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Disclosery

LGH NORTHERN LTS FD TR III

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HCM DEFEN 500 (fund)

45 managers (45 13F filers) reported a position in LGH shares at 2026-03-31, 9,730,161 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
15
Reduced
18
Sold out
8
Shares held by filers
9,730,161

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC6,107,282$231M3.77%-72,84413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC783,936$44.7M0.01%+27,11613F-HRTimelineGroup
Cetera Investment Advisers583,494$33.2M0.04%-5,41913F-HRTimeline
Wealth Watch Advisors, INC339,788$19.4M8.11%+10,88313F-HRTimeline
Orion Porfolio Solutions, LLC276,621$15.8M0.13%-287,79313F-HRTimeline
Cambridge Investment Research Advisors,…255,789$14.6M0.04%-5,51513F-HRTimeline
Aegis Wealth Management, Inc.251,057$14.3M11.24%+14,07513F-HRTimeline
LPL Financial LLC179,840$10.2M<0.01%+70,04913F-HRTimeline
Discipline Wealth Solutions, LLC179,545$10.2M1.08%+115,64513F-HRTimeline
Lifestyle Asset Management, Inc.117,464$6.69M2.19%+32,85113F-HRTimeline
Optivise Advisory Services LLC108,137$6.16M3.73%-3,40413F-HRTimeline
HighPoint Advisor Group LLC60,256$3.43M0.14%-16,67313F-HRTimeline
J2 Capital Management Inc59,226$3.37M2.31%-49,13713F-HRTimeline
NewEdge Advisors, LLC45,995$2.62M0.01%+24,32213F-HR/ATimeline
Simplicity Wealth,LLC45,433$2.59M0.15%-13913F-HRTimeline
J.W. COLE ADVISORS, INC.41,839$2.38M0.08%-360,45113F-HRTimeline
GTS SECURITIES LLC35,939$2.05M0.07%-47,23313F-HRTimeline
IFP Advisors, Inc26,548$1.51M0.03%+30213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,530$1.51M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC25,725$1.47M0.02%-54413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC25,046$1.43M0.77%-1,97713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management24,805$1.41M0.02%-1,65613F-HRTimelineGroup
Brooklyn Investment Group19,153$1.09M0.03%013F-HRTimeline
Fiduciary Alliance LLC10,739$634K0.04%-5,37113F-HRTimeline
Integrated Wealth Concepts LLC9,425$537K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,986$455K<0.01%+3,51013F-HRTimelineGroup
McKinney Capital Management, LLC7,345$418K0.36%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,255$413K0.02%-2,52913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,176$409K<0.01%+2,29513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,102$405K<0.01%013F-HRTimelineGroup
GDS Wealth Management6,996$398K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,679$380K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC5,554$350K0.01%new13F-HRTimeline
Atria Investments, Inc6,120$349K<0.01%+2,01413F-HRTimeline
VestGen Investment Management6,008$342K0.19%-9613F-HRTimeline
Bison Wealth, LLC5,211$332K0.03%+1,04413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,252$299K0.1%+14013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,393$250K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,731$213K<0.01%+85813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,145$65.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,130$64.4K<0.01%+14513F-HRTimeline
UBS Group AGin group UBS Group AG857$48.8K<0.01%-36113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC408$23.2K<0.01%-16313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200$11.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$56<0.01%013F-HR/ATimelineGroup