Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R722CP HIGH YILD TRDHYTRQ1 2026
Institutional Holders
22
13F filers
Shares Held
10.94M
Aggregate institutional
Institutional Value
$232.84M
Q1 2026
Net New Holders
+8
10 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased8
Decreased3
Sold out2
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 9.84M | $209.45M | +941.1K | Added |
| 2 | Concurrent Investment Advisors, LLC | 196.1K | $4.18M | −2.2K | Reduced |
| 3 | F/M Investments LLC | 166.2K | $3.54M | +166.2K | New |
| 4 | Integrated Wealth Concepts LLC | 132.5K | $2.82M | +132.5K | New |
| 5 | Counterpoint Mutual Funds LLC | 131.6K | $2.80M | +11.4K | Added |
| 6 | Jpmorgan Chase & Co | 119.8K | $2.55M | −11.8K | Reduced |
| 7 | Osaic Holdings, Inc. | 82.7K | $1.76M | −558 | Reduced |
| 8 | Accurate Wealth Management, LLC | 49.8K | $1.07M | +35.1K | Added |
| 9 | Citadel Advisors LLC | 44.3K | $942.8K | +17.0K | Added |
| 10 | Cetera Investment Advisers | 43.0K | $915.2K | +1.3K | Added |
12 more institutional holders on Premium
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