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 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
| 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
|
$291 Million
4.2% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
587,367
shares
|
$28.2 Million
0.01% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
462,088
shares
|
$22.2 Million
0.25% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
417,666
shares
|
$20 Million
0.05% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
309,580
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
236,068
shares
|
$11.3 Million
0.51% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
171,932
shares
|
$8.25 Million
4.82% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
58,429
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
57,555
shares
|
$2.76 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
54,496
shares
|
$2.62 Million
1.45% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
47,587
shares
|
$2.28 Million
1.2% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,433
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.58 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
30,474
shares
|
$1.46 Million
1.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,385
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
27,054
shares
|
$1.3 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
26,427
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
24,971
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
23,064
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
22,256
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,082
shares
|
$483,936
0.32% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,894
shares
|
$378,912
0.01% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,945
shares
|
$333,360
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,524
shares
|
$265,152
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,053
shares
|
$242,544
0.0% of portfolio
|
Q4 2024
New holding
|