Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R730HCM DEFEN 500LGHQ1 2026
Institutional Holders
45
13F filers
Shares Held
9.73M
Aggregate institutional
Institutional Value
$420.10M
Q1 2026
Net New Holders
-4
5 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased15
Decreased18
Sold out9
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 6.11M | $230.78M | −72.8K | Reduced |
| 2 | Envestnet Asset Management Inc | 783.9K | $44.65M | +27.1K | Added |
| 3 | Cetera Investment Advisers | 583.5K | $33.24M | −5.4K | Reduced |
| 4 | Wealth Watch Advisors, Inc | 339.8K | $19.35M | +10.9K | Added |
| 5 | Orion Porfolio Solutions, LLC | 276.6K | $15.76M | −287.8K | Reduced |
| 6 | Aegis Wealth Management, Inc. | 251.1K | $14.30M | +14.1K | Added |
| 7 | Lpl Financial LLC | 179.8K | $10.24M | +70.0K | Added |
| 8 | Discipline Wealth Solutions, LLC | 179.5K | $10.23M | +115.6K | Added |
| 9 | Lifestyle Asset Management, Inc. | 117.5K | $6.69M | +32.9K | Added |
| 10 | Optivise Advisory Services LLC | 108.1K | $6.16M | −3.4K | Reduced |
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