Funds holding Northern Lights Fund Trust III
ISIN US66538R5404 · United States · LEI 549300PPUECJSQFBYV98
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 64.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 1,549,616 | 64.8M $ | 10.87 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 10.87 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,549,616 | +5.3 % |
| 2026Q1 | 1 | 0 | 1,471,116 | +13.1 % |
| 2025Q4 | 1 | 0 | 1,300,416 | +5.0 % |
| 2025Q3 | 1 | 0 | 1,238,916 | +1.6 % |
| 2025Q2 | 1 | 0 | 1,219,316 | +12.5 % |
| 2025Q1 | 1 | 0 | 1,083,546 | +49.8 % |
| 2024Q4 | 1 | 0 | 723,276 | +24.5 % |
| 2024Q3 | 1 | 0 | 581,146 | +51.6 % |
| 2024Q2 | 1 | 383,419 |
Institutional managers
33 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,549,616 | 64.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 377,612 | 15.8M $ | as of Mar 31, 2026 |
| U.S. Capital Wealth Advisors, LLC | 361,772 | 15.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 252,158 | 10.5M $ | as of Mar 31, 2026 |
| Nilsine Partners, LLC | 221,622 | 10.3M $ | as of Mar 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | 209,367 | 8.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 123,168 | 5.1M $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 120,431 | 5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 107,891 | 4.5M $ | as of Mar 31, 2026 |
| Inscription Capital, LLC | 99,642 | 4.2M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 93,213 | 3.9M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 92,267 | 3.9M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 45,524 | 1.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 44,196 | 1.8M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 43,534 | 1.8M $ | as of Mar 31, 2026 |
| Mariner, LLC | 34,818 | 1.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 30,971 | 1.3M $ | as of Mar 31, 2026 |
| Sunbelt Securities, Inc. | 25,682 | 1.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,550 | 1.1M $ | as of Mar 31, 2026 |
| Accurate Wealth Management, LLC | 21,774 | 933.7K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 16,198 | 676.9K $ | as of Mar 31, 2026 |
| Kovack Advisors, Inc. | 14,689 | 618.2K $ | as of Mar 31, 2026 |
| Stirlingshire Investments, Inc. | 11,673 | 487.8K $ | as of Mar 31, 2026 |
| Hilltop Holdings Inc. | 10,975 | 458.6K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 9,162 | 382.9K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Northern Lights Fund Trust III". https://titelia.com/en/stocks/northern-lights-fund-trust-iii-US66538R5404