23 institutions reported holding $255.2M of NORTHERN LTS FD TR III (HYTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($237.9M), Concurrent Investment Advisors, LLC ($4.2M), Integrated Wealth Concepts LLC ($2.8M), JPMORGAN CHASE & CO ($2.7M), OSAIC HOLDINGS, INC. ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $237.9M | 11.1M | Added |
| 2 | Concurrent Investment Advisors, LLC | $4.2M | 196,271 | Added |
| 3 | Integrated Wealth Concepts LLC | $2.8M | 131,743 | Trimmed |
| 4 | JPMORGAN CHASE & CO | $2.7M | 124,314 | Added |
| 5 | OSAIC HOLDINGS, INC. | $1.9M | 87,041 | Added |
| 6 | Accurate Wealth Management, LLC | $1.3M | 63,013 | Added |
| 7 | CITADEL ADVISORS LLC | $985,914 | 46,157 | Added |
| 8 | Cetera Investment Advisers | $936,551 | 43,846 | Added |
| 9 | NewEdge Advisors, LLC | $611,964 | 28,650 | New |
| 10 | WEST MICHIGAN ADVISORS, LLC | $527,055 | 24,756 | Hold |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $364,380 | 17,059 | Trimmed |
| 12 | Atria Investments, Inc | $334,643 | 15,667 | Added |
| 13 | WORLD EQUITY GROUP, INC. | $260,676 | 12,204 | Added |
| 14 | Jacobi Capital Management LLC | $249,731 | 11,692 | Added |
| 15 | MORGAN STANLEY | $97,383 | 4,559 | Added |
| 16 | Luminist Capital LLC | $24,564 | 1,150 | Trimmed |
| 17 | Global Retirement Partners, LLC | $14,760 | 691 | Trimmed |
| 18 | FIFTH THIRD BANCORP | $1,431 | 67 | Hold |
| 19 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Counterpoint Mutual Funds LLC | $0 | 0 | Exited |
| 22 | F/m Investments LLC | $0 | 0 | Exited |
| 23 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30