NORTHERN LTS FD TR III

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CPAI·66538R540·US·ETF·Unknown - Unknown

CPAI (NORTHERN LTS FD TR III) is held by 20 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($36.7M), LPL Financial LLC ($32.9M), Cetera Investment Advisers ($11.9M). Net institutional sentiment: Bullish.

20

Holders

(2 Elite)

$131.8M

Total Value

82% (22)

Consensus

18 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)70

Activist (13D/13G)36

Congressional (STOCK Act)39

Holder Quality

52

★★★★★

Elite

42

★★★★

Strong

60

★★★

Solid

18

★★

Below

75

★

Weak

Held by 20 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CPAI.

Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	705,834(+86.9%)	$36.7M	0.0%	+12.01%	45
LPL Financial LLC	Increased	632,834(+151.0%)	$32.9M	0.0%	+9.71%	47
Cetera Investment Advisers	Increased	229,098(+112.3%)	$11.9M	0.0%	+11.89%	45
Private Advisor Group, LLC	New	218,755	$11.4M	0.1%	+0.83%	39
OSAIC HOLDINGS, INC.	Increased	154,546(+25.5%)	$8M	0.0%	+30.44%	34
ROYAL BANK OF CANADA	Increased	122,701(+177.6%)	$6.4M	0.0%	+8.65%	44
NewEdge Advisors, LLC	Increased	111,269(+230.6%)	$5.8M	0.0%	+8.12%	44
Steward Partners Investment Advisory, LLC	Increased	103,918(+12.6%)	$5.4M	0.0%	+41.14%	30
STIFEL FINANCIAL CORP	Increased	87,288(+181.8%)	$4.5M	0.0%	+6.77%	43
COMMONWEALTH EQUITY SERVICES, LLC	New	84,153	$4.4M	0.0%	+0.83%	37
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	45,207(+76.9%)	$2.3M	0.0%	+10.64%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	9,246(+0.9%)	$480,422	0.0%	+56.90%	24
JPMORGAN CHASE & CO	Decreased	7,342(-1.0%)	$377,452	0.0%	+42.67%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	5,740	$298,250	0.0%	+0.83%	36
GOLDMAN SACHS GROUP INC	New	4,486	$233,093	0.0%	+0.83%	35
D.A. DAVIDSON & CO.	New	4,348	$225,922	0.0%	+0.83%	32
Kestra Advisory Services, LLC	New	3,933	$204,348	0.0%	+0.83%	32
Sanctuary Advisors, LLC	New	3,905	$202,904	0.0%	+0.83%	32
FIFTH THIRD BANCORP	Unchanged	1,731	$89,943	0.0%	+19.58%	0
JONES FINANCIAL COMPANIES LLLP	New	123	$6,256	0.0%	+0.83%	24

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CPAINORTHERN LTS FD TR III

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer