Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
5,980,810
-
Shares change
-
+836,531
-
Total reported value, excl. options
-
$248,792,603
-
Value change
-
+$34,508,407
-
Number of buys
-
21
-
Number of sells
-
-13
-
Price
-
$41.57
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q1 2022
40 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q1 2022.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,980,810 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (3,557,235 shares), Cambridge Investment Research Advisors, Inc. (716,600 shares), AE Wealth Management LLC (238,194 shares), ENVESTNET ASSET MANAGEMENT INC (180,446 shares), J.W. COLE ADVISORS, INC. (164,889 shares), CPR Investments Inc. (163,239 shares), Cetera Investment Advisers (151,305 shares), ADVISOR GROUP HOLDINGS, INC. (151,170 shares), LPL Financial LLC (131,454 shares), and Cetera Advisor Networks LLC (107,385 shares).
This table shows the top 32 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.