Who Owns NORTHERN LTS FD TR III (LGH)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $412.8M of NORTHERN LTS FD TR III (LGH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($254.0M), ENVESTNET ASSET MANAGEMENT INC ($49.6M), Cambridge Investment Research Advisors, Inc. ($32.3M), J.W. COLE ADVISORS, INC. ($24.1M), Aegis Wealth Management, Inc. ($16.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Howard Capital Management Inc. | $254.0M | 4.0M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $49.6M | 777,689 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $32.3M | 506,626 | Added |
| 4 | J.W. COLE ADVISORS, INC. | $24.1M | 378,467 | Added |
| 5 | Aegis Wealth Management, Inc. | $16.9M | 264,683 | Added |
| 6 | Discipline Wealth Solutions, LLC | $14.5M | 227,458 | Added |
| 7 | Lifestyle Asset Management, Inc. | $8.5M | 133,414 | Added |
| 8 | Optivise Advisory Services LLC | $6.5M | 101,712 | Trimmed |
| 9 | IFP Advisors, Inc | $1.7M | 26,798 | Added |
| 10 | Brookstone Capital Management | $1.6M | 24,719 | Trimmed |
| 11 | Fiduciary Alliance LLC | $695,940 | 10,915 | Added |
| 12 | TRUIST FINANCIAL CORP | $425,853 | 6,679 | Hold |
| 13 | INTEGRITY ALLIANCE, LLC. | $407,745 | 6,395 | Trimmed |
| 14 | Bison Wealth, LLC | $361,462 | 5,618 | Added |
| 15 | VestGen Investment Management | $315,484 | 4,948 | Trimmed |
| 16 | J2 Capital Management Inc | $310,384 | 4,868 | Trimmed |
| 17 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $283,539 | 4,447 | Trimmed |
| 18 | Envestnet Portfolio Solutions, Inc. | $200,461 | 3,144 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $75,642 | 1,186 | Added |
| 20 | ASSETMARK, INC | $48,968 | 768 | Added |
| 21 | Spire Wealth Management | $12,752 | 200 | Hold |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $0 | 0 | Exited |
| 23 | Atria Investments, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30