Institutional Ownership Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (LGH). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
6,245,336
shares
|
$381 Million
4.32% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
813,392
shares
|
$49.6 Million
0.02% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
639,581
shares
|
$39 Million
0.05% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
592,003
shares
|
$36.1 Million
0.31% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
523,778
shares
|
$32 Million
0.27% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
396,837
shares
|
$24.2 Million
0.48% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
324,239
shares
|
$19.8 Million
8.07% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
260,211
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
144,566
shares
|
$8.82 Million
5.19% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
106,225
shares
|
$6.48 Million
5.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
101,664
shares
|
$6.2 Million
0.0% of portfolio
|
Q3 2025
Added 66.75%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
86,638
shares
|
$5.28 Million
1.79% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
49,120
shares
|
$3 Million
0.19% of portfolio
|
Q3 2025
Reduced 50.81%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
47,327
shares
|
$2.89 Million
0.81% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,030
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
33,766
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$2 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
29,199
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
27,235
shares
|
$1.66 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,884
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
25,534
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,969
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
21,151
shares
|
$1.29 Million
1.35% of portfolio
|
Q3 2025
Reduced 20.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
19,153
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
16,555
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|