Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R532SWAN ENHAN DIVIDSCLZQ1 2026
Institutional Holders
8
13F filers
Shares Held
172.2K
Aggregate institutional
Institutional Value
$7.96M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased5
Decreased2
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 75.7K | $3.92M | +9.0K | Added |
| 2 | Swan Global Investments, LLC | 24.3K | $1.26M | −847 | Reduced |
| 3 | Camarda Financial Advisors, LLC | 23.0K | $1.19M | +1 | Added |
| 4 | Jane Street Group, LLC | 21.2K | $1.10M | +4.8K | Added |
| 5 | Kestra Advisory Services, LLC | 5.4K | $281.7K | +180 | Added |
| 6 | Morgan Stanley | 2.4K | $123.8K | 0 | Held |
| 7 | Osaic Holdings, Inc. | 1.7K | $88.4K | +1.6K | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | 18.4K | $949 | −3.1K | Reduced |