13F Insight
DOSSIER · 13F Holders · Q1 2026
QQH

NORTHERN LTS FD TR III

56 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 66538R748·56 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$641M
visible holders
Holders
56
filers reporting
Concentration
47.70%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported QQH in Q1 2026. Howard Capital Management Inc. leads at 47.7% 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
$306M6.8M5.00%Q1 202602
Orion Portfolio Solutions, LLC
CIK 0001802647
$57M919K0.28%Q1 202503
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M636K0.01%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$35M495K0.04%Q1 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$30M426K0.08%Q1 202606
Wealth Watch Advisors, INC
CIK 0002040515
$25M362K10.59%Q1 202607
J.W. COLE ADVISORS, INC.
CIK 0001404763
$22M256K0.38%Q2 202608
Aegis Wealth Management, Inc.
CIK 0002096565
$20M234K12.92%Q2 202609
Orion Porfolio Solutions, LLC
CIK 0001360533
$18M263K0.16%Q1 202610
LPL Financial LLC
CIK 0001403438
$17M243K0.00%Q1 202611
Discipline Wealth Solutions, LLC
CIK 0002010507
$16M191K1.43%Q2 202612
McKinney Capital Management, LLC
CIK 0002133532
$16M225K13.49%Q1 202613
Lifestyle Asset Management, Inc.
CIK 0001845675
$10M115K2.65%Q2 202614
Optivise Advisory Services LLC
CIK 0002042876
$7M80K3.48%Q2 202615
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M62K0.15%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$3M50K0.01%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M48K0.00%Q1 202618
Simplicity Wealth,LLC
CIK 0001913243
$3M38K0.15%Q1 202619
HighPoint Advisor Group LLC
CIK 0001616034
$2M29K0.08%Q1 202620
IFP Advisors, Inc
CIK 0001641866
$2M23K0.04%Q2 2026
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