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 42 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
6,334,157
shares
|
$383 Million
7.4% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
593,813
shares
|
$35.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
525,809
shares
|
$31.8 Million
0.01% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
490,109
shares
|
$29.6 Million
0.31% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
447,427
shares
|
$27 Million
0.05% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
348,883
shares
|
$21.1 Million
16.58% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
202,975
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
185,289
shares
|
$11.2 Million
0.34% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
86,726
shares
|
$5.24 Million
2.85% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
60,623
shares
|
$3.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,221
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
47,345
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
46,377
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
45,771
shares
|
$2.77 Million
1.47% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
37,715
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
36,239
shares
|
$2.19 Million
1.07% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
35,508
shares
|
$2.15 Million
0.17% of portfolio
|
Q1 2025
Added 267.58%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,063
shares
|
$1.88 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,499
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
27,190
shares
|
$1.64 Million
1.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,402
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 2078.38%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
24,266
shares
|
$1.47 Million
0.37% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
23,582
shares
|
$1.43 Million
2.21% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
22,476
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
19,978
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|