Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R730HCM DEFEN 500LGHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
45
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 | Howard Capital Management Inc. | 6.11M | $230.78M |
| 2 | Envestnet Asset Management Inc | 783.9K | $44.65M |
| 3 | Cetera Investment Advisers | 583.5K | $33.24M |
| 4 | Wealth Watch Advisors, Inc | 339.8K | $19.35M |
| 5 | Orion Porfolio Solutions, LLC | 276.6K | $15.76M |
| 6 | Aegis Wealth Management, Inc. | 251.1K | $14.30M |
| 7 | Lpl Financial LLC | 179.8K | $10.24M |
| 8 | Discipline Wealth Solutions, LLC | 179.5K | $10.23M |
| 9 | Lifestyle Asset Management, Inc. | 117.5K | $6.69M |
| 10 | Optivise Advisory Services LLC | 108.1K | $6.16M |