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 39 institutions that hold shares in the stock, with a total of 9.37 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
6,031,140
shares
|
$305 Million
5.82% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
659,214
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
523,778
shares
|
$26.5 Million
0.27% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
502,287
shares
|
$25.4 Million
0.05% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
330,394
shares
|
$16.7 Million
12.97% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
304,328
shares
|
$15.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
281,581
shares
|
$14.3 Million
0.43% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
106,270
shares
|
$5.38 Million
2.88% of portfolio
|
Q1 2025
Reduced 38.19%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
80,731
shares
|
$4.09 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,817
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
57,555
shares
|
$2.91 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
54,496
shares
|
$2.76 Million
1.45% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
42,357
shares
|
$2.14 Million
1.03% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
37,504
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Added 663.67%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,296
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.66 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
30,474
shares
|
$1.54 Million
0.99% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
27,054
shares
|
$1.37 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,034
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,651
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
23,064
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
20,963
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,302
shares
|
$774,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
11,146
shares
|
$564,321
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
9,328
shares
|
$472,276
0.29% of portfolio
|
Q1 2025
Reduced 7.48%
|