NORTHERN LTS FD TR III (SCLZ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+0

New

-2

Closed

+7K

Net shares

Ownership Concentration

Top 5: 94.5%Top 10: 100.0%

CWM,44.0%

Swan Global Investments,14.1%

Camarda Financial Advisors,13.4%

JANE STREET GROUP,12.3%

Cambridge Investment Research Advisors,10.7%

Others (3)5.5%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.09%Max: 0.63%High conviction (>1%): 0

CWM,

Swan Global Investments,

Camarda Financial Advisors,

JANE STREET GROUP,

Cambridge Investment Research Advisors,

Kestra Advisory Services,

MORGAN STANLEY

OSAIC HOLDINGS,

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+0

New

-2

Closed

+7K

Net shares

Ownership Concentration

Top 5: 94.5%Top 10: 100.0%

CWM,44.0%

Swan Global Investments,14.1%

Camarda Financial Advisors,13.4%

JANE STREET GROUP,12.3%

Cambridge Investment Research Advisors,10.7%

Others (3)5.5%

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+0

New

-2

Closed

+7K

Net shares

Ownership Concentration

Top 5: 94.5%Top 10: 100.0%

CWM,44.0%

Swan Global Investments,14.1%

Camarda Financial Advisors,13.4%

JANE STREET GROUP,12.3%

Cambridge Investment Research Advisors,10.7%

Others (3)5.5%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$12,997

SCLZ · +30%

$14,662

S&P 500 · +47%

−$1,665

behind the index

Total return (5Y)

+30%

S&P 500

+47%

vs. market

-17%

underperformed

Annualized

12.4%

mkt 18.5%

Volatility

8%

annualized

Beta

0.58

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

SCLZS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

SCLZ (solid)S&P 500 (outline)Green = positive year, red = negative. Number = SCLZ's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+11%

2025

Worst year

+7%

2026

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position