Who Owns HCM Defender 500 Index ETF (LGH)?Hedge Fund & Institutional Holders

$59.68+0.22 (+0.38%)Financial ServicesNYSE_ARCA

Institutional Holders

37

as of QNaN NaN

Total Institutional Value

$340.6T

% of Float Held

QoQ Change in Holders

+37 / -0

Price History

$44.63$49.33$54.03$58.73$63.43Aug 24Jun 25Mar 26

LGH — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Howard Capital Management Inc.New6.0M$192.3T4.83%
ENVESTNET ASSET MANAGEMENT INCNew659K$31.8T10.26%
Cetera Investment AdvisersNew502K$24.3T46.98%
Orion Portfolio Solutions, LLCNew462K$24.1T100.00%
Wealth Watch Advisors, INCNew341K$17.8T11.06%
J.W. COLE ADVISORS, INC.New282K$13.6T0.42%
Efficient Advisors, LLCNew112K$5.4T0.33%
Optivise Advisory Services LLCNew106K$5.1T2.88%
GTS SECURITIES LLCNew81K$3.9T0.17%
LPL Financial LLCNew63K$3.0T1.18%
Simplicity Wealth,LLCNew58K$2.8T0.22%
Lifestyle Asset Management, Inc.New54K$2.6T1.45%
Discipline Wealth Solutions, LLCNew42K$2.0T0.98%
MONEY CONCEPTS CAPITAL CORPNew38K$1.8T0.14%
FOUNDATIONS INVESTMENT ADVISORS, LLCNew33K$1.6T29.68%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Howard Capital Management Inc.6,031,140$192.3T4.83%New
2ENVESTNET ASSET MANAGEMENT INC659,214$31.8T10.26%New
3Cetera Investment Advisers502,287$24.3T46.98%New
4Orion Portfolio Solutions, LLC462,088$24.1T100.00%New
5Wealth Watch Advisors, INC341,241$17.8T11.06%New
6J.W. COLE ADVISORS, INC.281,581$13.6T0.42%New
7Efficient Advisors, LLC111,843$5.4T0.33%New
8Optivise Advisory Services LLC106,270$5.1T2.88%New
9GTS SECURITIES LLC80,731$3.9T0.17%New
10LPL Financial LLC62,817$3.0T1.18%New
11Simplicity Wealth,LLC57,555$2.8T0.22%New
12Lifestyle Asset Management, Inc.54,496$2.6T1.45%New
13Discipline Wealth Solutions, LLC42,357$2.0T0.98%New
14MONEY CONCEPTS CAPITAL CORP37,504$1.8T0.14%New
15FOUNDATIONS INVESTMENT ADVISORS, LLC33,296$1.6T29.68%New
16PANORAMIC INVESTMENT ADVISORS, LLC30,474$1.5T0.99%New
17CPR Investments Inc.27,054$1.3T1.16%New
18Brookstone Capital Management27,034$1.3T18.71%New
19IFP Advisors, Inc25,651$1.2T0.04%New
20SUSQUEHANNA INTERNATIONAL GROUP, LLP15,302$738.9B0.13%New
21Worth Financial Advisory Group, LLC9,328$450.4B0.29%New
22Atria Investments, Inc7,888$380.9B4.88%New
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,945$335.4B0.64%New
24OSAIC HOLDINGS, INC.5,985$289.1B0.64%New
25ABSOLUTE CAPITAL MANAGEMENT, LLC5,231$252.6B0.15%New
26Mariner, LLC5,051$243.9B0.41%New
27AQR CAPITAL MANAGEMENT LLC4,208$203.2B0.21%New
28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,338$64.6B0.05%New
29MORGAN STANLEY1,144$55.0B0.00%New
30ASSETMARK, INC804$38.8B0.11%New
31CREATIVE FINANCIAL DESIGNS INC /ADV736$35.5B0.00%New
32UBS Group AG435$21.0B0.00%New
33Creekmur Asset Management LLC373$18.0B0.00%New
34Cambridge Investment Research Advisors, Inc.304,328$14.7B0.05%New
35Spire Wealth Management200$9.7B0.00%New
36Fiduciary Alliance LLC23,064$1.1B0.00%New
37Brooklyn Investment Group20,963$1.0B0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 37 institutional investors hold LGH (HCM Defender 500 Index ETF). The largest holder is Howard Capital Management Inc. with $192.3T in shares. This quarter, 37 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own LGH?

As of QNaN NaN, 37 institutional investors report holding LGH (HCM Defender 500 Index ETF) in their 13F filings.

Who is the largest institutional holder of LGH?

The largest institutional holder of LGH is Howard Capital Management Inc. with $192.3T in shares.

Is institutional ownership of LGH increasing or decreasing?

This quarter, 37 institutions opened new positions in LGH and 0 closed their positions.