13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
LGH

NORTHERN LTS FD TR III

49 institutions still hold NORTHERN LTS FD TR III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538R730·49 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.8%
vs prior quarter
13F value held
$462M
57.0% inst. owned
of float
Holders
49
+119 QoQ
filers reporting
Activity
+79 / −103
+834 added · −769 reduced
this quarter
Concentration
49.92%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported LGH in Q1 2026. Howard Capital Management Inc. leads at 49.9% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Howard Capital Management Inc.
CIK 0001733173
$231M6.1M3.77%Q1 202602
Orion Portfolio Solutions, LLC
CIK 0001802647
$49M986K0.24%Q1 202503
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M784K0.01%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$33M583K0.04%Q1 202605
Wealth Watch Advisors, INC
CIK 0002040515
$19M340K8.10%Q1 202606
Orion Porfolio Solutions, LLC
CIK 0001360533
$16M277K0.13%Q1 202607
Aegis Wealth Management, Inc.
CIK 0002096565
$14M251K11.24%Q1 202608
LPL Financial LLC
CIK 0001403438
$10M180K0.00%Q1 202609
Discipline Wealth Solutions, LLC
CIK 0002010507
$10M180K1.08%Q1 202610
Lifestyle Asset Management, Inc.
CIK 0001845675
$7M117K2.19%Q1 202611
Optivise Advisory Services LLC
CIK 0002042876
$6M108K3.73%Q1 202612
HighPoint Advisor Group LLC
CIK 0001616034
$3M60K0.14%Q1 202613
J2 Capital Management Inc
CIK 0001586882
$3M59K2.31%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$3M46K0.01%Q1 202615
Simplicity Wealth,LLC
CIK 0001913243
$3M45K0.15%Q1 202616
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M42K0.08%Q1 202617
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M39K0.05%Q2 202518
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M36K0.07%Q1 202619
IFP Advisors, Inc
CIK 0001641866
$2M27K0.03%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M27K0.00%Q1 2026
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