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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

43 managers (43 13F filers) reported a position in LGH shares at 2025-09-30, 10,112,807 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
6
Added
15
Reduced
15
Sold out
2
Shares held by filers
10,112,807

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC6,245,336$253M3.34%+213,56113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding813,392$49.1M+32,950Timeline
Cetera Investment Advisers639,581$38.6M0.04%+46,15713F-HRTimeline
Orion Porfolio Solutions, LLC592,003$35.8M0.28%+25,35313F-HRTimeline
J.W. COLE ADVISORS, INC.396,837$24M0.46%+14,91613F-HRTimeline
Wealth Watch Advisors, INC324,239$19.6M8.07%-2,98513F-HRTimeline
Cambridge Investment Research Advisors,…260,211$15.7M0.04%+32,28513F-HRTimeline
Optivise Advisory Services LLC144,566$8.73M5.19%-3,41513F-HRTimeline
J2 Capital Management Inc106,225$6.42M4.83%+10013F-HRTimeline
LPL Financial LLC101,664$6.14M<0.01%+40,69513F-HRTimeline
Lifestyle Asset Management, Inc.86,638$5.23M1.79%+10,63913F-HRTimeline
Simplicity Wealth,LLC49,120$2.97M0.17%-50,73413F-HRTimeline
Discipline Wealth Solutions, LLC47,327$2.86M0.75%+5,57313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP33,766$2.04M0.13%+1,66813F-HRTimeline
Foundations Investment Advisors, LLC29,199$1.76M0.03%-3,64513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC27,235$1.64M0.92%-14413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,884$1.56M0.02%-73513F-HRTimelineGroup
IFP Advisors, Inc25,534$1.54M0.04%+32213F-HR/ATimeline
GTS SECURITIES LLC22,969$1.39M0.05%-6,30013F-HRTimeline
CPR Investments Inc.21,151$1.28M0.88%-5,48913F-HRTimeline
Brooklyn Investment Group19,153$1.04M0.14%013F-HR/ATimeline
Parsonex Advisory Services, Inc.17,115$1.03M0.7%-38913F-HRTimeline
Fiduciary Alliance LLC16,555$1000K0.07%-3513F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,152$613K0.03%-33213F-HRTimeline
Mariner, LLCin group Mariner, LLC7,102$429K<0.01%+1,17313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,679$403K<0.01%new13F-HRTimelineGroup
VestGen Investment Management5,894$356K0.21%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,311$321K<0.01%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,104$308K0.13%+20713F-HRTimeline
Worth Financial Advisory Group, LLC4,390$265K0.15%-50013F-HRTimeline
Atria Investments, Inc4,249$257K<0.01%-35113F-HRTimeline
Delta Investment Management, LLC4,018$243K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,817$231K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,613$220K<0.01%-1,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,590$150K<0.01%-3,03413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,144$69.1K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV835$50.4K<0.01%+9913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC571$34.5K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA568$34K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG496$30K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC373$22.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$12.1K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$60<0.01%013F-HR/ATimelineGroup