Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR III (SCLZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
56%

Smart Money Signals — SCLZ

Based on 8 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SCLZ 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 — 73% of 2.2Y peak

73% of all-time peak
8 funds currently hold this stock — 73% of the 2.2-year high of 11 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

5 buying4 selling
Last quarter: 5 funds bought or added vs 4 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 — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 0 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 12% new

38% conviction (2yr+) 50% medium 12% new
Of the 8 current holders: 3 (38%) held >2 years, 4 held 1–2 years, and 1 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.
💎

Buying through price weakness — shares +4%, value -12%

Value
-12%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

1 → 4 → 2 → 0 → 0 new funds/Q
New funds entering each quarter: 4 → 2 → 0 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 50% new entrants

0% veterans 50% 1-2yr 50% new
Of 8 current holders: 0 (0%) held 2+ years, 4 held 1–2 years, 4 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
2 of 8 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — SCLZ

In 2026 Q1, 5 hedge funds were net buyers of SCLZ (5 added to existing positions), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 8.

Hedge Fund Ownership: SCLZ

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

Market Analysis: SCLZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCLZ

-- --

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

Is It Too Late to Buy NORTHERN LTS FD TR III (SCLZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCLZ 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 · 70d ago
SCLZ
+20.6%
SPY
+25.7%

SCLZ outperformed SPY by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
SCLZ
+0.6%
SPY
-8.5%

Since the filing became public, SCLZ outperformed SPY by +9.1% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SCLZ
8 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 8 10 -20.0%
13F Shares 172K 165K 4.31%
Total Value $8M $9M -11.96%
New Positions 0 0 -
Increased Positions 5 5 -
Closed Positions 2 1 +1
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCLZ

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Financial Highlights

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Institutional Holders (2026 Q1)

8 + investors

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

QUARTER:
Top 8 institutional holders of SCLZ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Camarda Financial Advisors, LLC 0.63% 23,035 $1.2M
2 Swan Global Investments, LLC 0.04% 24,344 $1.3M
3 CWM, LLC 0.01% 75,723 $3.9M
4 Cambridge Investment Research Advisors, Inc. 0.00% 18,356
5 Kestra Advisory Services, LLC 0.00% 5,447 $282K
6 JANE STREET GROUP, LLC 0.00% 21,190 $1.1M
7 OSAIC HOLDINGS, INC. 0.00% 1,710 $88K
8 MORGAN STANLEY 0.00% 2,395 $124K
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 (SCLZ)

What does the Smart Money Trend signal show for SCLZ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SCLZ 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 SCLZ?

Slight buying edge — 56% buying: Last quarter: 5 funds bought or added vs 4 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 SCLZ holders?

Smaller funds dominant — 15% AUM from top-100: 2 of 8 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCLZ?

Mixed — 38% long-term, 12% new: Of the 8 current holders: 3 (38%) held >2 years, 4 held 1–2 years, and 1 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.

Is it too late to buy NORTHERN LTS FD TR III (SCLZ) following the 2026 Q1 hedge fund 13F filings?

As of today, SCLZ has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.5% for the SPY sector ETF — an outperformance of +9.1%. Since the quarter end (March 31, 2026), SCLZ has gained +20.6% vs +25.7% 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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