Institutional Ownership Northern Lts Fd Tr Iii Hcm Def (QQH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (QQH). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $839 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
6,201,689
shares
|
$495 Million
5.42% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
665,752
shares
|
$53.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
560,749
shares
|
$44.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
549,397
shares
|
$43.8 Million
0.35% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
509,411
shares
|
$40.6 Million
0.06% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
490,109
shares
|
$39.1 Million
0.31% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
347,604
shares
|
$27.7 Million
13.59% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
273,925
shares
|
$21.9 Million
0.41% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
200,169
shares
|
$16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
118,743
shares
|
$9.47 Million
5.39% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
72,714
shares
|
$5.8 Million
1.9% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
52,661
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,221
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
40,181
shares
|
$3.21 Million
0.87% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
39,662
shares
|
$3.16 Million
0.19% of portfolio
|
Q3 2025
Reduced 50.85%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
31,795
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,063
shares
|
$2.48 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,773
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,273
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
26,231
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 768.86%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,237
shares
|
$2.01 Million
0.45% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
24,403
shares
|
$1.95 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21,987
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
18,606
shares
|
$1.48 Million
1.5% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
18,345
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.23%
|