HCM Defender 500 Index ETFLGHETF
13F holders, Q1 2025 (March 31)38holders +4
6new positions
2sold out
1famous investor
$38.26avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Howard Capital Management, LLC ($192.3M), Envestnet Asset Management Inc. ($31.8M) and Orion Porfolio Solutions, LLC ($25.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- HCM Defender 500 Index ETF
- Filed as
- NORTHERN LTS FD TR III (Q1 2025)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.2M |
| Exits | 2 | $290K |
All 13F filers, Q4 2024 → Q1 2025: 545,139 shares bought and 161,177 shares sold, net +383,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Howard Capital Management, LLC | 4.83% | Reduce -0.7% | 6,031,140 | $192.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.2% | 659,214 | $31.8M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +13.3% | 523,778 | $25.3M |
| Orion Portfolio Solutions, LLC | 0.25% | Add +13.3% | 523,778 | $25.3M |
| Cetera Investment Advisers | 0.05% | Add +20.3% | 502,287 | $24.3M |
| Wealth Watch Advisors, INC | 12.97% | Reduce -3.2% | 330,394 | $16.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -1.7% | 304,328 | $14.7M |
| J.W. Cole Advisors, Inc. | 0.42% | Add +19.3% | 281,581 | $13.6M |
| Optivise Advisory Services LLC | 2.88% | Reduce -38.2% | 106,270 | $5.1M |
| GTS Securities LLC | 0.17% | New | 80,731 | $3.9M |
| LPL Financial LLC | 0.00% | Add +7.5% | 62,817 | $3.0M |
| Simplicity Wealth,LLC | 0.22% | New | 57,555 | $2.8M |
| Lifestyle Asset Management, Inc. | 1.45% | Add +23.3% | 54,496 | $2.6M |
| Discipline Wealth Solutions, LLC | 0.98% | Reduce -11.0% | 42,357 | $2.0M |
| Money Concepts Capital Corp. | 0.14% | Add +663.7% | 37,504 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.4% | 33,296 | $1.6M |
| Panoramic Investment Advisors, LLC | 0.99% | No change | 30,474 | $1.5M |
| CPR Investments Inc. | 1.16% | Reduce -4.4% | 27,054 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +2.3% | 27,034 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +2.7% | 25,651 | $1.2M |
| Fiduciary Alliance LLC | 0.11% | Add +0.3% | 23,064 | $1.1M |
| Brooklyn Investment Group | 0.22% | Reduce -5.8% | 20,963 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 15,302 | $739K |
| Integrity Alliance, Llc. | 0.02% | New | 11,146 | $538K |
| Worth Financial Advisory Group, LLC | 0.29% | Reduce -7.5% | 9,328 | $450K |
| Atria Investments, Inc | 0.00% | Reduce -0.1% | 7,888 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.0% | 6,945 | $335K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.5% | 5,985 | $289K |
| Absolute Capital Management, LLC | 0.15% | Reduce -5.3% | 5,231 | $253K |
| Mariner, LLC | 0.00% | Add +0.9% | 5,051 | $244K |
| AQR Capital Management | 0.00% | New | 4,208 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +254.9% | 1,338 | $65K |
| Morgan Stanley | 0.00% | No change | 1,144 | $55K |
| Assetmark, Inc. | 0.00% | Add +1610.6% | 804 | $39K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.4% | 736 | $36K |
| UBS Group AG | 0.00% | New | 435 | $21K |
| Creekmur Asset Management LLC | 0.00% | No change | 373 | $18K |
| Spire Wealth Management | 0.00% | No change | 200 | $10K |
"% 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.