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
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — LGH

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

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 — +10% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

25 buying22 selling
Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

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

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 30% medium ■ 26% new
19 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.
💰

Price up while funds trimmed (+11% value, -22% shares)

Value
+11%
Shares
-22%
Last quarter: total value of institutional LGH holdings rose +11% even though funds reduced share count by 22%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

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

Veteran-anchored — 51% veterans vs 35% newcomers

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Entry-cohort mix of 43 holders: 22 (51%) are 2+ year veterans, 6 entered 1–2 years ago, and 15 (35%) 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
5 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 25 hedge funds were net buyers of LGH (7 opened a new position, 18 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). 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 Q2 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 June 30, 2026 · 88d ago
LGH
+4.8%
SPY
+5.8%

LGH outperformed SPY by -1.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
LGH
-0.5%
SPY
+1.6%

Since the filing became public, LGH outperformed SPY by -2.1% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 43 43 -
13F Shares 8M 10M -22.03%
Total Value $466M $419M 11.39%
New Positions 7 7 -
Increased Positions 18 15 +3
Closed Positions 7 10 -3
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aegis Wealth Management, Inc. 10.89% 264,683 $16.9M
2 Wealth Watch Advisors, INC 6.06% 292,740 $18.7M
3 Optivise Advisory Services LLC 3.29% 101,712 $6.5M
4 Howard Capital Management, LLC 3.02% 3,983,449 $254.0M
5 Lifestyle Asset Management, Inc. 2.29% 133,414 $8.5M
6 Discipline Wealth Solutions, LLC 1.27% 227,458 $14.5M
7 Panoramic Investment Advisors, LLC 0.72% 23,593 $1.5M
8 J.W. Cole Advisors, INC. 0.41% 378,467 $24.1M
9 J2 Capital Management Inc 0.21% 4,868 $310K
10 McKinney Capital Management, LLC 0.20% 8,025 $512K
11 VestGen Investment Management 0.17% 4,948 $315K
12 HighPoint Advisor Group LLC 0.14% 63,455 $4.0M
13 Simplicity Wealth,LLC 0.10% 44,723 $2.9M
14 Absolute Capital Management, LLC 0.07% 4,447 $284K
15 Fiduciary Alliance LLC 0.05% 10,915 $696K
16 Delta Investment Management, LLC 0.03% 3,313 $211K
17 Bison Wealth, LLC 0.03% 5,618 $361K
18 IFP Advisors, Inc 0.03% 26,798 $1.7M
19 Cetera Investment Advisers 0.03% 497,684 $31.7M
20 Foundations Investment Advisors, LLC 0.02% 26,433 $1.7M
21 Brookstone Capital Management 0.02% 24,719 $1.6M
22 Integrity Alliance, LLC. 0.01% 6,395 $408K
23 Envestnet Asset Management Inc 0.01% 777,689 $49.6M
24 NewEdge Advisors, LLC 0.01% 52,857 $3.4M
25 VestGen Advisors, LLC 0.01% 5,265 $336K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for LGH?

Slight buying edge — 53% buying: Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LGH holders?

Smaller funds dominant — 14% AUM from top-100: 5 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?

44% of holders stayed for 2+ years: 19 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 Q2 hedge fund 13F filings?

As of today, LGH has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (June 30, 2026), LGH has gained +4.8% vs +5.8% 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.

Full history →