Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / HCM DEFEN 500
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
5,312,316
-
Shares change
-
-89,304
-
Total reported value, excl. options
-
$177,169,375
-
Value change
-
-$2,970,076
-
Number of buys
-
10
-
Number of sells
-
-19
-
Price
-
$33.35
Significant Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q4 2022
33 filings reported holding LGH - NORTHERN LTS FD TR III - HCM DEFEN 500 as of Q4 2022.
NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,312,316 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (3,556,431 shares), Cambridge Investment Research Advisors, Inc. (491,736 shares), ENVESTNET ASSET MANAGEMENT INC (260,841 shares), J.W. COLE ADVISORS, INC. (178,461 shares), Orion Portfolio Solutions, LLC (177,927 shares), Cetera Advisor Networks LLC (148,401 shares), Cetera Investment Advisers (97,763 shares), CPR Investments Inc. (68,375 shares), Cetera Advisors LLC (42,531 shares), and Delta Investment Management, LLC (39,546 shares).
This table shows the top 27 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.