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 | 1.6M | $81M | 0% | Sep 2026 |
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| LPL Financial | 954k | $49M | 51% | Sep 2026 |
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| Raymond James Financial | 706k | $37M | 87% | Jun 2026 |
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| SRS Capital Advisors | 426k | $22M | 100% | Jun 2026 |
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| Amplius Wealth Advisors | 378k | $20M | 2936% | Sep 2026 |
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| Insigneo Advisory Services | 264k | $14M | 26% | Jun 2026 |
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| Nilsine Partners | 231k | $12M | 1% | Sep 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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| Mount Yale Investment Advisors | 173k | $8.9M | 100% | Sep 2026 |
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| Advisor Group Holdings | 155k | $8.0M | 25% | Jun 2026 |
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| Independent Financial Group | 133k | $6.9M | 6% | Sep 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 | 103k | $5.3M | 2% | Sep 2026 |
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| Commonwealth Equity Services | 94k | $4.8M | 11% | Sep 2026 |
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| Stifel Financial | 87k | $4.5M | 182% | Jun 2026 |
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| Outlook Wealth Advisors | 73k | $3.7M | 30% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 55k | $2.9M | 22% | Sep 2026 |
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| Intrua Financial | 50k | $2.6M | 24% | Sep 2026 |
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| Equitable Holdings | 46k | $2.4M | 1% | Jun 2026 |
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| Partners Wealth Management | 43k | $2.2M | 100% | Sep 2026 |
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| ATX Financial Planning | 43k | $2.2M | 357% | Sep 2026 |
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| Cambridge Investment Research Advisors | 42k | $2.1M | 574% | Sep 2026 |
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| Gilliland Jeter Wealth Management | 41k | $2.1M | 42% | Sep 2026 |
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| Accurate Wealth Management | 37k | $2.0M | 9% | Sep 2026 |
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| Global Assets Advisory | 37k | $2.0M | -1% | Sep 2026 |
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| Western Wealth Management | 32k | $1.7M | 100% | Jun 2026 |
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| Sanders Morris Harris | 30k | $1.5M | 100% | Sep 2026 |
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| Jacobi Capital Management | 26k | $1.4M | 92% | Sep 2026 |
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| SLT Holdings | 26k | $1.3M | 1% | Sep 2026 |
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| Foundations Investment Advisors | 26k | $1.3M | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 22k | $1.2M | 242% | Sep 2026 |
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| Stirlingshire Investments | 17k | $895k | 53% | Sep 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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| Hilltop Holdings | 12k | $607k | 6% | Jun 2026 |
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| PUREfi Wealth | 9.5k | $491k | 90% | Sep 2026 |
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| E&G Advisors | 9.4k | $485k | 18% | Sep 2026 |
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| Envestnet Asset Management | 9.2k | $480k | 1% | Jun 2026 |
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| D.A. Davidson & Co. | 8.0k | $415k | 85% | Sep 2026 |
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| Perennial Investment Advisors | 8.0k | $416k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 7.3k | $378k | 100% | Jun 2026 |
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| Trust Co Of Oklahoma | 6.1k | $316k | 34% | Sep 2026 |
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| Susquehanna International | 5.7k | $298k | 100% | Jun 2026 |
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| MSH Capital Advisors | 5.7k | $294k | -45% | Sep 2026 |
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| Private Trust Co Na | 4.7k | $245k | 0% | Sep 2026 |
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| IFP Advisors | 4.5k | $232k | 119% | Sep 2026 |
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| Goldman Sachs Group | 4.5k | $233k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 4.4k | $228k | 100% | Sep 2026 |
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| Kestra Advisory Services | 3.9k | $203k | 0% | Sep 2026 |
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| Sanctuary Advisors | 3.9k | $203k | 100% | Jun 2026 |
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| BFC Planning | 1.9k | $97k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 1.7k | $90k | 0% | Sep 2026 |
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| Us Bancorp | 449.00 | $23k | 100% | Sep 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 |
|---|---|---|---|
| Inscription Capital | Jun 2026 | 154k | $8.0M |
| Mariner Wealth Advisors | Mar 2026 | 35k | $1.5M |
| Jane Street | Mar 2026 | 16k | $677k |
| PW Nova Financial Services | Jun 2026 | 14k | $733k |
| Ameriprise Financial | Mar 2026 | 6.7k | $279k |