CPAI

NORTHERN LTS FD TR III

Institutional Ownership · Q4 2025

Filing: Q4 2025

NORTHERN LTS FD TR III (CPAI) is held by 75 institutional investors with combined holdings of $1.4B. Major holders include Howard Capital Management, LPL Financial LLC, ENVESTNET ASSET MANAGEMEN.

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Institutional Holders

Total Value

$1.4B

Ownership %

—

🏦 Top Institutional Holders

Howard Capital Management Inc.

ENVESTNET ASSET MANAGEMENT INC

1.4M shares

$94.1M

Cetera Investment Advisers

1.2M shares

$78.8M

Orion Porfolio Solutions, LLC

1.1M shares

$76.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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