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 41 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
16,590
shares
|
$944,634
0.07% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,484
shares
|
$596,958
0.03% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,929
shares
|
$337,597
0.0% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,624
shares
|
$320,230
0.0% of portfolio
|
Q2 2025
Reduced 81.75%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,231
shares
|
$297,853
0.15% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,901
shares
|
$279,062
0.0% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
4,890
shares
|
$278,436
0.16% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,600
shares
|
$261,924
0.0% of portfolio
|
Q2 2025
Reduced 41.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,817
shares
|
$217,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,381
shares
|
$78,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,144
shares
|
$65,139
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
736
shares
|
$41,907
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
571
shares
|
$32,512
0.0% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
373
shares
|
$21,238
0.0% of portfolio
|
Q2 2024
Reduced 27.99%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$11,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|