NORTHERN LTS FD TR III CP HIGH YILD TRD

NORTHERN LTS FD TR III CP HIGH YILD TRD is a security (CUSIP 66538R722) tracked across SEC portfolio filings. 23 institutional managers reported $227.1M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 23 managers by value.

ManagerLocationValueShares
LPL Financial LLCFORT MILL, SC$209.5M9,838,080
Concurrent Investment Advisors, LLCTampa, FL$4.2M196,271
Integrated Wealth Concepts LLCWALTHAM, MA$2.8M132,479
JPMORGAN CHASE & CONEW YORK, NY$2.5M119,801
OSAIC HOLDINGS, INC.PHOENIX, AZ$1.8M82,665
Accurate Wealth Management, LLCWESLEY CHAPEL, FL$1.3M63,013
CITADEL ADVISORS LLCMIAMI, FL$943K44,286
Cetera Investment AdvisersSCHAUMBURG, IL$915K42,989
CWM, LLCOMAHA, NE$903K42,403
WEST MICHIGAN ADVISORS, LLCHOLLAND, MI$527K24,756
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$372K17,454
First Horizon Advisors, Inc.MEMPHIS, TN$341K15,699
Atria Investments, IncCharlotte, NC$335K15,667
WORLD EQUITY GROUP, INC.SCHAUMBURG, IL$261K12,204
Jacobi Capital Management LLCPITTSTON, PA$250K11,692

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