NORTHERN LTS FD TR III HCM DEFEN 500 is a security (CUSIP 66538R730) tracked across SEC portfolio filings. 46 institutional managers reported $481.4M on Form 13F as of 2026-06-30.
Showing 15 of 46 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Howard Capital Management, LLC | Alpharetta, GA | $254.0M | 3,983,449 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $49.6M | 777,689 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $33.2M | 583,494 |
| J.W. COLE ADVISORS, INC. | TAMPA, FL | $24.1M | 378,467 |
| Wealth Watch Advisors, INC | ENGLEWOOD, CO | $19.4M | 339,788 |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $16.9M | 264,683 |
| Brinker Capital Investments, LLC | Berwyn, PA | $15.8M | 276,621 |
| Discipline Wealth Solutions, LLC | GREENVILLE, SC | $14.5M | 227,458 |
| LPL Financial LLC | FORT MILL, SC | $10.2M | 179,840 |
| Lifestyle Asset Management, Inc. | FRIENDSWOOD, TX | $8.5M | 133,414 |
| Optivise Advisory Services LLC | FRANKLIN, TN | $6.5M | 101,712 |
| HighPoint Advisor Group LLC | DOWNERS GROVE, IL | $4.0M | 63,455 |
| NewEdge Advisors, LLC | New Orleans, LA | $2.6M | 45,995 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $2.6M | 45,433 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $2.1M | 39,030 |