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Disclosery

SCLZ NORTHERN LTS FD TR III

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SWAN ENHAN DIVID (fund)

10 managers (10 13F filers) reported a position in SCLZ shares at 2025-12-31, 165,078 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
10
13F filers
10
New
0
Added
5
Reduced
4
Sold out
1
Shares held by filers
165,078

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
CWM, LLCin group CWM, LLC66,742$3.65M0.01%+28,47713F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC25,191$1.38M0.07%+1,60013F-HRTimelineGroup
Camarda Financial Advisors, LLC23,034$1.26M0.48%-79113F-HRTimeline
Cambridge Investment Research Advisors,…21,446$1.17M<0.01%+12013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,421$899K<0.01%+10,65313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,267$288K<0.01%+613F-HRTimelineGroup
Cetera Investment Advisers4,380$240K<0.01%-2,77513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,395$131K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG102$5.58K<0.01%-4313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$5.47K<0.01%-2,64613F-HRTimelineGroup