13F Insight
DOSSIER · 13F Holders · Q2 2026
HYTR

NORTHERN LTS FD TR III

22 institutions still hold NORTHERN LTS FD TR III as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538R722·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$256M
visible holders
Holders
22
filers reporting
Concentration
93.01%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported HYTR in Q2 2026. LPL Financial LLC leads at 93.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$238M11.1M0.05%Q2 202602
Concurrent Investment Advisors, LLC
CIK 0002001015
$4M196K0.04%Q2 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$3M132K0.01%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$3M124K0.00%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M87K0.00%Q2 202606
Accurate Wealth Management, LLC
CIK 0001877728
$1M63K0.13%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$937K44K0.00%Q2 202608
CWM, LLC
CIK 0001535847
$903K42K0.00%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$612K29K0.00%Q2 202610
CITADEL ADVISORS LLC
CIK 0001423053
$592K27K0.00%Q4 202511
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$364K17K0.00%Q2 202612
First Horizon Advisors, Inc.
CIK 0001588539
$341K16K0.01%Q2 202513
Atria Investments, Inc
CIK 0001535865
$335K16K0.00%Q2 202614
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$287K13K0.05%Q2 202615
WORLD EQUITY GROUP, INC.
CIK 0000878770
$261K12K0.06%Q2 202616
Jacobi Capital Management LLC
CIK 0001689646
$250K12K0.01%Q2 202617
MORGAN STANLEY
CIK 0000895421
$97K5K0.00%Q2 202618
Luminist Capital LLC
CIK 0001807270
$25K1K0.03%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$15K6910.00%Q2 202620
COMERICA BANK
CIK 0000901541
$1K670.00%Q4 2025
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