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

63 institutions reported holding $583.5M of NORTHERN LTS FD TR III (QQH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Howard Capital Management Inc. ($305.8M), ENVESTNET ASSET MANAGEMENT INC ($44.4M), Cetera Investment Advisers ($34.6M), Cambridge Investment Research Advisors, Inc. ($29.8M), Wealth Watch Advisors, INC ($25.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Howard Capital Management Inc.$305.8M6.8MAdded
2ENVESTNET ASSET MANAGEMENT INC$44.4M635,692Added
3Cetera Investment Advisers$34.6M494,994Trimmed
4Cambridge Investment Research Advisors, Inc.$29.8M426,406Trimmed
5Wealth Watch Advisors, INC$25.3M362,022Added
6J.W. COLE ADVISORS, INC.$18.6M266,467Trimmed
7Orion Porfolio Solutions, LLC$18.3M262,765Trimmed
8LPL Financial LLC$16.9M242,552Trimmed
9McKinney Capital Management, LLC$15.7M224,885New
10Aegis Wealth Management, Inc.$15.7M224,538Added
11Discipline Wealth Solutions, LLC$10.9M156,159Added
12Lifestyle Asset Management, Inc.$7.1M102,385Added
13Optivise Advisory Services LLC$6.2M88,467Trimmed
14GTS SECURITIES LLC$4.3M61,677Added
15RAYMOND JAMES FINANCIAL INC$3.4M48,119Trimmed
16Simplicity Wealth,LLC$2.6M37,753Added
17HighPoint Advisor Group LLC$2.0M28,785Trimmed
18Delta Investment Management, LLC$1.7M24,405Added
19Foundations Investment Advisors, LLC$1.6M23,323Trimmed
20PANORAMIC INVESTMENT ADVISORS, LLC$1.6M23,021Trimmed
21IFP Advisors, Inc$1.6M22,968Added
22WBI INVESTMENTS, LLC$1.6M22,728New
23Brookstone Capital Management$1.3M18,250Trimmed
24OSAIC HOLDINGS, INC.$1.2M17,319Trimmed
25Brooklyn Investment Group$1.1M15,652Hold

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