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

NORTHERN LTS FD TR III

23 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 66538R722·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$255M
visible holders
Holders
23
filers reporting
Concentration
93.22%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported HYTR in Q2 2026. LPL Financial LLC leads at 93.2% 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
$3M132K0.02%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$3M120K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M83K0.00%Q1 202606
Accurate Wealth Management, LLC
CIK 0001877728
$1M63K0.13%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$915K43K0.00%Q1 202608
CWM, LLC
CIK 0001535847
$903K42K0.00%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$592K27K0.00%Q4 202510
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$527K25K0.12%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$372K17K0.00%Q1 202612
First Horizon Advisors, Inc.
CIK 0001588539
$341K16K0.01%Q2 202513
Atria Investments, Inc
CIK 0001535865
$335K16K0.00%Q2 202614
WORLD EQUITY GROUP, INC.
CIK 0000878770
$261K12K0.06%Q2 202615
Jacobi Capital Management LLC
CIK 0001689646
$250K12K0.01%Q2 202616
MORGAN STANLEY
CIK 0000895421
$69K3K0.00%Q1 202617
Advisory Services Network, LLC
CIK 0001573876
$26K1K0.00%Q1 202618
Luminist Capital LLC
CIK 0001807270
$25K1K0.03%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$15K6910.00%Q2 202620
UBS Group AG
CIK 0001610520
$2K1030.00%Q1 2026
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