Who Owns NORTHERN LTS FD TR III (SCLZ)?Hedge Fund & Institutional Holders
$53.49+0.59 (+1.12%)BATS
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$1.3780001260000497e+21T
% of Float Held
—
QoQ Change in Holders
+1 / -1
Price History
SCLZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Swan Global Investments, LLC | Increased | +2K | +$95.6M |
| CWM, LLC | New Position | +67K | +$3.7M |
| Cambridge Investment Research Advisors, Inc. | Increased | +120 | +$-159K |
| Kestra Advisory Services, LLC | Increased | +6 | +$-285K |
| JANE STREET GROUP, LLC | Increased | +11K | +$-313.5M |
SCLZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -10K | -$545.4M |
| Cetera Investment Advisers | Decreased | -3K | -$388.9M |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$146.8M |
| Camarda Financial Advisors, LLC | Decreased | -791 | -$35.0M |
| UBS Group AG | Decreased | -43 | -$2.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 25,191 | $1.4B | 0.04% | Share |
| 2 | Camarda Financial Advisors, LLC | 23,034 | $1.3B | 0.48% | Share |
| 3 | UBS Group AG | 102 | $5.0M | 0.00% | Share |
| 4 | CWM, LLC | 66,742 | $3.7M | 0.01% | Share |
| 5 | Cambridge Investment Research Advisors, Inc. | 21,446 | $1.0M | 0.00% | Share |
| 6 | MORGAN STANLEY | 2,395 | $0 | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 16,421 | $0 | 0.00% | Share |
| 8 | Kestra Advisory Services, LLC | 5,267 | $0 | 0.00% | Share |
| 9 | Cetera Investment Advisers | 4,380 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 100 | $0 | 0.00% | Share |
SCLZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $2.6B | +0 |
| Q3 2025 | 10 | $4.0B | -1 |
| Q2 2025 | 11 | $5.1B | +4 |
| Q1 2025 | 7 | $3.7B | +0 |
| Q4 2024 | 7 | $4.0B | +0 |
| Q3 2024 | 7 | $942.8B | +1 |
| Q2 2024 | 6 | $1.2T | +1 |
| Q1 2024 | 5 | $2.3T | — |
As of Q4 2025, 10 institutional investors hold SCLZ (NORTHERN LTS FD TR III). The largest holder is Swan Global Investments, LLC with $1.4B in shares. This quarter, 1 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SCLZ?
As of Q4 2025, 10 institutional investors report holding SCLZ (NORTHERN LTS FD TR III) in their 13F filings.
Who is the largest institutional holder of SCLZ?
The largest institutional holder of SCLZ is Swan Global Investments, LLC with $1.4B in shares.
Is institutional ownership of SCLZ increasing or decreasing?
This quarter, 1 institutions opened new positions in SCLZ and 1 closed their positions.