HCM DEFENDER 500 INDEX ETF LGH
$63.64
-0.0% 52w: $51.37 – $65.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data51.3758.4765.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
45
-2 QoQ
13F value
$437.2M
-13.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LGH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | Wealth advisor | 6.1M | $230.8M | 3.8% | -1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 783.9K | $44.7M | 0.0% | +3.6% |
| Cetera Investment Advisers | Wealth advisor | 583.5K | $33.2M | 0.0% | -0.9% |
| Wealth Watch Advisors, INC | Wealth advisor | 339.8K | $19.4M | 8.1% | +3.3% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 276.6K | $15.8M | 0.1% | -51.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 255.8K | $14.6M | 0.0% | -2.1% |
| Aegis Wealth Management, Inc. | Wealth advisor | 251.1K | $14.3M | 11.2% | +5.9% |
| LPL Financial LLC | Bank broker | 179.8K | $10.2M | 0.0% | +63.8% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 179.5K | $10.2M | 1.1% | +181.0% |
| Lifestyle Asset Management, Inc. | Wealth advisor | 117.5K | $6.7M | 2.2% | +38.8% |
| Optivise Advisory Services LLC | Wealth advisor | 108.1K | $6.2M | 3.7% | -3.1% |
| HighPoint Advisor Group LLC | Wealth advisor | 60.3K | $3.4M | 0.1% | -21.7% |
| J2 Capital Management Inc | Wealth advisor | 59.2K | $3.4M | 2.3% | -45.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 46.0K | $2.6M | 0.0% | +112.2% |
| Simplicity Wealth,LLC | Wealth advisor | 45.4K | $2.6M | 0.1% | -0.3% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 41.8K | $2.4M | 0.1% | -89.6% |
| GTS SECURITIES LLC | Market maker | 35.9K | $2.0M | 0.1% | -56.8% |
| IFP Advisors, Inc | Wealth advisor | 26.5K | $1.5M | 0.0% | +1.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 26.5K | $1.5M | 0.0% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 25.7K | $1.5M | 0.0% | -2.1% |
| PANORAMIC INVESTMENT ADVISORS, LLC | Wealth advisor | 25.0K | $1.4M | 0.8% | -7.3% |
| Brookstone Capital Management | Wealth advisor | 24.8K | $1.4M | 0.0% | -6.3% |
| Brooklyn Investment Group | Diversified mechanical | 19.2K | $1.1M | 0.0% | Held |
| Fiduciary Alliance LLC | Other | 10.7K | $634K | 0.0% | -33.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 9.4K | $537K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 8.0K | $455K | 0.0% | +78.4% |
| McKinney Capital Management, LLC | Wealth advisor | 7.3K | $418K | 0.4% | — |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 7.3K | $413K | 0.0% | -25.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.2K | $409K | 0.0% | +47.0% |
| Mariner, LLC | Diversified mechanical | 7.1K | $405K | 0.0% | Held |
| GDS Wealth Management | Other | 7.0K | $398K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 6.7K | $380K | 0.0% | Held |
| VestGen Advisors, LLC | Wealth advisor | 5.6K | $350K | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 6.1K | $349K | 0.0% | +49.1% |
| VestGen Investment Management | Wealth advisor | 6.0K | $342K | 0.2% | -1.6% |
| Bison Wealth, LLC | Wealth advisor | 5.2K | $332K | 0.0% | +25.1% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 5.3K | $299K | 0.1% | +2.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 4.4K | $250K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.7K | $213K | 0.0% | +29.9% |
| MORGAN STANLEY | Bank broker | 1.1K | $65K | 0.0% | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 1.1K | $64K | 0.0% | +14.7% |
| UBS Group AG | Bank broker | 857 | $49K | 0.0% | -29.6% |
| ASSETMARK, INC | Wealth advisor | 408 | $23K | 0.0% | -28.5% |
| Spire Wealth Management | Wealth advisor | 200 | $11K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 1 | $56 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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