Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
2,879,840
-
Shares change
-
+35,307
-
Total reported value, excl. options
-
$82,535,000
-
Value change
-
+$1,311,490
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$28.66
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q3 2020
11 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q3 2020.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,879,840 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (2,444,163 shares), LPL Financial LLC (104,068 shares), Cambridge Investment Research Advisors, Inc. (76,487 shares), GeoWealth Management, LLC (69,620 shares), Redhawk Wealth Advisors, Inc. (63,341 shares), ENVESTNET ASSET MANAGEMENT INC (58,573 shares), First Allied Advisory Services, Inc. (31,451 shares), Delta Investment Management, LLC (30,707 shares), NEXT Financial Group, Inc (1,055 shares), and UBS Group AG (375 shares).
This table shows the top 10 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.