SCLZ — Northern Lts Fd Tr III Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr III (SCLZ)? 10 institutions reported holding $7.50M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Swan Global Investments, LLC ($1.4M), Ethos Financial Group, LLC ($1.4M), Camarda Financial Advisors, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $1.4M | 25,295 | Added |
| 2 | Ethos Financial Group, LLC | $1.4M | 25,782 | New |
| 3 | Camarda Financial Advisors, LLC | $1.4M | 24,484 | Added |
| 4 | JANE STREET GROUP, LLC | $1.2M | 21,298 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.0M | 18,356 | Hold |
| 6 | Taylor Securities Services, Inc. | $538,062 | 9,601 | New |
| 7 | Kestra Advisory Services, LLC | $309,052 | 5,515 | Added |
| 8 | MORGAN STANLEY | $134,221 | 2,395 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $100,590 | 1,795 | Added |
| 10 | Ameritas Advisory Services, LLC | $10,984 | 196 | New |
Source: SEC Form 13F filings · as of 2026-06-30