CPAI — Northern Lts Fd Tr III Institutional Holders · Q2 2026

Name: Who Owns CPAI? 57 Institutions Hold $306M (Q2 2026)
Creator: ko.io

Who owns Northern Lts Fd Tr III (CPAI)? 57 institutions reported holding $305.74M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Counterpoint Mutual Funds LLC ($81.2M), Raymond James Financial Inc ($36.7M), LPL Financial LLC ($32.9M).

Rank	Institution	Value	Shares	Change
1	Counterpoint Mutual Funds LLC	$81.2M	1.6M	Added
2	RAYMOND JAMES FINANCIAL INC	$36.7M	705,834	Added
3	LPL Financial LLC	$32.9M	632,834	Added
4	Arax Advisory Partners	$22.2M	426,425	New
5	INSIGNEO ADVISORY SERVICES, LLC	$13.7M	263,897	Added
6	Nilsine Partners, LLC	$11.9M	229,706	Added
7	Cetera Investment Advisers	$11.9M	229,098	Added
8	Private Advisor Group, LLC	$11.4M	218,755	New
9	OSAIC HOLDINGS, INC.	$8.0M	154,546	Added
10	Inscription Capital, LLC	$8.0M	153,462	Added
11	INDEPENDENT FINANCIAL GROUP, LLC	$6.5M	125,549	Added
12	Royal Bank of Canada	$6.4M	122,701	Added
13	NewEdge Advisors, LLC	$5.8M	111,269	Added
14	Steward Partners Investment Advisory, LLC	$5.4M	103,918	Added
15	Concurrent Investment Advisors, LLC	$5.2M	100,854	Added
16	STIFEL FINANCIAL CORP	$4.5M	87,288	Added
17	COMMONWEALTH EQUITY SERVICES, LLC	$4.4M	84,153	New
18	Outlook Wealth Advisors, LLC	$2.9M	55,979	Added
19	Equitable Holdings, Inc.	$2.4M	45,817	Added
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.3M	45,207	Added
21	Intrua Financial, LLC	$2.1M	40,541	New
22	Global Assets Advisory, LLC	$1.9M	37,327	New
23	Accurate Wealth Management, LLC	$1.8M	34,111	Added
24	Western Wealth Management, LLC	$1.7M	32,061	New
25	Gilliland Jeter Wealth Management LLC	$1.5M	28,707	New

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