Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / HCM DEFEN 500
-
Total 13F shares
-
9,766,426
-
Share change
-
+428,324
-
Total reported value
-
$419,876,014
-
Price per share
-
$54.44
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Number of holders
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39
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Value change
-
+$23,435,566
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Number of buys
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15
-
Number of sells
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24
Institutional Holders of NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) as of Q2 2025
As of 30 Jun 2025 NORTHERN LTS FD TR III - HCM DEFEN 500 (LGH) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,766,426 shares of stock of the company.
Largest 10 holders included Howard Capital Management Inc., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Orion Porfolio Solutions, LLC, J.W. COLE ADVISORS, INC., Wealth Watch Advisors, INC, Cambridge Investment Research Advisors, Inc., Optivise Advisory Services LLC, J2 Capital Management Inc, and Simplicity Wealth,LLC.
This table shows 39 institutional shareholders of the security as of 30 Jun 2025.
| 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.