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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| Raymond James Financial | 706k | $37M | 87% | Jun 2026 |
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| LPL Financial | 633k | $33M | 151% | Jun 2026 |
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| SRS Capital Advisors | 426k | $22M | 100% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 362k | $15M | 73% | Mar 2026 |
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| Insigneo Advisory Services | 264k | $14M | 26% | Jun 2026 |
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| Nilsine Partners | 230k | $12M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 229k | $12M | 112% | Jun 2026 |
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| Private Advisor | 219k | $11M | 100% | Jun 2026 |
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| Advisor Group Holdings | 155k | $8.0M | 25% | Jun 2026 |
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| Inscription Capital | 154k | $8.0M | 54% | Jun 2026 |
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| Independent Financial Group | 126k | $6.5M | 4% | Jun 2026 |
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| Royal Bank of Canada | 123k | $6.4M | 178% | Jun 2026 |
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| Goss Wealth Management | 111k | $5.8M | 231% | Jun 2026 |
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| Steward Partners Investment Advisory | 104k | $5.4M | 13% | Jun 2026 |
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| Concurrent Investment Advisors | 101k | $5.2M | 8% | Jun 2026 |
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| Stifel Financial | 87k | $4.5M | 182% | Jun 2026 |
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| Commonwealth Equity Services | 84k | $4.4M | 100% | Jun 2026 |
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| Outlook Wealth Advisors | 56k | $2.9M | 29% | Jun 2026 |
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| Equitable Holdings | 46k | $2.4M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 45k | $2.3M | 100% | Jun 2026 |
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| Intrua Financial | 41k | $2.1M | 100% | Jun 2026 |
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| Global Assets Advisory | 37k | $1.9M | 100% | Jun 2026 |
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| Accurate Wealth Management | 34k | $1.8M | 57% | Jun 2026 |
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| Western Wealth Management | 32k | $1.7M | 100% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 29k | $1.5M | 100% | Jun 2026 |
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| SLT Holdings | 26k | $1.3M | 100% | Jun 2026 |
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| Foundations Investment Advisors | 26k | $1.3M | 100% | Jun 2026 |
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| Sunbelt Securities | 26k | $1.1M | 88% | Mar 2026 |
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| Janney Montgomery Scott | 15k | $770k | 100% | Jun 2026 |
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| Kovack Advisors | 15k | $750k | -1% | Jun 2026 |
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| PW Nova Financial Services | 14k | $733k | 100% | Jun 2026 |
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| Jacobi Capital Management | 14k | $712k | 61% | Jun 2026 |
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| Amplius Wealth Advisors | 12k | $647k | 100% | Jun 2026 |
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| Hilltop Holdings | 12k | $607k | 6% | Jun 2026 |
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| Stirlingshire Investments | 11k | $586k | -3% | Jun 2026 |
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| MSH Capital Advisors | 10k | $533k | 100% | Jun 2026 |
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| ATX Financial Planning | 9.4k | $489k | 100% | Jun 2026 |
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| Envestnet Asset Management | 9.2k | $480k | 1% | Jun 2026 |
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| Perennial Investment Advisors | 8.0k | $416k | 100% | Jun 2026 |
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| E&G Advisors | 8.0k | $414k | 56% | Jun 2026 |
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| Jpmorgan Chase & Co | 7.3k | $378k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 6.6k | $341k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 6.2k | $320k | 100% | Jun 2026 |
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| Susquehanna International | 5.7k | $298k | 100% | Jun 2026 |
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| PUREfi Wealth | 5.0k | $260k | 0% | Jun 2026 |
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| Private Trust Co Na | 4.7k | $246k | 100% | Jun 2026 |
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| Trust Co Of Oklahoma | 4.6k | $237k | 100% | Jun 2026 |
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| Goldman Sachs Group | 4.5k | $233k | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 4.3k | $226k | 100% | Jun 2026 |
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| Kestra Advisory Services | 3.9k | $204k | 100% | Jun 2026 |
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| Sanctuary Advisors | 3.9k | $203k | 100% | Jun 2026 |
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| IFP Advisors | 2.1k | $107k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.7k | $90k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 123.00 | $6.3k | 100% | Jun 2026 |
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Who sold out of Northern Lts Fd Tr Iii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mariner Wealth Advisors | Mar 2026 | 35k | $1.5M |
| Jane Street | Mar 2026 | 16k | $677k |
| Ameriprise Financial | Mar 2026 | 6.7k | $279k |