Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Northern Lights Fund Trust III - HCM Defender 500 Index ETF meliputi J2 Capital Management Inc, Envestnet Portfolio Solutions, Inc., Kestra Advisory Services, LLC, dan Raymond James Financial Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 99,854 | 73.49 | 5,436 | 95.61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,929 | 17.38 | 323 | 32.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 593,424 | 18.14 | 32,306 | 33.19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,381 | 75 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,817 | 208 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 33,048 | 1,799 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 39,030 | 2,125 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 566,650 | 8.19 | 30,848 | 21.96 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 147,981 | 39.25 | 8,056 | 57.01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 747,394 | 13.38 | 40,688 | 27.82 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 75,999 | 39.46 | 4,137 | 57.24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 381,921 | 35.63 | 20,792 | 52.91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 523,778 | 13.35 | 25,293 | 5.12 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 106,125 | 5,777 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 6,031,775 | 0.01 | 216,560 | 12.62 |
