Skip to content
Disclosery

SCLZ NORTHERN LTS FD TR III

Follow

SWAN ENHAN DIVID (fund)

8 managers (8 13F filers) reported a position in SCLZ shares at 2026-03-31, 172,200 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
8
13F filers
8
New
0
Added
5
Reduced
2
Sold out
2
Shares held by filers
172,200

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC75,723$3.92M0.01%+8,98113F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC24,344$1.26M0.07%-84713F-HRTimelineGroup
Camarda Financial Advisors, LLC23,035$1.19M0.63%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,190$1.1M<0.01%+4,76913F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,356$949K<0.01%-3,09013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,447$282K<0.01%+18013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,395$124K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,710$88.4K<0.01%+1,61013F-HRTimelineGroup