Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
3,022,620
-
Shares change
-
+692
-
Total reported value, excl. options
-
$113,339,000
-
Value change
-
+$234,511
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$35.66
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q1 2021
12 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q1 2021.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,022,620 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (2,513,970 shares), Cambridge Investment Research Advisors, Inc. (123,323 shares), LPL Financial LLC (112,535 shares), J.W. COLE ADVISORS, INC. (98,757 shares), Redhawk Wealth Advisors, Inc. (71,413 shares), ENVESTNET ASSET MANAGEMENT INC (57,376 shares), Delta Investment Management, LLC (20,868 shares), Cetera Investment Advisers (13,085 shares), MONEY CONCEPTS CAPITAL CORP (9,863 shares), and NEXT Financial Group, Inc (945 shares).
This table shows the top 11 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.