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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

39 managers (39 13F filers) reported a position in LGH shares at 2025-03-31, 9,861,880 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
14
Reduced
14
Sold out
2
Shares held by filers
9,861,880

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC6,031,140$192M4.83%-40,81513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC659,214$31.8M0.01%+71,84713F-HRTimelineGroup
Orion Porfolio Solutions, LLC523,778$25.3M0.25%+61,69013F-HRTimeline
Orion Portfolio Solutions, LLC523,778$25.3M0.25%+61,69013F-HR/ATimeline
Cetera Investment Advisers502,287$24.3M0.05%+84,62113F-HRTimeline
Wealth Watch Advisors, INC330,394$16M12.97%-10,84713F-HRTimeline
Cambridge Investment Research Advisors,…304,328$14.7M0.05%-5,25213F-HRTimeline
J.W. COLE ADVISORS, INC.281,581$13.6M0.42%+45,51313F-HRTimeline
Optivise Advisory Services LLC106,270$5.13M2.88%-65,66213F-HRTimeline
GTS SECURITIES LLC80,731$3.9M0.17%new13F-HRTimeline
LPL Financial LLC62,817$3.03M<0.01%+4,38813F-HRTimeline
Simplicity Wealth,LLC57,555$2.78M0.22%new13F-HRTimeline
Lifestyle Asset Management, Inc.54,496$2.63M1.45%+10,29813F-HRTimeline
Discipline Wealth Solutions, LLC42,357$2.05M0.98%-5,23013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,504$1.81M0.14%+32,59313F-HRTimeline
Foundations Investment Advisors, LLC33,296$1.61M0.03%-13713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC30,474$1.47M0.99%013F-HRTimeline
CPR Investments Inc.27,054$1.31M1.16%-1,24113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,034$1.31M0.02%+60713F-HRTimelineGroup
IFP Advisors, Inc25,651$1.24M0.04%+68013F-HRTimeline
Fiduciary Alliance LLC23,064$1.11M0.11%+7013F-HRTimeline
Brooklyn Investment Group20,963$1.01M0.22%-1,29313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,302$739K<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.11,146$538K0.02%new13F-HRTimeline
Worth Financial Advisory Group, LLC9,328$450K0.29%-75413F-HRTimeline
Atria Investments, Inc7,888$381K<0.01%-613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,945$335K<0.01%-77313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,985$289K<0.01%-23,27613F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,231$253K0.15%-29313F-HRTimeline
Mariner, LLCin group Mariner, LLC5,051$244K<0.01%+4713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,208$203K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,338$64.6K<0.01%+96113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,144$55.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC804$38.8K<0.01%+75713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV736$35.5K<0.01%-1813F-HRTimeline
UBS Group AGin group UBS Group AG435$21K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC373$18K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$9.66K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.