Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R722CP HIGH YILD TRDHYTRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
22
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 9.84M | $209.45M |
| 2 | Concurrent Investment Advisors, LLC | 196.1K | $4.18M |
| 3 | F/M Investments LLC | 166.2K | $3.54M |
| 4 | Integrated Wealth Concepts LLC | 132.5K | $2.82M |
| 5 | Counterpoint Mutual Funds LLC | 131.6K | $2.80M |
| 6 | Jpmorgan Chase & Co | 119.8K | $2.55M |
| 7 | Osaic Holdings, Inc. | 82.7K | $1.76M |
| 8 | Accurate Wealth Management, LLC | 49.8K | $1.07M |
| 9 | Citadel Advisors LLC | 44.3K | $942.8K |
| 10 | Cetera Investment Advisers | 43.0K | $915.2K |