Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
25
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Total shares
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5.4M
-
Shares change
-
+155K
-
Total reported value, excl. options
-
$190M
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Value change
-
+$5.53M
-
Number of buys
-
12
-
Number of sells
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-13
-
Price
-
$35.11
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q1 2023
25 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q1 2023.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.4M shares
.
Largest 10 shareholders include Howard Capital Management Inc. (3.56M shares), Cambridge Investment Research Advisors, Inc. (464K shares), ENVESTNET ASSET MANAGEMENT INC (263K shares), Brookstone Capital Management (202K shares), Orion Portfolio Solutions, LLC (195K shares), J.W. COLE ADVISORS, INC. (164K shares), Cetera Advisor Networks LLC (161K shares), Cetera Investment Advisers (97.5K shares), CPR Investments Inc. (57.8K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (39.3K shares).
This table shows the top 25 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.