HCM DEFENDER 500 INDEX ETF (LGH) Top Institutional Shareholders
HCM DEFENDER 500 INDEX ETF (LGH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $418.88M in LGH holdings during the latest filing period.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of LGH tracked by InsiderSet, reporting ownership valued at approximately $230.78M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $384.95M, representing an estimated gain of +66.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed LGH value among the investors covered in this analysis. Major shareholders include Howard Capital Management Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in HCM DEFENDER 500 INDEX ETF (LGH).
This page ranks the largest institutional LGH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$418.88M
Largest Holder
Howard Capital Management Inc.
Largest Position
$230.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 3.77% | 6,107,282 | $230,782,846 | $384,948,092 | +$154,165,246 | +66.80% | |
| Envestnet Asset Management Inc | 0.01% | 783,936 | $44,651,875 | $49,412,270 | +$4,760,395 | +10.66% | |
| Cetera Investment Advisers | 0.04% | 583,494 | $33,235,022 | $36,778,210 | +$3,543,188 | +10.66% | |
| Wealth Watch Advisors, Inc | 8.11% | 339,788 | $19,353,829 | $21,417,177 | +$2,063,348 | +10.66% | |
| Orion Porfolio Solutions, Llc | 0.13% | 276,621 | $15,755,973 | $17,435,698 | +$1,679,725 | +10.66% | |
| Aegis Wealth Management, Inc. | 11.24% | 251,057 | $14,299,829 | $15,824,374 | +$1,524,545 | +10.66% | |
| Lpl Financial Llc | 0.00% | 179,840 | $10,243,407 | $11,335,495 | +$1,092,088 | +10.66% | |
| Discipline Wealth Solutions, Llc | 1.08% | 179,545 | $10,226,657 | $11,316,901 | +$1,090,244 | +10.66% | |
| Lifestyle Asset Management, Inc. | 2.19% | 117,464 | $6,690,592 | $7,403,873 | +$713,281 | +10.66% | |
| Optivise Advisory Services Llc | 3.73% | 108,137 | $6,159,316 | $6,815,983 | +$656,667 | +10.66% | |
| Highpoint Advisor Group Llc | 0.14% | 60,256 | $3,432,104 | $3,797,996 | +$365,892 | +10.66% | |
| J2 Capital Management Inc | 2.31% | 59,226 | $3,373,430 | $3,733,074 | +$359,644 | +10.66% | |
| Simplicity Wealth,Llc | 0.15% | 45,433 | $2,587,811 | $2,863,687 | +$275,876 | +10.66% | |
| J.W. Cole Advisors, Inc. | 0.08% | 41,839 | $2,383,102 | $2,637,154 | +$254,052 | +10.66% | |
| Gts Securities Llc | 0.07% | 35,939 | $2,047,050 | $2,265,271 | +$218,221 | +10.66% | |
| Ifp Advisors, Inc | 0.03% | 26,548 | $1,512,137 | $1,673,347 | +$161,210 | +10.66% | |
| Susquehanna International Group, Llp | 0.00% | 26,530 | $1,511,112 | $1,672,212 | +$161,100 | +10.66% | |
| Foundations Investment Advisors, Llc | 0.02% | 25,725 | $1,465,260 | $1,621,472 | +$156,212 | +10.66% | |
| Brookstone Capital Management | 0.02% | 24,805 | $1,412,861 | $1,563,484 | +$150,623 | +10.66% | |
| Brooklyn Investment Group | 0.03% | 19,153 | $1,090,929 | $1,207,233 | +$116,304 | +10.66% | |
| Fiduciary Alliance Llc | 0.04% | 10,739 | $634,031 | $676,890 | +$42,859 | +6.76% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,425 | $536,835 | $594,067 | +$57,232 | +10.66% | |
| Jane Street Group, Llc | 0.00% | 7,986 | $454,871 | $503,366 | +$48,495 | +10.66% | |
| Mckinney Capital Management, Llc | 0.36% | 7,345 | $418,361 | $462,963 | +$44,602 | +10.66% | |
| Integrity Alliance, Llc. | 0.02% | 7,255 | $413,235 | $457,290 | +$44,055 | +10.66% | |
| Raymond James Financial Inc | 0.00% | 7,176 | $408,735 | $452,310 | +$43,575 | +10.66% | |
| Mariner, Llc | 0.00% | 7,102 | $404,520 | $447,646 | +$43,126 | +10.66% | |
| Gds Wealth Management | 0.02% | 6,996 | $398,482 | $440,965 | +$42,483 | +10.66% | |
| Truist Financial Corp | 0.00% | 6,679 | $380,427 | $420,984 | +$40,557 | +10.66% | |
| Vestgen Advisors, Llc | 0.01% | 5,554 | $350,069 | $350,074 | +$5 | +0.00% | |
| Atria Investments, Inc | 0.00% | 6,120 | $348,562 | $385,750 | +$37,188 | +10.67% | |
| Vestgen Investment Management | 0.19% | 6,008 | $342,207 | $378,690 | +$36,483 | +10.66% | |
| Bison Wealth, Llc | 0.03% | 5,211 | $331,628 | $328,455 | -$3,173 | -0.96% | |
| Absolute Capital Management, Llc | 0.10% | 5,252 | $299,147 | $331,039 | +$31,892 | +10.66% | |
| Keybank National Association/Oh | 0.00% | 4,393 | $250,220 | $276,895 | +$26,675 | +10.66% | |
| Osaic Holdings, Inc. | 0.00% | 3,731 | $212,517 | $235,169 | +$22,652 | +10.66% | |
| Independent Financial Group, Llc | 0.00% | 4,400 | $203,236 | $277,336 | +$74,100 | +36.46% | |
| Morgan Stanley | 0.00% | 1,145 | $65,231 | $72,170 | +$6,939 | +10.64% | |
| Creative Financial Designs Inc | 0.00% | 1,130 | $64,384 | $71,225 | +$6,841 | +10.63% | |
| Ubs Group Ag | 0.00% | 857 | $48,814 | $54,018 | +$5,204 | +10.66% | |
| Newedge Advisors, Llc | 0.00% | 45,995 | $45,995 | $2,899,111 | +$2,853,116 | +6203.10% | |
| Assetmark, Inc | 0.00% | 408 | $23,239 | $25,717 | +$2,478 | +10.66% | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 255,789 | $14,569 | $16,122,636 | +$16,108,067 | +110563.99% | |
| Spire Wealth Management | 0.00% | 200 | $11,392 | $12,606 | +$1,214 | +10.66% |
Frequently asked questions about LGH
Who owns the most LGH stock?
The largest holders of LGH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HCM DEFENDER 500 INDEX ETF (LGH).
Is LGH widely held by superinvestors?
Many widely followed stocks like LGH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LGH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.