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

NORTHERN LTS FD TR III

57 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 66538R748·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$719M
visible holders
Holders
57
filers reporting
Concentration
51.89%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported QQH in Q2 2026. Howard Capital Management Inc. leads at 51.9% 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
$373M4.4M4.44%Q2 202602
Orion Portfolio Solutions, LLC
CIK 0001802647
$57M919K0.28%Q1 202503
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M629K0.01%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$36M425K0.03%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$30M426K0.08%Q1 202606
Wealth Watch Advisors, INC
CIK 0002040515
$28M323K8.96%Q2 202607
J.W. COLE ADVISORS, INC.
CIK 0001404763
$22M256K0.38%Q2 202608
LPL Financial LLC
CIK 0001403438
$22M254K0.00%Q2 202609
Aegis Wealth Management, Inc.
CIK 0002096565
$20M234K12.92%Q2 202610
McKinney Capital Management, LLC
CIK 0002133532
$20M228K7.70%Q2 202611
Discipline Wealth Solutions, LLC
CIK 0002010507
$16M191K1.43%Q2 202612
Lifestyle Asset Management, Inc.
CIK 0001845675
$10M115K2.65%Q2 202613
Optivise Advisory Services LLC
CIK 0002042876
$7M80K3.48%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$5M56K0.01%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M47K0.00%Q2 202616
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$3M40K0.84%Q2 202617
Quadrature Capital Ltd
CIK 0001651424
$3M37K0.03%Q2 202618
Simplicity Wealth,LLC
CIK 0001913243
$3M37K0.11%Q2 202619
Colonial River Investments, LLC
CIK 0001845859
$3M37K0.90%Q2 202620
HighPoint Advisor Group LLC
CIK 0001616034
$3M30K0.09%Q2 2026
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