Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R540COUNTERPOINT QUACPAIQ1 2026
Institutional Holders
33
13F filers
Shares Held
3.98M
Aggregate institutional
Institutional Value
$167.42M
Q1 2026
Net New Holders
+5
9 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased21
Decreased3
Sold out4
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Counterpoint Mutual Funds LLC | 1.55M | $64.76M | +78.5K | Added |
| 2 | Raymond James Financial Inc | 377.6K | $15.78M | +263.5K | Added |
| 3 | U.S. Capital Wealth Advisors, LLC | 361.8K | $15.12M | +152.1K | Added |
| 4 | Lpl Financial LLC | 252.2K | $10.54M | +153.3K | Added |
| 5 | Nilsine Partners, LLC | 221.6K | $10.27M | +166.3K | Added |
| 6 | Insigneo Advisory Services, LLC | 209.4K | $8.75M | +152.1K | Added |
| 7 | Osaic Holdings, Inc. | 123.2K | $5.15M | +7.3K | Added |
| 8 | Independent Financial Group, LLC | 120.4K | $5.03M | +14.8K | Added |
| 9 | Cetera Investment Advisers | 107.9K | $4.51M | +42.6K | Added |
| 10 | Inscription Capital, LLC | 99.6K | $4.16M | +62.1K | Added |
23 more institutional holders on Premium
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