & Eck, LLC ($4K).
- Company
- Northern Stock Index Fund
- CUSIP
- 665162772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $220K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 3,385 shares bought, net +3,385 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 | $741K |
| Peak Retirement Planning, Inc. | 0.04% | New | 3,329 | $216K |
| McIlrath & Eck, LLC | 0.00% | New | 56 | $4K |
"% of holder's portfolio" is NOSIX's weight in each manager's 13F, not the share of Northern Stock Index Fund the manager owns.