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

54 institutions reported holding $434.7M of NORTHERN LTS FD TR III (LGH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Howard Capital Management Inc. ($230.8M), ENVESTNET ASSET MANAGEMENT INC ($44.7M), Cetera Investment Advisers ($33.2M), Wealth Watch Advisors, INC ($19.4M), Orion Porfolio Solutions, LLC ($15.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Howard Capital Management Inc.$230.8M6.1MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$44.7M783,936Added
3Cetera Investment Advisers$33.2M583,494Trimmed
4Wealth Watch Advisors, INC$19.4M339,788Added
5Orion Porfolio Solutions, LLC$15.8M276,621Trimmed
6Cambridge Investment Research Advisors, Inc.$14.6M255,789Trimmed
7Aegis Wealth Management, Inc.$14.3M251,057Added
8LPL Financial LLC$10.2M179,840Added
9Discipline Wealth Solutions, LLC$10.2M179,545Added
10Lifestyle Asset Management, Inc.$6.7M117,464Added
11Optivise Advisory Services LLC$6.2M108,137Trimmed
12HighPoint Advisor Group LLC$3.4M60,256Trimmed
13J2 Capital Management Inc$3.4M59,226Trimmed
14Simplicity Wealth,LLC$2.6M45,433Trimmed
15J.W. COLE ADVISORS, INC.$2.4M41,839Trimmed
16GTS SECURITIES LLC$2.0M35,939Trimmed
17IFP Advisors, Inc$1.5M26,548Added
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M26,530New
19Foundations Investment Advisors, LLC$1.5M25,725Trimmed
20PANORAMIC INVESTMENT ADVISORS, LLC$1.4M25,046Trimmed
21Brookstone Capital Management$1.4M24,805Trimmed
22Brooklyn Investment Group$1.1M19,153Hold
23Fiduciary Alliance LLC$634,03110,739Trimmed
24Integrated Wealth Concepts LLC$536,8359,425New
25JANE STREET GROUP, LLC$454,8717,986Added

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