SCLZ NORTHERN LTS FD TR III
FollowSWAN ENHAN DIVID (fund)
10 managers (10 13F filers) reported a position in SCLZ shares at 2026-06-30, 134,717 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 5
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 134,717
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Swan Global Investments, LLCin group Swan Global Investments, LLC | 25,295 | $1.42M | 0.06% | +951 | 13F-HRTimelineGroup |
| Ethos Financial Group, LLC | 25,782 | $1.39M | 0.09% | new | 13F-HRTimeline |
| Camarda Financial Advisors, LLC | 24,484 | $1.37M | 0.42% | +1,449 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 21,298 | $1.19M | <0.01% | +108 | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 18,356 | $1.03M | <0.01% | 0 | 13F-HR/ATimeline |
| Taylor Securities Services, Inc. | 9,601 | $538K | 0.22% | new | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 5,515 | $309K | <0.01% | +68 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2,395 | $134K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,795 | $101K | <0.01% | +85 | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 196 | $11K | <0.01% | new | 13F-HRTimelineGroup |