# NORTHERN LTS FD TR III (HYTR)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HYTR/

- Reporting holders: 18
- Reported value: $259.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $237.9M | 11,139,413 | 0.1% | 7 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $5.6M | 262,428 | 0.0% | 2 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $4.2M | 196,271 | 0.0% | 3 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $2.7M | 124,314 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.0M | 92,314 | 0.0% | 5 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.9M | 87,041 | 0.0% | 7 |
| [Accurate Wealth Management, LLC](https://holderbook.com/funds/1877728-accurate-wealth-management-llc/) | $1.3M | 63,013 | 0.1% | 3 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $936.6K | 43,846 | 0.0% | 4 |
| [WEST MICHIGAN ADVISORS, LLC](https://holderbook.com/funds/1909879-west-michigan-advisors-llc/) | $814.2K | 38,200 | 0.1% | 4 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $612.0K | 28,650 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $364.4K | 17,059 | 0.0% | 2 |
| [Atria Investments, Inc](https://holderbook.com/funds/1535865-atria-investments-inc/) | $334.6K | 15,667 | 0.0% | 2 |
| [WORLD EQUITY GROUP, INC.](https://holderbook.com/funds/878770-world-equity-group-inc/) | $260.7K | 12,204 | 0.1% | 2 |
| [Jacobi Capital Management LLC](https://holderbook.com/funds/1689646-jacobi-capital-management-llc/) | $249.7K | 11,692 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $97.4K | 4,559 | 0.0% | 4 |
| [Luminist Capital LLC](https://holderbook.com/funds/1807270-luminist-capital-llc/) | $24.6K | 1,150 | 0.0% | 7 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $14.8K | 691 | 0.0% | 5 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $1.4K | 67 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $259.3M |
| Q1 2026 | 22 | $232.8M |
| Q4 2025 | 16 | $207.5M |
| Q3 2025 | 17 | $174.2M |
| Q2 2025 | 12 | $135.4M |
| Q1 2025 | 9 | $104.5M |
| Q4 2024 | 12 | $68.0M |
| Q3 2024 | 8 | $12.5M |
| Q2 2024 | 7 | $3.6M |
| Q1 2024 | 3 | $1.6M |
| Q4 2023 | 5 | $7.7M |
| Q3 2023 | 5 | $3.7M |