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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

35 managers (35 13F filers) reported a position in LGH shares at 2024-12-31, 9,477,918 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
18
Reduced
6
Sold out
3
Shares held by filers
9,477,918

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC6,071,955$209M3.25%+78,62313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC587,367$30.6M0.01%+87,57113F-HRTimelineGroup
Orion Porfolio Solutions, LLC462,088$24.1M0.24%+38,61113F-HRTimeline
Orion Portfolio Solutions, LLC462,088$24.1M0.24%+38,61113F-HRTimeline
Cetera Investment Advisers417,666$21.7M0.05%+38,24813F-HRTimeline
Wealth Watch Advisors, INC341,241$17.8M11.06%13F-HRTimeline
Cambridge Investment Research Advisors,…309,580$16.1M0.05%+9,87313F-HRTimeline
J.W. COLE ADVISORS, INC.236,068$12.3M0.5%+20,99913F-HRTimeline
Optivise Advisory Services LLC171,932$8.95M4.82%+48,42413F-HRTimeline
LPL Financial LLC58,429$3.04M<0.01%+10,41713F-HRTimeline
Discipline Wealth Solutions, LLC47,587$2.48M1.15%+12,85413F-HRTimeline
Lifestyle Asset Management, Inc.44,198$2.3M1.25%+1,28813F-HRTimeline
Foundations Investment Advisors, LLC33,433$1.74M0.03%+37813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC30,474$1.59M1.03%+6813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,261$1.52M<0.01%-2,53813F-HR/ATimelineGroup
CPR Investments Inc.28,295$1.47M1.33%-13,83313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,427$1.38M0.02%-77213F-HRTimelineGroup
IFP Advisors, Inc24,971$1.3M0.04%-1,23113F-HRTimeline
Fiduciary Alliance LLC22,994$1.2M0.12%-3,58213F-HRTimeline
Brooklyn Investment Group22,256$1.16M0.35%new13F-HRTimeline
Worth Financial Advisory Group, LLC10,082$525K0.32%+89713F-HRTimeline
Atria Investments, Inc7,894$411K0.01%-61113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,718$402K<0.01%new13F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,524$290K0.16%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,053$263K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,004$261K<0.01%+1,05113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP4,911$256K0.02%+2713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,144$59.6K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV754$39.3K<0.01%+7313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA527$27K<0.01%+32713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…377$19.6K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC373$19.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$10.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC47$2.45K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.