Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Northern Lights Fund Trust III - HCM Defender 100 Index ETF meliputi Envestnet Portfolio Solutions, Inc., J2 Capital Management Inc, Principal Securities, Inc., dan Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23,665 | 1,600 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4,098 | 277 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 24,446 | 3.66 | 1,653 | 19.80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 80,688 | 73.98 | 5,455 | 101.14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 52,661 | 11.23 | 3,560 | 28.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 490,109 | 14.29 | 28,662 | -0.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 509,411 | 13.85 | 34,441 | 31.63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 287 | 19 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,488 | 168 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 24,736 | 1.94 | 1,672 | 17.83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 100 | 7 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 549,397 | 12.10 | 37,145 | 29.60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,706 | 12.42 | 318 | 30.33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 122,564 | 41.32 | 8,287 | 63.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 383 | 26 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27,773 | 1,878 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 613,814 | 16.74 | 41,500 | 34.96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 264,875 | 42.95 | 17,908 | 65.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 63,757 | 39.30 | 4,311 | 61.06 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,300 | 100.00 | 88 | 128.95 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 38,672 | 6.71 | 2,615 | 23.36 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14,773 | 999 |
