Institutional Ownership
Northern Lts Fd Tr III
CUSIP 66538R748HCM DEFND 100QQHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
53
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. | 6.80M | $305.78M |
| 2 | Envestnet Asset Management Inc | 635.7K | $44.39M |
| 3 | Cetera Investment Advisers | 495.0K | $34.57M |
| 4 | Wealth Watch Advisors, Inc | 362.0K | $25.28M |
| 5 | J.W. Cole Advisors, Inc. | 266.5K | $18.61M |
| 6 | Orion Porfolio Solutions, LLC | 262.8K | $18.35M |
| 7 | Lpl Financial LLC | 242.6K | $16.94M |
| 8 | Mckinney Capital Management, LLC | 224.9K | $15.70M |
| 9 | Aegis Wealth Management, Inc. | 224.5K | $15.68M |
| 10 | Discipline Wealth Solutions, LLC | 156.2K | $10.90M |