# NORTHERN LTS FD TR III (SCLZ)

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

- Reporting holders: 10
- Reported value: $8.5M
- 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 |
|---|---|---|---|---|
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $2.1M | 36,712 | 0.0% | 5 |
| [Swan Global Investments, LLC](https://holderbook.com/funds/1591505-swan-global-investments-llc/) | $1.4M | 25,295 | 0.0% | 10 |
| [Ethos Financial Group, LLC](https://holderbook.com/funds/1954242-ethos-financial-group-llc/) | $1.4M | 25,782 | 0.1% | 1 |
| [Camarda Financial Advisors, LLC](https://holderbook.com/funds/1536444-camarda-financial-advisors-llc/) | $1.4M | 24,484 | 0.4% | 7 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.2M | 21,298 | 0.0% | 10 |
| [Taylor Securities Services, Inc.](https://holderbook.com/funds/2115182-taylor-securities-services-inc/) | $538.1K | 9,601 | 0.2% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $309.1K | 5,515 | 0.0% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $134.2K | 2,395 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $100.6K | 1,795 | 0.0% | 4 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $11.0K | 196 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $8.5M |
| Q1 2026 | 8 | $8.9M |
| Q4 2025 | 10 | $9.0M |
| Q3 2025 | 11 | $7.6M |
| Q2 2025 | 11 | $7.5M |
| Q1 2025 | 7 | $4.8M |
| Q4 2024 | 6 | $4.1M |
| Q3 2024 | 5 | $1.7M |
| Q2 2024 | 4 | $3.0M |
| Q1 2024 | 3 | $2.1M |