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

NORTHERN LTS FD TR III SWAN

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

CUSIP 66538R532·13 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
13
filers reporting
Concentration
33.77%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported SCLZ in Q1 2026. CWM, LLC leads at 33.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$4M76K0.01%Q1 202602
Swan Global Investments, LLC
CIK 0001591505
$1M25K0.04%Q2 202603
Ethos Financial Group, LLC
CIK 0001954242
$1M26K0.09%Q2 202604
Camarda Financial Advisors, LLC
CIK 0001536444
$1M24K0.42%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M21K0.00%Q1 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$949K18K0.00%Q1 202607
Taylor Securities Services, Inc.
CIK 0002115182
$538K10K0.22%Q2 202608
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$361K7K0.00%Q2 202509
Kestra Advisory Services, LLC
CIK 0001830819
$309K6K0.00%Q2 202610
MORGAN STANLEY
CIK 0000895421
$134K2K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$101K2K0.00%Q2 202612
Ameritas Advisory Services, LLC
CIK 0001901275
$11K1960.00%Q2 202613
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025