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 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $587 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
6,031,775
shares
|
$342 Million
4.2% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
747,394
shares
|
$42.4 Million
0.01% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
593,424
shares
|
$33.7 Million
0.06% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
566,650
shares
|
$32.1 Million
0.04% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
523,778
shares
|
$29.7 Million
0.27% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
381,921
shares
|
$21.7 Million
0.45% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
327,224
shares
|
$18.6 Million
10.3% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
227,926
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
147,981
shares
|
$8.39 Million
4.12% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
106,125
shares
|
$6.02 Million
4.82% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
99,854
shares
|
$5.66 Million
0.24% of portfolio
|
Q2 2025
Added 73.49%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
75,999
shares
|
$4.31 Million
1.93% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
60,969
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
41,754
shares
|
$2.37 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,030
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
33,048
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.86 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
32,844
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
32,098
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
30,815
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 414.87%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
29,269
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 63.75%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
27,379
shares
|
$1.55 Million
0.92% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
26,640
shares
|
$1.51 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
26,619
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
25,212
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.71%
|