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 | $59M | 13% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 362k | $15M | 73% | 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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| Inscription Capital | 100k | $4.2M | 165% | Mar 2026 |
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| LPL Financial | 99k | $4.0M | 22% | Dec 2025 |
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| Concurrent Investment Advisors | 93k | $3.9M | 18% | Mar 2026 |
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| Steward Partners Investment Advisory | 82k | $3.3M | 11% | Dec 2025 |
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| Cetera Investment Advisers | 65k | $2.6M | 9% | Dec 2025 |
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| Insigneo Advisory Services | 57k | $2.3M | 100% | Dec 2025 |
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| Nilsine Partners | 55k | $2.2M | 6% | Dec 2025 |
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| Equitable Holdings | 48k | $1.9M | 8% | Dec 2025 |
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| Outlook Wealth Advisors | 44k | $1.8M | 117% | Mar 2026 |
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| Goss Wealth Management | 25k | $1.0M | 6% | Dec 2025 |
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| Accurate Wealth Management | 22k | $934k | 168% | Mar 2026 |
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| Mariner Wealth Advisors | 20k | $807k | 2% | Dec 2025 |
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| Sunbelt Securities | 14k | $548k | 47% | Dec 2025 |
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| Envestnet Asset Management | 13k | $500k | -6% | Dec 2025 |
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| Kovack Advisors | 8.9k | $358k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 7.1k | $286k | 100% | Dec 2025 |
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| Jacobi Capital Management | 5.9k | $237k | 100% | Dec 2025 |
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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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| IFP Advisors | 2.1k | $86k | 127% | Mar 2026 |
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| Kestra Advisory Services | 762.00 | $31k | 100% | Dec 2025 |
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Who sold out of Northern Lts Fd Tr Iii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Assets Advisory | Sep 2025 | 28k | $1.1M |