HCM Defender 500 Index ETFLGHETF
13F holders, Q1 2024 (March 31)23holders
1famous investor
$46.54avg. 13F price*
At the end of Q1 2024, 23 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings. The largest holders were Howard Capital Management, LLC ($174.7M), Envestnet Asset Management Inc. ($20.1M) and Orion Porfolio Solutions, LLC ($16.4M). 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 (Q1 2024)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.7M |
| Exits | 2 | $4.3M |
Ownership 23 holders
| Howard Capital Management, LLC | 19.08% | Add +2.0% | 3,753,098 | $174.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +51.9% | 432,870 | $20.1M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +16.2% | 351,902 | $16.4M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +16.2% | 351,902 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -19.9% | 319,654 | $14.9M |
| Cetera Investment Advisers | 0.03% | Add +169.0% | 298,446 | $13.9M |
| J.W. Cole Advisors, Inc. | 0.41% | Reduce -1.7% | 175,703 | $8.2M |
| CPR Investments Inc. | 2.97% | Add +53.2% | 83,795 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2.1% | 62,225 | $2.9M |
| GTS Securities LLC | 0.07% | New | 52,713 | $2.5M |
| Lifestyle Asset Management, Inc. | 1.18% | Add +0.0% | 42,829 | $2.0M |
| IFP Advisors, Inc | 0.07% | Reduce -8.3% | 33,022 | $1.5M |
| Panoramic Investment Advisors, LLC | 1.05% | Reduce -9.3% | 30,640 | $1.4M |
| Fiduciary Alliance LLC | 0.22% | Add +0.6% | 26,874 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 24,507 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -90.3% | 21,920 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.0% | 16,815 | $783K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.6% | 16,616 | $773K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.4% | 6,845 | $319K |
| Citadel Advisors | 0.00% | New | 5,183 | $241K |
| Morgan Stanley | 0.00% | No change | 1,144 | $53K |
| Creekmur Asset Management LLC | 0.01% | Reduce -19.1% | 518 | $24K |
| UBS Group AG | 0.00% | New | 70 | $3K |
"% 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.