LGH Institutional Ownership & Shareholders
HCM DEFENDER 500 INDEX ETF (LGH) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $472.99M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of LGH tracked by InsiderSet, reporting ownership valued at approximately $256.68M in its September 30, 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 $250.40M, representing an estimated loss of -2.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% 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
42
Total Reported Value
$472.99M
Largest Holder
Howard Capital Management Inc.
Largest Position
$256.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
57
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. | 3.11% | 3,906,270 | $256,681,007 | $250,403,235 | -$6,277,772 | -2.45% | |
| Envestnet Asset Management Inc | 0.01% | 777,689 | $49,585,454 | $49,852,120 | +$266,666 | +0.54% | |
| Cetera Investment Advisers | 0.03% | 497,684 | $31,732,315 | $31,902,988 | +$170,673 | +0.54% | |
| J.W. Cole Advisors, Inc. | 0.41% | 378,467 | $24,131,063 | $24,260,832 | +$129,769 | +0.54% | |
| Wealth Watch Advisors, Inc | 6.07% | 292,740 | $18,665,080 | $18,765,483 | +$100,403 | +0.54% | |
| Aegis Wealth Management, Inc. | 10.46% | 269,724 | $17,723,533 | $17,290,091 | -$433,442 | -2.45% | |
| Discipline Wealth Solutions, Llc | 1.34% | 234,060 | $15,380,076 | $15,003,925 | -$376,151 | -2.45% | |
| Lpl Financial Llc | 0.00% | 235,575 | $15,020,269 | $15,101,041 | +$80,772 | +0.54% | |
| Lifestyle Asset Management, Inc. | 2.23% | 140,679 | $9,244,025 | $9,017,932 | -$226,093 | -2.45% | |
| Optivise Advisory Services Llc | 3.17% | 98,323 | $6,460,823 | $6,302,789 | -$158,034 | -2.45% | |
| Highpoint Advisor Group Llc | 0.14% | 63,455 | $4,045,909 | $4,067,650 | +$21,741 | +0.54% | |
| Newedge Advisors, Llc | 0.01% | 52,857 | $3,370,162 | $3,388,287 | +$18,125 | +0.54% | |
| Simplicity Wealth,Llc | 0.09% | 44,789 | $2,943,098 | $2,871,105 | -$71,993 | -2.45% | |
| Ifp Advisors, Inc | 0.03% | 26,322 | $1,729,619 | $1,687,317 | -$42,302 | -2.45% | |
| Foundations Investment Advisors, Llc | 0.02% | 26,433 | $1,685,368 | $1,694,432 | +$9,064 | +0.54% | |
| Brookstone Capital Management | 0.02% | 23,769 | $1,561,864 | $1,523,662 | -$38,202 | -2.45% | |
| Panoramic Investment Advisors, Llc | 0.72% | 23,593 | $1,504,289 | $1,512,380 | +$8,091 | +0.54% | |
| Nuveen, Llc | 0.00% | 19,153 | $1,221,196 | $1,227,763 | +$6,567 | +0.54% | |
| Integrated Wealth Concepts Llc | 0.01% | 18,251 | $1,163,684 | $1,169,942 | +$6,258 | +0.54% | |
| Brooklyn Investment Group | 0.03% | 19,153 | $1,090,929 | $1,227,763 | +$136,834 | +12.54% | |
| Susquehanna International Group, Llp | 0.00% | 16,467 | $1,049,936 | $1,055,582 | +$5,646 | +0.54% | |
| Aprio Wealth Management, Llc | 0.04% | 12,600 | $827,946 | $807,697 | -$20,249 | -2.45% | |
| Citadel Advisors Llc | 0.00% | 11,443 | $729,606 | $733,529 | +$3,923 | +0.54% | |
| Fiduciary Alliance Llc | 0.05% | 10,814 | $710,588 | $693,209 | -$17,379 | -2.45% | |
| Jane Street Group, Llc | 0.00% | 9,394 | $598,961 | $602,183 | +$3,222 | +0.54% | |
| Raymond James Financial Inc | 0.00% | 8,688 | $553,947 | $556,926 | +$2,979 | +0.54% | |
| Mckinney Capital Management, Llc | 0.20% | 8,025 | $511,674 | $514,426 | +$2,752 | +0.54% | |
| Truist Financial Corp | 0.00% | 6,679 | $438,877 | $428,143 | -$10,734 | -2.45% | |
| Bison Wealth, Llc | 0.03% | 6,129 | $413,925 | $392,887 | -$21,038 | -5.08% | |
| Integrity Alliance, Llc. | 0.01% | 6,061 | $398,268 | $388,528 | -$9,740 | -2.45% | |
| Absolute Capital Management, Llc | 0.08% | 5,126 | $336,830 | $328,591 | -$8,239 | -2.45% | |
| Vestgen Investment Management | 0.17% | 4,948 | $315,484 | $317,181 | +$1,697 | +0.54% | |
| Osaic Holdings, Inc. | 0.00% | 4,055 | $258,546 | $259,937 | +$1,391 | +0.54% | |
| Orion Porfolio Solutions, Llc | 0.00% | 3,904 | $248,919 | $250,258 | +$1,339 | +0.54% | |
| Delta Investment Management, Llc | 0.03% | 3,313 | $211,237 | $212,373 | +$1,136 | +0.54% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 3,144 | $200,461 | $201,540 | +$1,079 | +0.54% | |
| Creative Financial Designs Inc | 0.00% | 1,186 | $75,642 | $76,026 | +$384 | +0.51% | |
| Morgan Stanley | 0.00% | 1,145 | $73,028 | $73,398 | +$370 | +0.51% | |
| Assetmark, Inc | 0.00% | 1,067 | $70,113 | $68,398 | -$1,715 | -2.45% | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 244,113 | $16,041 | $15,648,351 | +$15,632,310 | +97452.22% | |
| Spire Wealth Management | 0.00% | 200 | $13,142 | $12,821 | -$321 | -2.45% | |
| Jpmorgan Chase & Co | 0.00% | 1 | $63 | $64 | +$1 | +1.75% |
Frequently asked questions about LGH
Who are the largest institutional holders of LGH?
The largest institutional holders of LGH reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, J.W. Cole Advisors, Inc., and Wealth Watch Advisors, Inc. InsiderSet ranks institutional holders by their latest reported LGH position.
What is LGH institutional ownership?
This page tracks LGH positions reported by institutional investment managers through SEC Form 13F. HCM DEFENDER 500 INDEX ETF (LGH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGH?
InsiderSet currently tracks 42 institutional managers reporting LGH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LGH shareholders.
How much LGH stock do institutions own?
Institutional investment managers disclosed approximately $472.99M in LGH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGH institutional ownership last updated?
The latest LGH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LGH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LGH position after the reporting date.
Are institutions buying or selling LGH?
Institutional buying and selling can be analyzed by comparing LGH positions across consecutive 13F reporting periods. InsiderSet's LGH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGH ownership changes.
How has LGH institutional ownership changed over time?
InsiderSet tracks LGH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.