HCM Defender 500 Index ETFLGHETF
13F holders, Q2 2025 (June 30)40holders +2
6new positions
4sold out
$43.01avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Howard Capital Management, LLC ($216.6M), Envestnet Asset Management Inc. ($40.7M) and Cetera Investment Advisers ($32.3M).
- Company
- HCM Defender 500 Index ETF
- Filed as
- NORTHERN LTS FD TR III (Q2 2025)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.0M |
| Exits | 4 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 612,957 shares bought and 184,633 shares sold, net +428,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Howard Capital Management, LLC | 3.24% | Add +0.0% | 6,031,775 | $216.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.4% | 747,394 | $40.7M |
| Cetera Investment Advisers | 0.05% | Add +18.1% | 593,424 | $32.3M |
| Orion Porfolio Solutions, LLC | 0.26% | Add +8.2% | 566,650 | $30.8M |
| J.W. Cole Advisors, Inc. | 0.44% | Add +35.6% | 381,921 | $20.8M |
| Wealth Watch Advisors, INC | 10.30% | Reduce -1.0% | 327,224 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -25.1% | 227,926 | $12.4M |
| Optivise Advisory Services LLC | 4.12% | Add +39.3% | 147,981 | $8.1M |
| J2 Capital Management Inc | 4.60% | New | 106,125 | $5.8M |
| Simplicity Wealth,LLC | 0.23% | Add +73.5% | 99,854 | $5.4M |
| Lifestyle Asset Management, Inc. | 1.93% | Add +39.5% | 75,999 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 60,969 | $3.3M |
| Discipline Wealth Solutions, LLC | 0.87% | Reduce -1.4% | 41,754 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.05% | New | 39,030 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 33,048 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -1.4% | 32,844 | $1.8M |
| Money Concepts Capital Corp. | 0.12% | Reduce -14.4% | 32,098 | $1.7M |
| GTS Securities LLC | 0.07% | Reduce -63.8% | 29,269 | $1.6M |
| Panoramic Investment Advisors, LLC | 0.92% | Reduce -10.2% | 27,379 | $1.5M |
| CPR Investments Inc. | 1.13% | Reduce -1.5% | 26,640 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -1.5% | 26,619 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -1.7% | 25,212 | $1.4M |
| Brooklyn Investment Group | 0.14% | Reduce -8.6% | 19,153 | $1.0M |
| Parsonex Advisory Services, Inc. | 0.79% | — | 17,504 | $953K |
| Fiduciary Alliance LLC | 0.07% | Reduce -28.1% | 16,590 | $903K |
| Integrity Alliance, Llc. | 0.03% | Reduce -5.9% | 10,484 | $571K |
| Mariner, LLC | 0.00% | Add +17.4% | 5,929 | $323K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.0% | 5,624 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.4% | 4,901 | $271K |
| Absolute Capital Management, LLC | 0.13% | Reduce -6.4% | 4,897 | $267K |
| Worth Financial Advisory Group, LLC | 0.16% | Reduce -47.6% | 4,890 | $266K |
| Atria Investments, Inc | 0.00% | Reduce -41.7% | 4,600 | $250K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,817 | $208K |
| Raymond James Financial Inc. | 0.00% | New | 1,381 | $75K |
| Morgan Stanley | 0.00% | No change | 1,144 | $62K |
| Creative Financial Designs Inc. | 0.00% | No change | 736 | $40K |
| Assetmark, Inc. | 0.00% | Reduce -29.0% | 571 | $31K |
| Creekmur Asset Management LLC | 0.00% | No change | 373 | $20K |
| Spire Wealth Management | 0.00% | No change | 200 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $54 |
"% 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.