# NORTHERN LTS FD TR III HCM DEFEN 500

NORTHERN LTS FD TR III HCM DEFEN 500 is a security (CUSIP 66538R730) tracked across SEC portfolio filings. 46 institutional managers reported $481.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: NORTHERN LTS FD TR III
- Class: HCM DEFEN 500
- CUSIP: 66538R730
- 13F holders: 46
- 13F value: $481.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 46 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Howard Capital Management, LLC](https://search.stillhousedata.com/firm/118070) | Alpharetta, GA | $254.0M | 3,983,449 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $49.6M | 777,689 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $33.2M | 583,494 |
| [J.W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | TAMPA, FL | $24.1M | 378,467 |
| [Wealth Watch Advisors, INC](https://search.stillhousedata.com/firm/172002) | ENGLEWOOD, CO | $19.4M | 339,788 |
| [Aegis Wealth Management, Inc.](https://search.stillhousedata.com/firm/301990) | Guthrie Center, IA | $16.9M | 264,683 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $15.8M | 276,621 |
| Discipline Wealth Solutions, LLC | GREENVILLE, SC | $14.5M | 227,458 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $10.2M | 179,840 |
| [Lifestyle Asset Management, Inc.](https://search.stillhousedata.com/firm/157450) | FRIENDSWOOD, TX | $8.5M | 133,414 |
| [Optivise Advisory Services LLC](https://search.stillhousedata.com/firm/301764) | FRANKLIN, TN | $6.5M | 101,712 |
| [HighPoint Advisor Group LLC](https://search.stillhousedata.com/firm/316636) | DOWNERS GROVE, IL | $4.0M | 63,455 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $2.9M | 44,723 |
| NewEdge Advisors, LLC | New Orleans, LA | $2.6M | 45,995 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $2.1M | 39,030 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/66538R730.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.