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

NORTHERN LTS FD TR III

47 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 66538R730·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$524M
visible holders
Holders
47
filers reporting
Concentration
48.47%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported LGH in Q2 2026. Howard Capital Management Inc. leads at 48.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Howard Capital Management Inc.
CIK 0001733173
$254M4.0M3.02%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$50M778K0.01%Q2 202603
Orion Portfolio Solutions, LLC
CIK 0001802647
$49M986K0.24%Q1 202504
Cetera Investment Advisers
CIK 0001666741
$32M498K0.03%Q2 202605
J.W. COLE ADVISORS, INC.
CIK 0001404763
$24M378K0.41%Q2 202606
Wealth Watch Advisors, INC
CIK 0002040515
$19M293K6.06%Q2 202607
Aegis Wealth Management, Inc.
CIK 0002096565
$17M265K10.89%Q2 202608
LPL Financial LLC
CIK 0001403438
$15M236K0.00%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$15M256K0.04%Q1 202610
Discipline Wealth Solutions, LLC
CIK 0002010507
$15M227K1.27%Q2 202611
Lifestyle Asset Management, Inc.
CIK 0001845675
$9M133K2.29%Q2 202612
Optivise Advisory Services LLC
CIK 0002042876
$6M102K3.29%Q2 202613
HighPoint Advisor Group LLC
CIK 0001616034
$4M63K0.14%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$3M53K0.01%Q2 202615
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$3M51K0.81%Q2 202616
Simplicity Wealth,LLC
CIK 0001913243
$3M45K0.10%Q2 202617
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M39K0.05%Q2 202518
IFP Advisors, Inc
CIK 0001641866
$2M27K0.03%Q2 202619
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M26K0.02%Q2 202620
Brookstone Capital Management
CIK 0001599584
$2M25K0.02%Q2 2026
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