HYTR — Northern Lts Fd Tr III 机构持仓 · 2026年Q2
谁持有 Northern Lts Fd Tr III(HYTR)?2026年Q2(报告期截至 2026-06-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 2.55 亿美元。前几大持有机构:LPL Financial LLC(2.38 亿美元)、Concurrent Investment Advisors, LLC(420.00 万美元)、Integrated Wealth Concepts LLC(280.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $237.9M | 11.1M | 增持 |
| 2 | Concurrent Investment Advisors, LLC | $4.2M | 196,271 | 增持 |
| 3 | Integrated Wealth Concepts LLC | $2.8M | 130,685 | 减持 |
| 4 | JPMORGAN CHASE & CO | $2.7M | 124,314 | 增持 |
| 5 | OSAIC HOLDINGS, INC. | $1.9M | 87,041 | 增持 |
| 6 | Accurate Wealth Management, LLC | $1.3M | 63,013 | 增持 |
| 7 | CITADEL ADVISORS LLC | $985,914 | 46,157 | 增持 |
| 8 | Cetera Investment Advisers | $936,551 | 43,846 | 增持 |
| 9 | NewEdge Advisors, LLC | $611,964 | 28,650 | 新建仓 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $364,380 | 17,059 | 减持 |
| 11 | Atria Investments, Inc | $334,643 | 15,667 | 增持 |
| 12 | WEST MICHIGAN ADVISORS, LLC | $287,164 | 13,444 | 减持 |
| 13 | WORLD EQUITY GROUP, INC. | $260,676 | 12,204 | 增持 |
| 14 | Jacobi Capital Management LLC | $249,731 | 11,692 | 增持 |
| 15 | MORGAN STANLEY | $97,383 | 4,559 | 增持 |
| 16 | Luminist Capital LLC | $24,564 | 1,150 | 减持 |
| 17 | Global Retirement Partners, LLC | $14,760 | 691 | 减持 |
| 18 | FIFTH THIRD BANCORP | $1,431 | 67 | 持平 |
| 19 | Advisory Services Network, LLC | $0 | 0 | 清仓 |
| 20 | UBS Group AG | $0 | 0 | 清仓 |
| 21 | Counterpoint Mutual Funds LLC | $0 | 0 | 清仓 |
| 22 | F/m Investments LLC | $0 | 0 | 清仓 |
| 23 | CITIGROUP INC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30