Who Owns NORTHERN LTS FD TR III (CPAI)? -- Institutional Holders (2026-06-30)

57 institutions reported holding $305.7M of NORTHERN LTS FD TR III (CPAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Counterpoint Mutual Funds LLC ($81.2M), RAYMOND JAMES FINANCIAL INC ($36.7M), LPL Financial LLC ($32.9M), Arax Advisory Partners ($22.2M), INSIGNEO ADVISORY SERVICES, LLC ($13.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Counterpoint Mutual Funds LLC$81.2M1.6MAdded
2RAYMOND JAMES FINANCIAL INC$36.7M705,834Added
3LPL Financial LLC$32.9M632,834Added
4Arax Advisory Partners$22.2M426,425New
5INSIGNEO ADVISORY SERVICES, LLC$13.7M263,897Added
6Nilsine Partners, LLC$11.9M229,706Added
7Cetera Investment Advisers$11.9M229,098Added
8Private Advisor Group, LLC$11.4M218,755New
9OSAIC HOLDINGS, INC.$8.0M154,546Added
10Inscription Capital, LLC$8.0M153,462Added
11INDEPENDENT FINANCIAL GROUP, LLC$6.5M125,549Added
12Royal Bank of Canada$6.4M122,701Added
13NewEdge Advisors, LLC$5.8M111,269Added
14Steward Partners Investment Advisory, LLC$5.4M103,918Added
15Concurrent Investment Advisors, LLC$5.2M100,854Added
16STIFEL FINANCIAL CORP$4.5M87,288Added
17COMMONWEALTH EQUITY SERVICES, LLC$4.4M84,153New
18Outlook Wealth Advisors, LLC$2.9M55,979Added
19Equitable Holdings, Inc.$2.4M45,817Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M45,207Added
21Intrua Financial, LLC$2.1M40,541New
22Global Assets Advisory, LLC$1.9M37,327New
23Accurate Wealth Management, LLC$1.8M34,111Added
24Western Wealth Management, LLC$1.7M32,061New
25Gilliland Jeter Wealth Management LLC$1.5M28,707New

Source: SEC Form 13F filings · as of 2026-06-30