Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R748HCM DEFND 100QQHQ1 2026
Institutional Holders
53
13F filers
Shares Held
10.82M
Aggregate institutional
Institutional Value
$553.40M
Q1 2026
Net New Holders
-3
7 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased21
Decreased19
Sold out10
Institutional Holders
53 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 6.80M | $305.78M | +306.7K | Added |
| 2 | Envestnet Asset Management Inc | 635.7K | $44.39M | +32.1K | Added |
| 3 | Cetera Investment Advisers | 495.0K | $34.57M | −3.7K | Reduced |
| 4 | Wealth Watch Advisors, Inc | 362.0K | $25.28M | +14.7K | Added |
| 5 | J.W. Cole Advisors, Inc. | 266.5K | $18.61M | −15.1K | Reduced |
| 6 | Orion Porfolio Solutions, LLC | 262.8K | $18.35M | −268.6K | Reduced |
| 7 | Lpl Financial LLC | 242.6K | $16.94M | −22.8K | Reduced |
| 8 | Mckinney Capital Management, LLC | 224.9K | $15.70M | +224.9K | First Filing |
| 9 | Aegis Wealth Management, Inc. | 224.5K | $15.68M | +12.7K | Added |
| 10 | Discipline Wealth Solutions, LLC | 156.2K | $10.90M | +102.8K | Added |
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