CPAI NORTHERN LTS FD TR III: institutional ownership and insider trading

57 funds reported holding $347M of NORTHERN LTS FD TR III in their latest 13F filings; in Q2 2026 funds net bought $117M, with 25 new positions and 3 funds selling out.

Largest institutional holders of CPAI

  1. Counterpoint Mutual Funds LLC — $80.9M
  2. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $36.7M
  3. LPL Financial LLC — $32.9M
  4. Arax Advisory Partners — $22.2M
  5. Amplius Wealth Advisors, LLC — $19.5M
  6. U.S. Capital Wealth Advisors, LLC — $15.1M
  7. INSIGNEO ADVISORY SERVICES, LLC — $13.7M
  8. Nilsine Partners, LLC — $11.9M
  9. Cetera Investment Advisers — $11.9M
  10. Private Advisor Group, LLC — $11.4M

All CPAI 13F holders