Northern Lts Fd Tr III (QQH) Hedge Fund Ownership (Q2 2026)

Northern Lts Fd Tr III (QQH)

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

Smart Money Signals — QQH

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added QQH 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

53 hedge funds hold QQH 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 — +29% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+29% 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.

🟠

More sellers than buyers — 48% buying

27 buying29 selling

Last quarter: 29 funds reduced or exited vs 27 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 — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 11 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 34% new

■ 38% conviction (2yr+) ■ 28% medium ■ 34% new

Of the 53 current holders: 20 (38%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Price up while funds trimmed (+18% value, -26% shares)

Value

+18%

-25%

Last quarter: total value of institutional QQH holdings rose +18% even though funds reduced share count by 26%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~10 new funds/quarter

10 → 9 → 11 → 9 → 10 new funds/Q

New funds entering each quarter: 9 → 11 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 40% veterans vs 43% newcomers

■ 40% veterans ■ 17% 1-2yr ■ 43% new

Entry-cohort mix of 53 holders: 21 (40%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

5 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	53	52	1.92%
13F Shares	8M	11M	-25.57%
Total Value	$652M	$552M	18.05%
New Positions	10	9	+1
Increased Positions	17	21	-4
Closed Positions	9	10	-1
Reduced Positions	20	17	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.92%

13F Shares

11M

-25.57%

Total Value

$652M

$552M

18.05%

New Positions

Increased Positions

-4

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

53 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QQH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Aegis Wealth Management, Inc.	11.84%	229,134	$20.1M
2	McKinney Capital Management, LLC	8.46%	245,687	$21.5M
3	Howard Capital Management, LLC	4.54%	4,289,722	$375.6M
4	Optivise Advisory Services LLC	3.33%	77,506	$6.8M
5	Lifestyle Asset Management, Inc.	2.48%	117,131	$10.3M
6	Discipline Wealth Solutions, LLC	1.46%	191,913	$16.8M
7	OneAscent Financial Services LLC	1.03%	191,148	$16.7M
8	Colonial River Investments, LLC	1.01%	44,825	$3.9M
9	Tucker Asset Management LLC	0.98%	45,618	$4.0M
10	Wbi Investments, LLC	0.57%	24,875	$2.2M
11	J.W. Cole Advisors, INC.	0.40%	269,492	$23.6M
12	Delta Investment Management, LLC	0.34%	23,745	$2.1M
13	VestGen Investment Management	0.18%	4,137	$362K
14	Tactive Advisors, LLC	0.18%	8,421	$737K
15	HighPoint Advisor Group LLC	0.13%	39,857	$3.0M
16	Worth Financial Advisory Group, LLC	0.12%	3,318	$291K
17	Simplicity Wealth,LLC	0.09%	37,203	$3.3M
18	Absolute Capital Management, LLC	0.08%	4,134	$362K
19	Fiduciary Alliance LLC	0.06%	9,166	$803K
20	Bison Wealth, LLC	0.04%	5,506	$489K
21	Aprio Wealth Management, LLC	0.04%	9,978	$874K
22	IFP Advisors, Inc	0.03%	22,461	$2.0M
23	Money Concepts Capital Corp	0.03%	7,531	$659K
24	Foundations Investment Advisors, LLC	0.02%	22,338	$2.0M
25	Brookstone Capital Management	0.02%	18,693	$1.6M

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 (QQH)

What does the Smart Money Trend signal show for QQH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QQH 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 QQH?

More sellers than buyers — 48% buying: Last quarter: 29 funds reduced or exited vs 27 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 QQH holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QQH?

Mixed — 38% long-term, 34% new: Of the 53 current holders: 20 (38%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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Northern Lts Fd Tr III (QQH)

Smart Money Signals — QQH

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~10 new funds per quarter

Mixed — 38% long-term, 34% new

Price up while funds trimmed (+18% value, -26% shares)

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 40% veterans vs 43% newcomers

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — QQH

Hedge Fund Ownership: QQH

Market Analysis: QQH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQH

Hedge Fund Positioning: QQH

Statistics: QQH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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

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