NORTHERN LTS FD TR III (CPAI) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is RAYMOND JAMES FINANCIAL INC as of Q2 2026.

Are institutions buying or selling CPAI?

In Q2 2026, 19 institutions opened or increased positions in NORTHERN LTS FD TR III while 4 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CPAI?

HoldingsIntel scores NORTHERN LTS FD TR III across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for CPAI. In Q2 2026, the institutional leg showed net inflows: 19 buying versus 4 selling.

How many hedge funds hold CPAI?

21 institutional investors report holding NORTHERN LTS FD TR III (CPAI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CPAI?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR III show 19 buyers versus 4 sellers — net inflows.

NORTHERN LTS FD TR III

CPAI·66538R540·US·ETF

Holders

(1 Elite)

$134.1M

Total Value

83% (23)

Consensus

19 buying - 4 selling

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

Smart Money Verdict

View all

Held by 21 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
RAYMOND JAMES FINANCIAL INC	Increased	705,834(+86.9%)	$36.7M	0.0%	—	45
LPL Financial LLC	Increased	632,834(+151.0%)	$32.9M	0.0%	—	47
Cetera Investment Advisers	Increased	229,098(+112.3%)	$11.9M	0.0%	+13.04%	45
Private Advisor Group, LLC	New	218,755	$11.4M	0.1%	+1.87%	39
OSAIC HOLDINGS, INC.	Increased	154,546(+25.5%)	$8M	0.0%	—	34
ROYAL BANK OF CANADA	Increased	122,701(+177.6%)	$6.4M	0.0%	—	44
NewEdge Advisors, LLC	Increased	111,269(+230.6%)	$5.8M	0.0%	—	44
Steward Partners Investment Advisory, LLC	Increased	103,918(+12.6%)	$5.4M	0.0%	—	30
STIFEL FINANCIAL CORP	Increased	87,288(+181.8%)	$4.5M	0.0%	+7.87%	43
COMMONWEALTH EQUITY SERVICES, LLC	New	84,153	$4.4M	0.0%	+1.87%	37
Equitable Holdings, Inc.	Increased	45,817(+0.6%)	$2.4M	0.0%	+42.88%	26
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	45,207(+76.9%)	$2.3M	0.0%	+11.78%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	9,246(+0.9%)	$480,422	0.0%	+58.52%	24
JPMORGAN CHASE & CO	Decreased	7,342(-1.0%)	$377,452	0.0%	—	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	5,740	$298,250	0.0%	+1.87%	36
GOLDMAN SACHS GROUP INC	New	4,486	$233,093	0.0%	+1.87%	35
D.A. DAVIDSON & CO.	New	4,348	$225,922	0.0%	+1.87%	32
Kestra Advisory Services, LLC	New	3,933	$204,348	0.0%	+1.87%	32
Sanctuary Advisors, LLC	New	3,905	$202,904	0.0%	+1.87%	32
FIFTH THIRD BANCORP	Unchanged	1,731	$89,943	0.0%	+20.82%	0

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CPAINORTHERN LTS FD TR III

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

NORTHERN LTS FD TR III

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