Who Owns SCLZ?

NORTHERN LTS FD TR III — Institutional Ownership & 13F Holdings

BATS

$54.96

+0.38 (+0.70%)

Market Cap

Shares Outstanding

Institutional Holders

7

Total Inst. Value

$3.7M

% of Float Held

QoQ Holder Change

+2

Institutional data as of Q1 2025

New Positions

1

Closed Positions

1

Increased

1

Decreased

4

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Swan Global Investments, LLC$1.2M23,234
2Camarda Financial Advisors, LLC$1.2M22,612
3CITADEL ADVISORS LLC$596K11,425
4JANE STREET GROUP, LLC$551K10,569
5MORGAN STANLEY$124K2,395
6UBS Group AG$50K965
7CWM, LLCNew$1K20,488

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Swan Global Investments, LLC+5K$1.2M
CWM, LLCNew+20K$1K

Top Sellers

Frequently Asked Questions

How many institutional investors hold SCLZ?

As of Q1 2025, 7 institutional investors report holding SCLZ (NORTHERN LTS FD TR III) in their 13F filings.

Which hedge fund owns the most SCLZ?

The largest institutional holder of SCLZ is Swan Global Investments, LLC with $1.2M in shares.

Are institutions buying or selling SCLZ?

This quarter, 1 institutions opened new positions in SCLZ and 1 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.