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 51 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $817 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
6,201,689
shares
|
$478 Million
5.42% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
665,752
shares
|
$51.3 Million
0.02% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
576,378
shares
|
$44.4 Million
0.39% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
544,659
shares
|
$42 Million
0.05% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
490,109
shares
|
$37.8 Million
0.31% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
467,596
shares
|
$36.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
345,572
shares
|
$26.6 Million
10.86% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
273,925
shares
|
$21.1 Million
0.41% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
247,651
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2025
Added 23.72%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
118,743
shares
|
$9.16 Million
5.39% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
72,714
shares
|
$5.61 Million
1.9% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
50,646
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,221
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
40,181
shares
|
$3.1 Million
0.87% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
39,662
shares
|
$3.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 50.85%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
31,795
shares
|
$2.45 Million
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,063
shares
|
$2.39 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,773
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,273
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
25,525
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,237
shares
|
$1.95 Million
0.45% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
24,403
shares
|
$1.88 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,793
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,056
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
18,606
shares
|
$1.43 Million
1.5% of portfolio
|
Q3 2025
Reduced 23.89%
|
|