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 35 institutions that hold shares in the stock, with a total of 8.93 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
6,071,955
shares
|
$288 Million
4.2% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
659,214
shares
|
$31.2 Million
0.01% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
502,287
shares
|
$23.8 Million
0.05% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
462,088
shares
|
$21.9 Million
0.25% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
304,328
shares
|
$14.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
281,581
shares
|
$13.3 Million
0.43% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
106,270
shares
|
$5.03 Million
2.88% of portfolio
|
Q1 2025
Reduced 38.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
58,429
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
57,555
shares
|
$2.73 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
54,496
shares
|
$2.58 Million
1.45% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
42,357
shares
|
$2.01 Million
1.03% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
37,504
shares
|
$1.78 Million
0.15% of portfolio
|
Q1 2025
Added 663.67%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,433
shares
|
$1.58 Million
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.56 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
30,474
shares
|
$1.44 Million
1.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,385
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
27,054
shares
|
$1.28 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,034
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,651
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
23,064
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
22,256
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
9,328
shares
|
$441,774
0.29% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,888
shares
|
$373,575
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,945
shares
|
$328,915
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,524
shares
|
$261,616
0.16% of portfolio
|
Q4 2024
New holding
|