# NORTHERN LTS FD TR III (LGH)

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

- Reporting holders: 43
- Reported value: $550.3M
- 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 |
|---|---|---|---|---|
| [Howard Capital Management, LLC](https://holderbook.com/funds/1733173-howard-capital-management-llc/) | $254.0M | 3,983,449 | 3.0% | 27 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $99.2M | 1,555,378 | 0.0% | 27 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $32.3M | 506,626 | 0.0% | 26 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $31.7M | 497,684 | 0.0% | 23 |
| [J.W. COLE ADVISORS, INC.](https://holderbook.com/funds/1404763-j-w-cole-advisors-inc/) | $24.1M | 378,467 | 0.4% | 19 |
| [Wealth Watch Advisors, INC](https://holderbook.com/funds/2040515-wealth-watch-advisors-inc/) | $18.7M | 292,740 | 6.1% | 7 |
| [Aegis Wealth Management, Inc.](https://holderbook.com/funds/2096565-aegis-wealth-management-inc/) | $16.9M | 264,683 | 10.9% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $15.0M | 235,575 | 0.0% | 26 |
| [Discipline Wealth Solutions, LLC](https://holderbook.com/funds/2010507-discipline-wealth-solutions-llc/) | $14.5M | 227,458 | 1.3% | 8 |
| [Lifestyle Asset Management, Inc.](https://holderbook.com/funds/1845675-lifestyle-asset-management-inc/) | $8.5M | 133,414 | 2.3% | 15 |
| [Optivise Advisory Services LLC](https://holderbook.com/funds/2042876-optivise-advisory-services-llc/) | $6.5M | 101,712 | 3.3% | 9 |
| [HighPoint Advisor Group LLC](https://holderbook.com/funds/1616034-highpoint-advisor-group-llc/) | $4.0M | 63,455 | 0.1% | 3 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $3.4M | 52,857 | 0.0% | 3 |
| [Simplicity Wealth,LLC](https://holderbook.com/funds/1913243-simplicity-wealth-llc/) | $2.9M | 44,723 | 0.1% | 6 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $2.3M | 36,502 | 0.0% | 2 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $1.7M | 26,798 | 0.0% | 19 |
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $1.7M | 26,433 | 0.0% | 14 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $1.6M | 24,719 | 0.0% | 19 |
| [PANORAMIC INVESTMENT ADVISORS, LLC](https://holderbook.com/funds/1967332-panoramic-investment-advisors-llc/) | $1.5M | 23,593 | 0.7% | 12 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.5M | 22,886 | 0.0% | 1 |
| [Nuveen, LLC](https://holderbook.com/funds/1871926-nuveen-llc/) | $1.2M | 19,153 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.0M | 16,467 | 0.0% | 2 |
| [Fiduciary Alliance LLC](https://holderbook.com/funds/1954805-fiduciary-alliance-llc/) | $695.9K | 10,915 | 0.0% | 15 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $599.0K | 9,394 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $553.9K | 8,688 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 43 | $550.3M |
| Q1 2026 | 44 | $434.6M |
| Q4 2025 | 47 | $503.9M |
| Q3 2025 | 43 | $486.4M |
| Q2 2025 | 40 | $420.8M |
| Q1 2025 | 38 | $401.3M |
| Q4 2024 | 34 | $386.7M |
| Q3 2024 | 30 | $342.4M |
| Q2 2024 | 24 | $314.5M |
| Q1 2024 | 23 | $284.4M |
| Q4 2023 | 24 | $247.0M |
| Q3 2023 | 28 | $226.6M |