CUSIP 66538R748HCM DEFND 100QQHQ4 2025
Aggregate 13F value by quarter
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52 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 6.49M | $314.78M | +289.0K | Added |
| 2 | Envestnet Asset Management Inc | 603.6K | $46.70M | −62.2K | Reduced |
| 3 | Orion Porfolio Solutions, LLC | 531.4K | $41.11M | −45.0K | Reduced |
| 4 | Cetera Investment Advisers | 498.7K | $38.58M |
| −46.0K |
| Reduced |
| 5 | Wealth Watch Advisors, Inc | 347.4K | $26.87M | +1.8K | Added |
| 6 | Lpl Financial LLC | 265.4K | $20.53M | +17.7K | Added |
| 7 | J.W. Cole Advisors, Inc. | 281.6K | $17.08M | +7.7K | Added |
| 8 | Aegis Wealth Management, Inc. | 211.8K | $16.39M | +211.8K | New Position |
| 9 | Optivise Advisory Services LLC | 91.3K | $7.06M | −27.4K | Reduced |
| 10 | Lifestyle Asset Management, Inc. | 72.8K | $5.63M | +49 | Added |
See every fund holding Northern Lts Fd Tr III, with full quarter-over-quarter share changes.
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