Who owns HCM Defender 500 Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LGH from SEC Form 13F filings across 43 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 43 institutions disclosed 7.6M shares of HCM Defender 500 Index ETF worth $485.8M — about 83.7% of shares outstanding; the largest disclosed holder is Howard Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$485.8M
value, 2026 filers
83.7%
of shares outstanding (7.6M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLC | 4.0M | $254.0M | 3.0% | 43.8% | -34.8% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 777,689 | $49.6M | 0.0% | 8.5% | -0.8% |
| 3 | Cetera Investment Advisers | 497,684 | $31.7M | 0.0% | 5.5% | -14.7% |
| 4 | J.W. COLE ADVISORS, INC. | 378,467 | $24.1M | 0.4% | 4.2% | +804.6% |
| 5 | Wealth Watch Advisors, INC | 292,740 | $18.7M | 6.1% | 3.2% | -13.8% |
| 6 | Aegis Wealth Management, Inc. | 264,683 | $16.9M | 10.9% | 2.9% | +5.4% |
| 7 | Cambridge Investment Research Advisors, Inc. | 253,313 | $16.2M | 0.0% | 2.8% | -1.0% |
| 8 | LPL Financial LLC | 235,575 | $15.0M | 0.0% | 2.6% | +31.0% |
| 9 | Discipline Wealth Solutions, LLC | 227,458 | $14.5M | 1.3% | 2.5% | +26.7% |
| 10 | Lifestyle Asset Management, Inc. | 133,414 | $8.5M | 2.3% | 1.5% | +13.6% |
| 11 | Optivise Advisory Services LLC | 101,712 | $6.5M | 3.3% | 1.1% | -5.9% |
| 12 | HighPoint Advisor Group LLC | 63,455 | $4.0M | 0.1% | 0.7% | +5.3% |
| 13 | NewEdge Advisors, LLC | 52,857 | $3.4M | 0.0% | 0.6% | +14.9% |
| 14 | TUCKER ASSET MANAGEMENT LLCNEW | 51,407 | $3.3M | 0.8% | 0.6% | new |
| 15 | Simplicity Wealth,LLC | 44,723 | $2.9M | 0.1% | 0.5% | -1.6% |
| 16 | IFP Advisors, Inc | 26,798 | $1.7M | 0.0% | 0.3% | +0.9% |
| 17 | Foundations Investment Advisors, LLC | 26,433 | $1.7M | 0.0% | 0.3% | +2.8% |
| 18 | Brookstone Capital Management | 24,719 | $1.6M | 0.0% | 0.3% | -0.3% |
| 19 | PANORAMIC INVESTMENT ADVISORS, LLC | 23,593 | $1.5M | 0.7% | 0.3% | -5.8% |
| 20 | Nuveen, LLCNEW | 19,153 | $1.2M | 0.0% | 0.2% | new |
| 21 | Integrated Wealth Concepts LLC | 18,251 | $1.2M | 0.0% | 0.2% | +93.6% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,467 | $1.0M | 0.0% | 0.2% | -37.9% |
| 23 | CITADEL ADVISORS LLCNEW | 11,443 | $729,606 | 0.0% | 0.1% | new |
| 24 | Fiduciary Alliance LLC | 10,915 | $695,940 | 0.0% | 0.1% | +1.6% |
| 25 | JANE STREET GROUP, LLC | 9,394 | $598,961 | 0.0% | 0.1% | +17.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.