Who Owns NORTHERN LTS FD TR III (CPAI)? -- Institutional Holders (2026-03-31)

37 institutions reported holding $167.4M of NORTHERN LTS FD TR III (CPAI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Counterpoint Mutual Funds LLC ($64.8M), RAYMOND JAMES FINANCIAL INC ($15.8M), U.S. Capital Wealth Advisors, LLC ($15.1M), LPL Financial LLC ($10.5M), Nilsine Partners, LLC ($10.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Counterpoint Mutual Funds LLC$64.8M1.5MAdded
2RAYMOND JAMES FINANCIAL INC$15.8M377,612Added
3U.S. Capital Wealth Advisors, LLC$15.1M361,772Added
4LPL Financial LLC$10.5M252,158Added
5Nilsine Partners, LLC$10.3M221,622Added
6INSIGNEO ADVISORY SERVICES, LLC$8.7M209,367Added
7OSAIC HOLDINGS, INC.$5.1M123,168Added
8INDEPENDENT FINANCIAL GROUP, LLC$5.0M120,431Added
9Cetera Investment Advisers$4.5M107,891Added
10Inscription Capital, LLC$4.2M99,642Added
11Concurrent Investment Advisors, LLC$3.9M93,213Added
12Steward Partners Investment Advisory, LLC$3.9M92,267Added
13Equitable Holdings, Inc.$1.9M45,524Trimmed
14Royal Bank of Canada$1.8M44,196Added
15Outlook Wealth Advisors, LLC$1.8M43,534Added
16Mariner, LLC$1.5M34,818Added
17STIFEL FINANCIAL CORP$1.3M30,971New
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M25,550New
19Sunbelt Securities, Inc.$1.1M25,682Added
20Accurate Wealth Management, LLC$933,68321,774Added
21JANE STREET GROUP, LLC$676,91416,198New
22Kovack Advisors, Inc.$618,15314,689Added
23Stirlingshire Investments, Inc.$487,79411,673Trimmed
24Hilltop Holdings Inc.$458,64510,975New
25ENVESTNET ASSET MANAGEMENT INC$382,8809,162Trimmed

Source: SEC Form 13F filings · as of 2026-03-31