Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / HCM DEFEN 500
-
Total 13F shares
-
9,861,880
-
Share change
-
+424,777
-
Total reported value
-
$377,287,734
-
Price per share
-
$48.29
-
Number of holders
-
38
-
Value change
-
+$20,491,610
-
Number of buys
-
20
-
Number of sells
-
15
Institutional Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q1 2025
As of 31 Mar 2025,
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,861,880 shares.
The largest 10 holders included
Howard Capital Management Inc., ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Cetera Investment Advisers, Wealth Watch Advisors, INC, Cambridge Investment Research Advisors, Inc., J.W. COLE ADVISORS, INC., Optivise Advisory Services LLC, and GTS SECURITIES LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.