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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

47 managers (47 13F filers) reported a position in LGH shares at 2025-12-31, 10,270,265 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
47
13F filers
47
New
9
Added
16
Reduced
15
Sold out
5
Shares held by filers
10,270,265

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC6,180,126$255M3.31%-65,21013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC756,820$46.9M0.01%-56,57213F-HRTimelineGroup
Cetera Investment Advisers588,913$36.5M0.04%-50,66813F-HRTimeline
Orion Porfolio Solutions, LLC564,414$35M0.26%-27,58913F-HRTimeline
Wealth Watch Advisors, INC328,905$20.4M7.56%+4,66613F-HRTimeline
J.W. COLE ADVISORS, INC.402,290$20M0.48%+5,45313F-HRTimeline
Cambridge Investment Research Advisors,…261,304$16.2M0.04%+1,09313F-HRTimeline
Aegis Wealth Management, Inc.236,982$14.7M11.53%13F-HRTimeline
Optivise Advisory Services LLC111,541$6.91M3.98%-33,02513F-HRTimeline
LPL Financial LLC109,791$6.8M<0.01%+8,12713F-HRTimeline
J2 Capital Management Inc108,363$6.72M4.9%+2,13813F-HRTimeline
Lifestyle Asset Management, Inc.84,613$5.24M1.71%-2,02513F-HRTimeline
GTS SECURITIES LLC83,172$5.15M0.18%+60,20313F-HRTimeline
HighPoint Advisor Group LLC76,929$4.77M0.1%new13F-HRTimeline
Discipline Wealth Solutions, LLC63,900$3.96M0.73%+16,57313F-HRTimeline
Simplicity Wealth,LLC45,572$2.82M0.17%-3,54813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC27,023$1.67M0.91%-21213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,461$1.64M0.02%+57713F-HRTimelineGroup
Foundations Investment Advisors, LLC26,269$1.63M0.02%-2,93013F-HRTimeline
IFP Advisors, Inc26,246$1.63M0.04%+71213F-HRTimeline
NewEdge Advisors, LLC21,673$1.34M<0.01%new13F-HRTimeline
Brooklyn Investment Group19,153$1.2M0.06%013F-HRTimeline
Fiduciary Alliance LLC16,110$998K0.07%-44513F-HRTimeline
Parsonex Advisory Services, Inc.15,364$952K0.61%-1,75113F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,784$606K0.02%-36813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,102$440K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,679$414K<0.01%013F-HRTimelineGroup
VestGen Investment Management6,104$378K0.21%+21013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,664$351K<0.01%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,112$317K0.12%+813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,881$302K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,476$277K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp4,437$275K0.01%new13F-HRTimeline
Atria Investments, Inc4,106$254K<0.01%-14313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,093$254K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co3,950$245K0.01%new13F-HRTimeline
Bison Wealth, LLC4,167$238K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,828$237K<0.01%+1113F-HRTimelineGroup
Worth Financial Advisory Group, LLC3,642$226K0.11%-74813F-HRTimeline
Delta Investment Management, LLC3,313$205K0.04%-70513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,873$178K<0.01%+28313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,218$75.5K<0.01%+72213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,145$71K<0.01%+113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV985$61.1K<0.01%+15013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC571$35.4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200$12.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$62<0.01%013F-HRTimelineGroup