NORTHERN LTS FD TR III - COUNTERPOINT QUA (CPAI)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / COUNTERPOINT QUA
Total 13F shares
2,147,888
Share change
+306,693
Total reported value
$84,570,290
Price per share
$39.49
Number of holders
20
Value change
+$12,202,709
Number of buys
16
Number of sells
3

Institutional Holders of NORTHERN LTS FD TR III - COUNTERPOINT QUA (CPAI) as of Q3 2025

As of 30 Sep 2025, NORTHERN LTS FD TR III - COUNTERPOINT QUA (CPAI) was held by 20 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,147,888 shares. The largest 10 holders included Counterpoint Mutual Funds LLC, OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, U.S. Capital Wealth Advisors, LLC, LPL Financial LLC, Steward Partners Investment Advisory, LLC, Concurrent Investment Advisors, LLC, Cetera Investment Advisers, Nilsine Partners, LLC, and Equitable Holdings, Inc.. This page lists 20 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.