Who Owns NORTHERN LTS FD TR III (CPAI)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $141.1M of NORTHERN LTS FD TR III (CPAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Counterpoint Mutual Funds LLC ($81.2M), Nilsine Partners, LLC ($11.9M), Private Advisor Group, LLC ($11.4M), INDEPENDENT FINANCIAL GROUP, LLC ($6.5M), Concurrent Investment Advisors, LLC ($5.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Counterpoint Mutual Funds LLC$81.2M1.6MAdded
2Nilsine Partners, LLC$11.9M229,706Added
3Private Advisor Group, LLC$11.4M218,755New
4INDEPENDENT FINANCIAL GROUP, LLC$6.5M125,549Added
5Concurrent Investment Advisors, LLC$5.2M100,854Added
6COMMONWEALTH EQUITY SERVICES, LLC$4.4M84,153New
7Outlook Wealth Advisors, LLC$2.9M55,979Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M45,207Added
9Intrua Financial, LLC$2.1M40,541New
10Global Assets Advisory, LLC$1.9M37,327New
11Accurate Wealth Management, LLC$1.8M34,111Added
12Gilliland Jeter Wealth Management LLC$1.5M28,707New
13SLT Holdings LLC$1.3M25,809New
14Kovack Advisors, Inc.$749,68214,540Trimmed
15PW Nova Financial Services LLC$733,41514,115New
16Jacobi Capital Management LLC$711,74713,698Added
17Amplius Wealth Advisors, LLC$646,79812,448New
18Cambridge Investment Research Advisors, Inc.$640,00012,336New
19Stirlingshire Investments, Inc.$586,30811,284Trimmed
20ENVESTNET ASSET MANAGEMENT INC$480,4229,246Added
21E&G Advisors, LP$414,3817,975Added
22KESTRA PRIVATE WEALTH SERVICES, LLC$340,4566,552New
23PUREfi Wealth, LLC$259,8005,000Hold
24PRIVATE TRUST CO NA$245,8234,731New
25TRUST CO OF OKLAHOMA$236,9384,560New

Source: SEC Form 13F filings · as of 2026-06-30