HCM Defender 500 Index ETFLGHETF
13F holders, Q3 2025 (September 30)43holders +3
6new positions
2sold out
$48.09avg. 13F price*
At the end of Q3 2025, 43 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, up 3 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Howard Capital Management, LLC ($252.9M), Envestnet Asset Management Inc. ($49.1M) and Cetera Investment Advisers ($38.6M).
- Company
- HCM Defender 500 Index ETF
- Filed as
- NORTHERN LTS FD TR III (Q3 2025)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 2 | $1.9M |
All 13F filers, Q2 2025 → Q3 2025: 481,712 shares bought and 113,805 shares sold, net +367,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Howard Capital Management, LLC | 3.34% | Add +3.5% | 6,245,336 | $252.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.8% | 813,392 | $49.1M |
| Cetera Investment Advisers | 0.04% | Add +7.8% | 639,581 | $38.6M |
| Orion Porfolio Solutions, LLC | 0.28% | Add +4.5% | 592,003 | $35.8M |
| J.W. Cole Advisors, Inc. | 0.46% | Add +3.9% | 396,837 | $24.0M |
| Wealth Watch Advisors, INC | 8.07% | Reduce -0.9% | 324,239 | $19.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +14.2% | 260,211 | $15.7M |
| Optivise Advisory Services LLC | 5.19% | Reduce -2.3% | 144,566 | $8.7M |
| J2 Capital Management Inc | 4.83% | Add +0.1% | 106,225 | $6.4M |
| LPL Financial LLC | 0.00% | Add +66.8% | 101,664 | $6.1M |
| Lifestyle Asset Management, Inc. | 1.79% | Add +14.0% | 86,638 | $5.2M |
| Simplicity Wealth,LLC | 0.17% | Reduce -50.8% | 49,120 | $3.0M |
| Discipline Wealth Solutions, LLC | 0.75% | Add +13.3% | 47,327 | $2.9M |
| Money Concepts Capital Corp. | 0.13% | Add +5.2% | 33,766 | $2.0M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -11.1% | 29,199 | $1.8M |
| Panoramic Investment Advisors, LLC | 0.93% | Reduce -0.5% | 27,235 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -2.8% | 25,884 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +1.3% | 25,534 | $1.5M |
| GTS Securities LLC | 0.05% | Reduce -21.5% | 22,969 | $1.4M |
| CPR Investments Inc. | 0.88% | Reduce -20.6% | 21,151 | $1.3M |
| Brooklyn Investment Group | 0.14% | No change | 19,153 | $1.0M |
| Parsonex Advisory Services, Inc. | 0.70% | Reduce -2.2% | 17,115 | $1.0M |
| Fiduciary Alliance LLC | 0.07% | Reduce -0.2% | 16,555 | $1000K |
| Integrity Alliance, Llc. | 0.03% | Reduce -3.2% | 10,152 | $613K |
| Mariner, LLC | 0.00% | Add +19.8% | 7,102 | $429K |
| Truist Financial Corp. | 0.00% | New | 6,679 | $403K |
| VestGen Investment Management | 0.21% | New | 5,894 | $356K |
| Susquehanna International Group, LLP | 0.00% | New | 5,311 | $321K |
| Absolute Capital Management, LLC | 0.13% | Add +4.2% | 5,104 | $308K |
| Worth Financial Advisory Group, LLC | 0.15% | Reduce -10.2% | 4,390 | $265K |
| Atria Investments, Inc | 0.00% | Reduce -7.6% | 4,249 | $257K |
| Delta Investment Management, LLC | 0.04% | New | 4,018 | $243K |
| Kestra Advisory Services, LLC | 0.00% | No change | 3,817 | $231K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.3% | 3,613 | $220K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.0% | 2,590 | $150K |
| Morgan Stanley | 0.00% | No change | 1,144 | $69K |
| Creative Financial Designs Inc. | 0.00% | Add +13.4% | 835 | $50K |
| Assetmark, Inc. | 0.00% | No change | 571 | $34K |
| Royal Bank of Canada | 0.00% | New | 568 | $34K |
| UBS Group AG | 0.00% | New | 496 | $30K |
| Creekmur Asset Management LLC | 0.00% | No change | 373 | $23K |
| Spire Wealth Management | 0.00% | No change | 200 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $60 |
"% 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.