Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr III (LGH)

43 + Investors. Track Smart Money conviction in LGH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — LGH

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
43 funds currently hold this stock — 93% of the 3.0-year high of 46 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

22 buying26 selling
Last quarter: 26 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 30% medium ■ 28% new
18 out of 43 hedge funds have held LGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

8 → 8 → 6 → 10 → 7 new funds/Q
New funds entering each quarter: 8 → 6 → 10 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Entry-cohort mix of 43 holders: 21 (49%) are 2+ year veterans, 6 entered 1–2 years ago, and 16 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
6 of 43 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LGH

In 2026 Q1, 22 hedge funds were net buyers of LGH (7 opened a new position, 15 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 43.

Hedge Fund Ownership: LGH

How many hedge funds hold LGH — quarterly history vs. share price
Quarterly hedge fund ownership of LGH vs. share price

Market Analysis: LGH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LGH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Northern Lts Fd Tr III (LGH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LGH has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
LGH
+11.7%
SPY
+14.9%

LGH outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
LGH
+0.8%
SPY
+1.1%

Since the filing became public, LGH outperformed SPY by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: LGH
43 + Investors

Track Smart Money conviction in LGH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 46 -6.52%
13F Shares 10M 10M -4.81%
Total Value $419M $499M -16.1%
New Positions 7 10 -3
Increased Positions 15 16 -1
Closed Positions 10 6 +4
Reduced Positions 16 14 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGH

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LGH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LGH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aegis Wealth Management, Inc. 11.24% 251,057 $14.3M
2 Wealth Watch Advisors, INC 8.10% 339,788 $19.4M
3 Howard Capital Management Inc. 3.77% 6,107,282 $230.8M
4 Optivise Advisory Services LLC 3.73% 108,137 $6.2M
5 J2 Capital Management Inc 2.31% 59,226 $3.4M
6 Lifestyle Asset Management, Inc. 2.19% 117,464 $6.7M
7 Discipline Wealth Solutions, LLC 1.08% 179,545 $10.2M
8 McKinney Capital Management, LLC 0.36% 7,345 $418K
9 VestGen Investment Management 0.19% 6,008 $342K
10 Simplicity Wealth,LLC 0.15% 45,433 $2.6M
11 HighPoint Advisor Group LLC 0.14% 60,256 $3.4M
12 Orion Porfolio Solutions, LLC 0.13% 276,621 $15.8M
13 Absolute Capital Management, LLC 0.10% 5,252 $299K
14 J.W. Cole Advisors, INC. 0.08% 41,839 $2.4M
15 Gts Securities LLC 0.07% 35,939 $2.0M
16 Fiduciary Alliance LLC 0.04% 10,739 $634K
17 Cetera Investment Advisers 0.04% 583,494 $33.2M
18 Brooklyn Investment Group 0.03% 19,153 $1.1M
19 Bison Wealth, LLC 0.03% 5,211 $332K
20 IFP Advisors, Inc 0.03% 26,548 $1.5M
21 GDS Wealth Management 0.02% 6,996 $398K
22 Foundations Investment Advisors, LLC 0.02% 25,725 $1.5M
23 Brookstone Capital Management 0.02% 24,805 $1.4M
24 Integrity Alliance, LLC. 0.02% 7,255 $413K
25 Envestnet Asset Management Inc 0.01% 783,936 $44.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Northern Lts Fd Tr III (LGH)

What does the Smart Money Trend signal show for LGH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LGH?

More sellers than buyers — 46% buying: Last quarter: 26 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LGH holders?

Smaller funds dominant — 14% AUM from top-100: 6 of 43 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LGH?

42% of holders stayed for 2+ years: 18 out of 43 hedge funds have held LGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Northern Lts Fd Tr III (LGH) following the 2026 Q1 hedge fund 13F filings?

As of today, LGH has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), LGH has gained +11.7% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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