Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR III (LGH)

44 + 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
8Q ▲
Buyers last Q
55%

Smart Money Signals — LGH

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added LGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
44 hedge funds hold LGH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

24 buying20 selling
Last quarter: 24 funds bought or added vs 20 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 27% new
19 out of 44 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 — ~9 new funds/quarter

6 → 8 → 7 → 6 → 9 new funds/Q
New funds entering each quarter: 8 → 7 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 18% 1-2yr ■ 32% new
Of 44 current holders: 22 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
5 of 44 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: LGH
2026 Q1 Stats Unlock in 14 days 44 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 44 41 7.32%
13F Shares 10M 10M -1.4%
Total Value $478M $479M -0.3%
New Positions 9 6 +3
Increased Positions 15 14 +1
Closed Positions 6 3 +3
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGH

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

44 + investors

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

Top 21 institutional holders of LGH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aegis Wealth Management, Inc. 11.24% 251,057 $14.3M
2 Howard Capital Management Inc. 3.77% 6,107,282 $230.8M
3 Optivise Advisory Services LLC 3.73% 108,137 $6.2M
4 J2 Capital Management Inc 2.31% 59,226 $3.4M
5 Lifestyle Asset Management, Inc. 2.19% 117,464 $6.7M
6 Discipline Wealth Solutions, LLC 1.08% 179,545 $10.2M
7 Simplicity Wealth,LLC 0.15% 45,433 $2.6M
8 J.W. COLE ADVISORS, INC. 0.08% 41,839 $2.4M
9 Fiduciary Alliance LLC 0.04% 10,739 $634K
10 Cambridge Investment Research Advisors, Inc. 0.04% 255,789 $15K
11 Brooklyn Investment Group 0.03% 19,153 $1.1M
12 IFP Advisors, Inc 0.03% 26,548 $1.5M
13 GDS Wealth Management 0.02% 6,996 $398K
14 Brookstone Capital Management 0.02% 24,805 $1.4M
15 ENVESTNET ASSET MANAGEMENT INC 0.01% 783,936 $44.7M
16 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,130 $64K
17 Atria Investments, Inc 0.00% 6,120 $349K
18 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 4,393 $250K
19 TRUIST FINANCIAL CORP 0.00% 6,679 $380K
20 Spire Wealth Management 0.00% 200 $11K
21 UBS Group AG 0.00% 857 $49K
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?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added LGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LGH?

Slight buying edge — 55% buying: Last quarter: 24 funds bought or added vs 20 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 — 11% AUM from top-100: 5 of 44 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LGH?

43% of holders stayed for 2+ years: 19 out of 44 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.

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.