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

Name: Who Owns LGH? 49 Institutions Hold $486M (Q2 2026)
Creator: ko.io

Who owns Northern Lts Fd Tr III (LGH)? 49 institutions reported holding $485.75M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Howard Capital Management Inc. ($254.0M), Envestnet Asset Management Inc ($49.6M), Cetera Investment Advisers ($31.7M).

Rank	Institution	Value	Shares	Change
1	Howard Capital Management Inc.	$254.0M	4.0M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$49.6M	777,689	Trimmed
3	Cetera Investment Advisers	$31.7M	497,684	Trimmed
4	J.W. COLE ADVISORS, INC.	$24.1M	378,467	Added
5	Wealth Watch Advisors, INC	$18.7M	292,740	Trimmed
6	Aegis Wealth Management, Inc.	$16.9M	264,683	Added
7	Cambridge Investment Research Advisors, Inc.	$16.2M	253,313	Trimmed
8	LPL Financial LLC	$15.0M	235,575	Added
9	Discipline Wealth Solutions, LLC	$14.5M	227,458	Added
10	Lifestyle Asset Management, Inc.	$8.5M	133,414	Added
11	Optivise Advisory Services LLC	$6.5M	101,712	Trimmed
12	HighPoint Advisor Group LLC	$4.0M	63,455	Added
13	NewEdge Advisors, LLC	$3.4M	52,857	Added
14	TUCKER ASSET MANAGEMENT LLC	$3.3M	51,407	New
15	Simplicity Wealth,LLC	$2.9M	44,723	Trimmed
16	IFP Advisors, Inc	$1.7M	26,798	Added
17	Foundations Investment Advisors, LLC	$1.7M	26,433	Added
18	Brookstone Capital Management	$1.6M	24,719	Trimmed
19	PANORAMIC INVESTMENT ADVISORS, LLC	$1.5M	23,593	Trimmed
20	Nuveen, LLC	$1.2M	19,153	New
21	Integrated Wealth Concepts LLC	$1.2M	18,251	Added
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.0M	16,467	Trimmed
23	CITADEL ADVISORS LLC	$729,606	11,443	New
24	Fiduciary Alliance LLC	$695,940	10,915	Added
25	JANE STREET GROUP, LLC	$598,961	9,394	Added

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