HCM Defender 500 Index ETFLGHETF
13F holders, Q4 2025 (December 31)47holders +4
9new positions
5sold out
1famous investor
$49.07avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, up 4 from Q3 2025. 9 opened new positions and 5 sold out. The largest holders were Howard Capital Management, LLC ($255.4M), Envestnet Asset Management Inc. ($46.9M) and Cetera Investment Advisers ($36.5M). 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 (Q4 2025)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.1M |
| Exits | 5 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 231,197 shares bought and 310,348 shares sold, net −79,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Howard Capital Management, LLC | 3.31% | Reduce -1.0% | 6,180,126 | $255.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 756,820 | $46.9M |
| Cetera Investment Advisers | 0.04% | Reduce -7.9% | 588,913 | $36.5M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -4.7% | 564,414 | $35.0M |
| Wealth Watch Advisors, INC | 7.57% | Add +1.4% | 328,905 | $20.4M |
| J.W. Cole Advisors, Inc. | 0.48% | Add +1.4% | 402,290 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.4% | 261,304 | $16.2M |
| Aegis Wealth Management, Inc. | 11.53% | — | 236,982 | $14.7M |
| Optivise Advisory Services LLC | 3.98% | Reduce -22.8% | 111,541 | $6.9M |
| LPL Financial LLC | 0.00% | Add +8.0% | 109,791 | $6.8M |
| J2 Capital Management Inc | 4.90% | Add +2.0% | 108,363 | $6.7M |
| Lifestyle Asset Management, Inc. | 1.71% | Reduce -2.3% | 84,613 | $5.2M |
| GTS Securities LLC | 0.18% | Add +262.1% | 83,172 | $5.2M |
| HighPoint Advisor Group LLC | 0.10% | New | 76,929 | $4.8M |
| Discipline Wealth Solutions, LLC | 0.73% | Add +35.0% | 63,900 | $4.0M |
| Simplicity Wealth,LLC | 0.17% | Reduce -7.2% | 45,572 | $2.8M |
| Panoramic Investment Advisors, LLC | 0.91% | Reduce -0.8% | 27,023 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +2.2% | 26,461 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.0% | 26,269 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +2.8% | 26,246 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | New | 21,673 | $1.3M |
| Brooklyn Investment Group | 0.06% | No change | 19,153 | $1.2M |
| Fiduciary Alliance LLC | 0.07% | Reduce -2.7% | 16,110 | $998K |
| Parsonex Advisory Services, Inc. | 0.61% | Reduce -10.2% | 15,364 | $952K |
| Integrity Alliance, Llc. | 0.02% | Reduce -3.6% | 9,784 | $606K |
| Mariner, LLC | 0.00% | No change | 7,102 | $440K |
| Truist Financial Corp. | 0.00% | No change | 6,679 | $414K |
| VestGen Investment Management | 0.21% | Add +3.6% | 6,104 | $378K |
| Citadel Advisors | 0.00% | New | 5,664 | $351K |
| Absolute Capital Management, LLC | 0.12% | Add +0.2% | 5,112 | $317K |
| Raymond James Financial Inc. | 0.00% | New | 4,881 | $302K |
| Jane Street Group, LLC | 0.00% | New | 4,476 | $277K |
| Sigma Planning Corp | 0.01% | New | 4,437 | $275K |
| Atria Investments, Inc | 0.00% | Reduce -3.4% | 4,106 | $254K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,093 | $254K |
| Smithfield Trust Co | 0.01% | New | 3,950 | $245K |
| Bison Wealth, LLC | 0.03% | New | 4,167 | $238K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 3,828 | $237K |
| Worth Financial Advisory Group, LLC | 0.11% | Reduce -17.0% | 3,642 | $226K |
| Delta Investment Management, LLC | 0.04% | Reduce -17.6% | 3,313 | $205K |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 2,873 | $178K |
| UBS Group AG | 0.00% | Add +145.6% | 1,218 | $75K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,145 | $71K |
| Creative Financial Designs Inc. | 0.00% | Add +18.0% | 985 | $61K |
| Assetmark, Inc. | 0.00% | No change | 571 | $35K |
| Spire Wealth Management | 0.00% | No change | 200 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $62 |
"% 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.