NORTHERN LTS FD TR III HCM DEFND 100

NORTHERN LTS FD TR III HCM DEFND 100 is a security (CUSIP 66538R748) tracked across SEC portfolio filings. 57 institutional managers reported $660.2M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 57 managers by value.

ManagerLocationValueShares
Howard Capital Management, LLCAlpharetta, GA$372.8M4,355,633
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$53.9M629,437
Cetera Investment AdvisersSCHAUMBURG, IL$34.6M494,994
Wealth Watch Advisors, INCENGLEWOOD, CO$25.3M362,022
J.W. COLE ADVISORS, INC.TAMPA, FL$21.9M256,226
Aegis Wealth Management, Inc.Guthrie Center, IA$20.0M233,887
McKinney Capital Management, LLCHOUSTON, TX$19.5M228,158
Brinker Capital Investments, LLCBerwyn, PA$18.3M262,765
LPL Financial LLCFORT MILL, SC$16.9M242,552
Discipline Wealth Solutions, LLCGREENVILLE, SC$16.4M191,319
Lifestyle Asset Management, Inc.FRIENDSWOOD, TX$9.9M115,143
Optivise Advisory Services LLCFRANKLIN, TN$6.9M80,132
GTS SECURITIES LLCNEW YORK, NY$4.3M61,677
NewEdge Advisors, LLCNew Orleans, LA$3.5M49,995
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$3.4M48,119

More