# 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

- Issuer: NORTHERN LTS FD TR III
- Class: CP HIGH YILD TRD
- CUSIP: 66538R722
- 13F holders: 23
- 13F value: $227.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 23 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $209.5M | 9,838,080 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $4.2M | 196,271 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $2.8M | 132,479 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $2.5M | 119,801 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.8M | 82,665 |
| Accurate Wealth Management, LLC | WESLEY CHAPEL, FL | $1.3M | 63,013 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $943K | 44,286 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $915K | 42,989 |
| CWM, LLC | OMAHA, NE | $903K | 42,403 |
| [WEST MICHIGAN ADVISORS, LLC](https://search.stillhousedata.com/firm/312073) | HOLLAND, MI | $527K | 24,756 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $372K | 17,454 |
| First Horizon Advisors, Inc. | MEMPHIS, TN | $341K | 15,699 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $335K | 15,667 |
| [WORLD EQUITY GROUP, INC.](https://search.stillhousedata.com/firm/29087) | SCHAUMBURG, IL | $261K | 12,204 |
| [Jacobi Capital Management LLC](https://search.stillhousedata.com/firm/147663) | PITTSTON, PA | $250K | 11,692 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/66538R722.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.