HCM Defender 500 Index ETFLGHETF
13F holders, Q2 2026 (June 30)43holders −2
5new positions
6sold out
1famous investor
$63.76avg. 13F price*
At the end of Q2 2026, 43 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, down 2 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Howard Capital Management, LLC ($254.0M), Envestnet Asset Management Inc. ($49.6M) and Cetera Investment Advisers ($31.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- HCM Defender 500 Index ETF
- Filed as
- NORTHERN LTS FD TR III (Q2 2026)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.6M |
| Exits | 6 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 583,080 shares bought and 2,675,647 shares sold, net −2,092,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Howard Capital Management, LLC | 3.02% | Reduce -34.8% | 3,983,449 | $254.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.8% | 777,689 | $49.6M |
| Cetera Investment Advisers | 0.03% | Reduce -14.7% | 497,684 | $31.7M |
| J.W. Cole Advisors, Inc. | 0.41% | Add +804.6% | 378,467 | $24.1M |
| Wealth Watch Advisors, INC | 6.07% | Reduce -13.8% | 292,740 | $18.7M |
| Aegis Wealth Management, Inc. | 10.89% | Add +5.4% | 264,683 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.0% | 253,313 | $16.2M |
| LPL Financial LLC | 0.00% | Add +31.0% | 235,575 | $15.0M |
| Discipline Wealth Solutions, LLC | 1.27% | Add +26.7% | 227,458 | $14.5M |
| Lifestyle Asset Management, Inc. | 2.29% | Add +13.6% | 133,414 | $8.5M |
| Optivise Advisory Services LLC | 3.29% | Reduce -5.9% | 101,712 | $6.5M |
| HighPoint Advisor Group LLC | 0.14% | Add +5.3% | 63,455 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +14.9% | 52,857 | $3.4M |
| Tucker Asset Management LLC | 0.81% | New | 51,407 | $3.3M |
| Simplicity Wealth,LLC | 0.10% | Reduce -1.6% | 44,723 | $2.9M |
| IFP Advisors, Inc | 0.03% | Add +0.9% | 26,798 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +2.8% | 26,433 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -0.3% | 24,719 | $1.6M |
| Panoramic Investment Advisors, LLC | 0.72% | Reduce -5.8% | 23,593 | $1.5M |
| Nuveen, LLC | 0.00% | New | 19,153 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +93.6% | 18,251 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.9% | 16,467 | $1.0M |
| Citadel Advisors | 0.00% | New | 11,443 | $730K |
| Fiduciary Alliance LLC | 0.05% | Add +1.6% | 10,915 | $696K |
| Jane Street Group, LLC | 0.00% | Add +17.6% | 9,394 | $599K |
| Raymond James Financial Inc. | 0.00% | Add +21.1% | 8,688 | $554K |
| McKinney Capital Management, LLC | 0.20% | Add +9.3% | 8,025 | $512K |
| Truist Financial Corp. | 0.00% | No change | 6,679 | $426K |
| Integrity Alliance, Llc. | 0.01% | Reduce -11.8% | 6,395 | $408K |
| Bison Wealth, LLC | 0.03% | Add +7.8% | 5,618 | $361K |
| VestGen Advisors, LLC | 0.01% | Reduce -5.2% | 5,265 | $336K |
| VestGen Investment Management | 0.17% | Reduce -17.6% | 4,948 | $315K |
| J2 Capital Management Inc | 0.21% | Reduce -91.8% | 4,868 | $310K |
| Absolute Capital Management, LLC | 0.07% | Reduce -15.3% | 4,447 | $284K |
| Osaic Holdings, Inc. | 0.00% | Add +8.7% | 4,055 | $259K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -98.6% | 3,904 | $249K |
| Delta Investment Management, LLC | 0.03% | New | 3,313 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,144 | $200K |
| Creative Financial Designs Inc. | 0.00% | Add +5.0% | 1,186 | $76K |
| Morgan Stanley | 0.00% | No change | 1,145 | $73K |
| Assetmark, Inc. | 0.00% | Add +88.2% | 768 | $49K |
| Spire Wealth Management | 0.00% | No change | 200 | $13K |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $63 |
"% of holder's portfolio" is LGH's weight in each manager's 13F, not the share of HCM Defender 500 Index ETF the manager owns.