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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

42 managers (43 13F filers) reported a position in LGH shares at 2026-06-30, 7,618,441 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
43
New
5
Added
18
Reduced
16
Sold out
6
Shares held by filers
7,618,441

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Howard Capital Management, LLC3,983,449$254M3.02%-2,123,83313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding780,833$49.8M-3,103Timeline
Cetera Investment Advisers497,684$31.7M0.03%-85,81013F-HRTimeline
J.W. COLE ADVISORS, INC.378,467$24.1M0.41%+336,62813F-HRTimeline
Wealth Watch Advisors, INC292,740$18.7M6.07%-47,04813F-HRTimeline
Aegis Wealth Management, Inc.264,683$16.9M10.89%+13,62613F-HRTimeline
Cambridge Investment Research Advisors,…253,313$16.2M0.04%-2,47613F-HR/ATimeline
LPL Financial LLC235,575$15M<0.01%+55,73513F-HRTimeline
Discipline Wealth Solutions, LLC227,458$14.5M1.27%+47,91313F-HRTimeline
Lifestyle Asset Management, Inc.133,414$8.51M2.29%+15,95013F-HRTimeline
Optivise Advisory Services LLC101,712$6.49M3.29%-6,42513F-HRTimeline
HighPoint Advisor Group LLC63,455$4.05M0.14%+3,19913F-HRTimeline
NewEdge Advisors, LLC52,857$3.37M0.01%+6,86213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC51,407$3.28M0.81%new13F-HRTimeline
Simplicity Wealth,LLC44,723$2.85M0.1%-71013F-HRTimeline
IFP Advisors, Inc26,798$1.71M0.03%+25013F-HRTimeline
Foundations Investment Advisors, LLC26,433$1.69M0.02%+70813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,719$1.58M0.02%-8613F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC23,593$1.5M0.72%-1,45313F-HRTimeline
Nuveen, LLCin group TIAA19,153$1.22M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC18,251$1.16M0.01%+8,82613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,467$1.05M<0.01%-10,06313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,443$730K<0.01%new13F-HRTimelineGroup
Fiduciary Alliance LLC10,915$696K0.05%+17613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,394$599K<0.01%+1,40813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,688$554K<0.01%+1,51213F-HRTimelineGroup
McKinney Capital Management, LLC8,025$512K0.2%+68013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,679$426K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.6,395$408K0.01%-86013F-HRTimeline
Bison Wealth, LLC5,618$361K0.03%+40713F-HRTimeline
VestGen Advisors, LLC5,265$336K0.01%-28913F-HRTimeline
VestGen Investment Management4,948$315K0.17%-1,06013F-HRTimeline
J2 Capital Management Inc4,868$310K0.21%-54,35813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,447$284K0.07%-80513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,055$259K<0.01%+32413F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,904$249K<0.01%-272,71713F-HRTimeline
Delta Investment Management, LLC3,313$211K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,186$75.6K<0.01%+5613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,145$73K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC768$49K<0.01%+36013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200$12.8K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$63<0.01%013F-HRTimelineGroup