As of 31 Dec 2025, 10 institutional investors reported holding 165,078 shares of NORTHERN LTS FD TR III - SWAN ENHAN DIVID (SCLZ).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 165,078 | $9,037,037 | +$1,348,953 | $54.74 | 10 |
| 2025 Q3 | 140,510 | $7,635,087 | +$283,754 | $54.36 | 11 |
| 2025 Q2 | 142,075 | $7,508,980 | +$2,663,041 | $52.85 | 11 |
| 2025 Q1 | 91,688 | $4,783,615 | +$771,502 | $52.17 | 7 |
| 2024 Q4 | 76,902 | $4,094,026 | +$2,426,002 | $53.24 | 6 |
| 2024 Q3 | 31,332 | $1,686,010 | -$1,432,053 | $53.81 | 5 |
| 2024 Q2 | 57,945 | $2,955,813 | +$1,100,893 | $51.01 | 4 |
| 2024 Q1 | 36,363 | $1,855,375 | +$1,855,375 | $51.02 | 3 |