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 46 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10,152
shares
|
$619,272
0.03% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,102
shares
|
$433,222
0.0% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,679
shares
|
$407,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
5,894
shares
|
$359,534
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,311
shares
|
$323,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,104
shares
|
$311,344
0.14% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
4,390
shares
|
$267,790
0.15% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,249
shares
|
$259,189
0.0% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,018
shares
|
$245,098
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,817
shares
|
$232,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,613
shares
|
$220,393
0.0% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,590
shares
|
$157,990
0.0% of portfolio
|
Q3 2025
Reduced 53.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,144
shares
|
$69,784
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
835
shares
|
$50,935
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
571
shares
|
$34,831
0.0% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
568
shares
|
$34,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
496
shares
|
$30,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
373
shares
|
$22,753
0.0% of portfolio
|
Q2 2024
Reduced 27.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$12,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2025
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
|
|