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

12 funds reported holding $12.0M of NORTHERN LTS FD TR III in their latest 13F filings; in Q2 2026 funds net bought $2.14M, with 3 new positions and 0 funds selling out.

Largest institutional holders of SCLZ

  1. CWM, LLC — $3.92M
  2. Swan Global Investments, LLC — $1.42M
  3. Ethos Financial Group, LLC — $1.39M
  4. Camarda Financial Advisors, LLC — $1.37M
  5. JANE STREET GROUP, LLC — $1.19M
  6. Cambridge Investment Research Advisors, Inc. — $1.03M
  7. Taylor Securities Services, Inc. — $772K
  8. AVANTAX ADVISORY SERVICES, INC. — $361K
  9. Kestra Advisory Services, LLC — $309K
  10. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $134K

All SCLZ 13F holders