24 institutions reported holding $232.8M of NORTHERN LTS FD TR III (HYTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($209.5M), Concurrent Investment Advisors, LLC ($4.2M), F/m Investments LLC ($3.5M), Integrated Wealth Concepts LLC ($2.8M), Counterpoint Mutual Funds LLC ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $209.5M | 9.8M | Added |
| 2 | Concurrent Investment Advisors, LLC | $4.2M | 196,104 | Trimmed |
| 3 | F/m Investments LLC | $3.5M | 166,190 | New |
| 4 | Integrated Wealth Concepts LLC | $2.8M | 132,479 | New |
| 5 | Counterpoint Mutual Funds LLC | $2.8M | 131,600 | Added |
| 6 | JPMORGAN CHASE & CO | $2.5M | 119,801 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $1.8M | 82,665 | Trimmed |
| 8 | Accurate Wealth Management, LLC | $1.1M | 49,806 | Added |
| 9 | CITADEL ADVISORS LLC | $942,849 | 44,286 | Added |
| 10 | Cetera Investment Advisers | $915,236 | 42,989 | Added |
| 11 | CWM, LLC | $902,760 | 42,403 | New |
| 12 | WEST MICHIGAN ADVISORS, LLC | $527,055 | 24,756 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $371,596 | 17,454 | New |
| 14 | WORLD EQUITY GROUP, INC. | $250,383 | 11,761 | New |
| 15 | Jacobi Capital Management LLC | $248,362 | 11,666 | Added |
| 16 | Atria Investments, Inc | $242,598 | 11,395 | New |
| 17 | CITIGROUP INC | $138,406 | 6,501 | New |
| 18 | MORGAN STANLEY | $69,436 | 3,261 | Added |
| 19 | Luminist Capital LLC | $36,661 | 1,722 | Hold |
| 20 | Advisory Services Network, LLC | $26,357 | 1,238 | New |
| 21 | UBS Group AG | $2,193 | 103 | New |
| 22 | FIFTH THIRD BANCORP | $1,426 | 67 | New |
| 23 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 24 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31