13FBOX
NORTHERN LTS FD TR III · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR III

SCLZ
Institutions
10
Combined AUM (Q2 2026)
$7.5M
Combined Shares (Q2 2026)
134,717
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+38,240
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-75,723
1 · 1 Exit · ≈
⚖️ Net
-37,483
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.5M
Institutions
10
New Buys
3
Adds
5
Reduces
0
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Swan Global Investments, LLC
0.03%0.04%#4$1.4M25,295$1.3M24,344+951+3.91%Add
Ethos Financial Group, LLC
0.09%#3$1.4M25,782$00+25,782New Buy
Camarda Financial Advisors, LLC
0.42%0.63%#1$1.4M24,484$1.2M23,035+1,449+6.29%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#9$1.2M21,298$1.1M21,190+108+0.51%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#5$1.0M18,356$949,00018,35600.00%Unchanged
Taylor Securities Services, Inc.
0.22%#2$538,0629,601$00+9,601New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#6$309,0525,515$281,6845,447+68+1.25%Add
MORGAN STANLEY
<0.01%<0.01%#10$134,2212,395$130,1822,39500.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$100,5901,795$88,4231,710+85+4.97%Add
Ameritas Advisory Services, LLC
<0.01%#7$10,984196$00+196New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow