NORTHERN STOCK INDEX

NOSIX

Institutions

Combined AUM (Q2 2026)

$1.5M

Combined Shares (Q2 2026)

20,023

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+5,291

1 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-56

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+5,235

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$1.5M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Williams Jones Wealth Management, LLC.	0.01%	0.01%	#2	$851,241	11,403	$741,201	11,403	00.00%	Unchanged
Wealthspire Advisors, LLC	<0.01%	—	#3	$394,948	5,291	$0	0	+5,291	New Buy
Peak Retirement Planning, Inc.	0.04%	0.04%	#1	$248,498	3,329	$216,375	3,329	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow