CUSIP 66538R730HCM DEFEN 500LGHQ4 2025
Aggregate 13F value by quarter
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45 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 6.18M | $255.42M | −65.2K | Reduced |
| 2 | Envestnet Asset Management Inc | 756.8K | $46.90M | −56.6K | Reduced |
| 3 | Cetera Investment Advisers | 588.9K | $36.49M | −50.7K | Reduced |
| 4 | Orion Porfolio Solutions, LLC | 564.4K |
| $34.98M |
| −27.6K |
| Reduced |
| 5 | Wealth Watch Advisors, Inc | 328.9K | $20.38M | +4.7K | Added |
| 6 | J.W. Cole Advisors, Inc. | 402.3K | $19.99M | +5.5K | Added |
| 7 | Aegis Wealth Management, Inc. | 237.0K | $14.69M | +237.0K | New Position |
| 8 | Optivise Advisory Services LLC | 111.5K | $6.91M | −33.0K | Reduced |
| 9 | Lpl Financial LLC | 109.8K | $6.80M | +8.1K | Added |
| 10 | J2 Capital Management Inc | 108.4K | $6.72M | +2.1K | Added |
See every fund holding Northern Lts Fd Tr III, with full quarter-over-quarter share changes.
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