Who Owns LGH?
HCM Defender 500 Index ETF — Institutional Ownership & 13F Holdings
$60.96
-0.06 (-0.11%)
Market Cap
$578.5M
Shares Outstanding
8,712,742
Institutional Holders
37
Total Inst. Value
$360.2M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
11
Closed Positions
3
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Howard Capital Management Inc. | $192.3M | 6,031,140 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64.6M | 1,338 |
| 3 | Cetera Investment Advisers | $24.3M | 502,287 |
| 4 | Wealth Watch Advisors, INCNew | $17.8M | 341,241 |
| 5 | Cambridge Investment Research Advisors, Inc. | $14.7M | 304,328 |
| 6 | J.W. COLE ADVISORS, INC. | $13.6M | 281,581 |
| 7 | Efficient Advisors, LLCNew | $5.4M | 111,843 |
| 8 | Optivise Advisory Services LLC | $5.1M | 106,270 |
| 9 | GTS SECURITIES LLCNew | $3.9M | 80,731 |
| 10 | Simplicity Wealth,LLCNew | $2.8M | 57,555 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +961 | $64.6M |
| Cetera Investment Advisers | +85K | $24.3M |
| Wealth Watch Advisors, INCNew | +341K | $17.8M |
| J.W. COLE ADVISORS, INC. | +46K | $13.6M |
| Efficient Advisors, LLCNew | +112K | $5.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Optivise Advisory Services LLC | -66K | $5.1M |
| Howard Capital Management Inc. | -41K | $192.3M |
| OSAIC HOLDINGS, INC. | -23K | $289K |
| Cambridge Investment Research Advisors, Inc. | -5K | $14.7M |
| Discipline Wealth Solutions, LLC | -5K | $2.0M |
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Frequently Asked Questions
How many institutional investors hold LGH?
As of Q1 2025, 37 institutional investors report holding LGH (HCM Defender 500 Index ETF) in their 13F filings.
Which hedge fund owns the most LGH?
The largest institutional holder of LGH is Howard Capital Management Inc. with $192.3M in shares.
Are institutions buying or selling LGH?
This quarter, 11 institutions opened new positions in LGH and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.