Who owns NORTHERN LTS FD TR III?
- Ticker: CPAI
- CUSIP Number: 66538r540
Tip: Access positions for across all investors
Analyze quarterly positions in Northern Lts Fd Tr Iii with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Northern Lts Fd Tr Iii stock
Who bought or sold NORTHERN LTS FD TR III this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds | 1.5M | $65M | 5% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 362k | $15M | 73% | Mar 2026 |
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| LPL Financial | 252k | $11M | 155% | Mar 2026 |
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| Nilsine Partners | 222k | $10M | 301% | Mar 2026 |
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| Insigneo Advisory Services | 209k | $8.7M | 265% | Mar 2026 |
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| Independent Financial Group | 120k | $5.0M | 21% | Mar 2026 |
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| Advisor Group Holdings | 116k | $4.6M | 5% | Dec 2025 |
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| Raymond James Financial | 114k | $4.6M | 19% | Dec 2025 |
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| Cetera Investment Advisers | 108k | $4.5M | 65% | Mar 2026 |
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| Inscription Capital | 100k | $4.2M | 165% | Mar 2026 |
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| Concurrent Investment Advisors | 93k | $3.9M | 18% | Mar 2026 |
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| Steward Partners Investment Advisory | 92k | $3.9M | 13% | Mar 2026 |
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| Equitable Holdings | 46k | $1.9M | -4% | Mar 2026 |
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| Royal Bank of Canada | 44k | $1.8M | 290% | Mar 2026 |
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| Outlook Wealth Advisors | 44k | $1.8M | 117% | Mar 2026 |
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| Mariner Wealth Advisors | 35k | $1.5M | 73% | Mar 2026 |
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| Goss Wealth Management | 34k | $1.4M | 34% | Mar 2026 |
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| Stifel Financial | 31k | $1.3M | 100% | Mar 2026 |
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| Sunbelt Securities | 26k | $1.1M | 88% | Mar 2026 |
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| Accurate Wealth Management | 22k | $934k | 168% | Mar 2026 |
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| Jane Street | 16k | $677k | 100% | Mar 2026 |
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| Kovack Advisors | 15k | $618k | 64% | Mar 2026 |
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| Stirlingshire Investments | 12k | $488k | 100% | Mar 2026 |
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| Envestnet Asset Management | 9.2k | $383k | -26% | Mar 2026 |
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| Jacobi Capital Management | 8.5k | $355k | 44% | Mar 2026 |
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| Ameriprise Financial | 6.7k | $279k | 100% | Mar 2026 |
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| Susquehanna International | 5.7k | $229k | -73% | Dec 2025 |
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| E&G Advisors | 5.1k | $213k | 100% | Mar 2026 |
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| PUREfi Wealth | 5.0k | $209k | 100% | Mar 2026 |
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| IFP Advisors | 2.1k | $86k | 127% | Mar 2026 |
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| Fifth Third Bancorp | 1.7k | $72k | 100% | Mar 2026 |
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| Western Wealth Management | 1.4k | $57k | 100% | Mar 2026 |
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Who sold out of Northern Lts Fd Tr Iii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Commonwealth Equity Services | Dec 2025 | 7.1k | $286k |
| Jpmorgan Chase & Co | Sep 2025 | 6.5k | $255k |