Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
4,075,476
-
Shares change
-
+717,074
-
Total reported value, excl. options
-
$165,038,462
-
Value change
-
+$29,106,026
-
Number of buys
-
17
-
Number of sells
-
-3
-
Price
-
$40.07
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q3 2021
22 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q3 2021.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,075,476 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (3,227,861 shares), Cambridge Investment Research Advisors, Inc. (357,780 shares), LPL Financial LLC (122,803 shares), ENVESTNET ASSET MANAGEMENT INC (101,075 shares), Fulcrum Equity Management (60,286 shares), Cetera Investment Advisers (43,650 shares), Cetera Advisor Networks LLC (39,033 shares), Orion Portfolio Solutions, LLC (36,929 shares), Delta Investment Management, LLC (27,700 shares), and Triumph Capital Management (10,415 shares).
This table shows the top 20 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.