10 institutions reported holding $8.9M of NORTHERN LTS FD TR III (SCLZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($3.9M), Swan Global Investments, LLC ($1.3M), Camarda Financial Advisors, LLC ($1.2M), JANE STREET GROUP, LLC ($1.1M), Cambridge Investment Research Advisors, Inc. ($949,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CWM, LLC | $3.9M | 75,723 | Added |
| 2 | Swan Global Investments, LLC | $1.3M | 24,344 | Trimmed |
| 3 | Camarda Financial Advisors, LLC | $1.2M | 23,035 | Added |
| 4 | JANE STREET GROUP, LLC | $1.1M | 21,190 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $949,000 | 18,356 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $281,684 | 5,447 | Added |
| 7 | MORGAN STANLEY | $123,844 | 2,395 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $88,423 | 1,710 | Added |
| 9 | UBS Group AG | $0 | 0 | Exited |
| 10 | Cetera Investment Advisers | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31