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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

40 managers (41 13F filers) reported a position in LGH shares at 2025-06-30, 9,783,930 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
41
New
6
Added
9
Reduced
20
Sold out
4
Shares held by filers
9,783,930

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC6,031,775$217M3.24%+63513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding780,442$42.5M+121,228Timeline
Cetera Investment Advisers593,424$32.3M0.05%+91,13713F-HRTimeline
Orion Porfolio Solutions, LLC566,650$30.8M0.26%+42,87213F-HR/ATimeline
J.W. COLE ADVISORS, INC.381,921$20.8M0.44%+100,34013F-HRTimeline
Wealth Watch Advisors, INC327,224$17.8M10.36%-3,17013F-HRTimeline
Cambridge Investment Research Advisors,…227,926$12.4M0.04%-76,40213F-HRTimeline
Optivise Advisory Services LLC147,981$8.06M4.12%+41,71113F-HRTimeline
J2 Capital Management Inc106,125$5.78M4.6%new13F-HRTimeline
Simplicity Wealth,LLC99,854$5.44M0.23%+42,29913F-HRTimeline
Lifestyle Asset Management, Inc.75,999$4.14M1.93%+21,50313F-HRTimeline
LPL Financial LLC60,969$3.32M<0.01%-1,84813F-HRTimeline
Discipline Wealth Solutions, LLC41,754$2.27M0.87%-60313F-HRTimeline
Atria Wealth Solutions, Inc.39,030$2.12M0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC32,844$1.79M0.03%-45213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,098$1.75M0.12%-5,40613F-HRTimeline
GTS SECURITIES LLC29,269$1.59M0.07%-51,46213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC27,379$1.49M0.92%-3,09513F-HRTimeline
CPR Investments Inc.26,640$1.45M1.13%-41413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,619$1.45M0.02%-41513F-HRTimelineGroup
IFP Advisors, Inc25,212$1.37M0.04%-43913F-HRTimeline
Brooklyn Investment Group19,153$1.04M0.14%-1,81013F-HR/ATimeline
Parsonex Advisory Services, Inc.17,504$953K0.79%13F-HRTimeline
Fiduciary Alliance LLC16,590$903K0.07%-6,47413F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,484$571K0.03%-66213F-HRTimeline
Mariner, LLCin group Mariner, LLC5,929$323K<0.01%+87813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,624$304K<0.01%-36113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,901$271K<0.01%-2,04413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,897$267K0.13%-33413F-HRTimeline
Worth Financial Advisory Group, LLC4,890$266K0.16%-4,43813F-HRTimeline
Atria Investments, Inc4,600$250K<0.01%-3,28813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,817$208K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,381$75.2K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,144$62.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV736$40.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC571$31.1K<0.01%-23313F-HRTimelineGroup
Creekmur Asset Management LLC373$20.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$10.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$54<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.