HCM DEFENDER 500 INDEX ETF (LGH) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $469.64M 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 $253.98M in its June 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 $267.53M, representing an estimated gain of +5.33% 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
$469.64M
Largest Holder
Howard Capital Management Inc.
Largest Position
$253.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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. | 3.02% | 3,983,449 | $253,984,719 | $267,528,435 | +$13,543,716 | +5.33% | |
| Envestnet Asset Management Inc | 0.01% | 783,936 | $44,651,875 | $52,649,142 | +$7,997,267 | +17.91% | |
| Cetera Investment Advisers | 0.04% | 583,494 | $33,235,022 | $39,187,457 | +$5,952,435 | +17.91% | |
| J.W. Cole Advisors, Inc. | 0.41% | 378,467 | $24,131,063 | $25,417,844 | +$1,286,781 | +5.33% | |
| Wealth Watch Advisors, Inc | 8.11% | 339,788 | $19,353,829 | $22,820,162 | +$3,466,333 | +17.91% | |
| Aegis Wealth Management, Inc. | 10.89% | 264,683 | $16,876,158 | $17,776,110 | +$899,952 | +5.33% | |
| Orion Porfolio Solutions, Llc | 0.13% | 276,621 | $15,755,973 | $18,577,866 | +$2,821,893 | +17.91% | |
| Discipline Wealth Solutions, Llc | 1.27% | 227,458 | $14,502,696 | $15,276,079 | +$773,383 | +5.33% | |
| Lpl Financial Llc | 0.00% | 179,840 | $10,243,407 | $12,078,054 | +$1,834,647 | +17.91% | |
| Lifestyle Asset Management, Inc. | 2.29% | 133,414 | $8,506,484 | $8,960,084 | +$453,600 | +5.33% | |
| Optivise Advisory Services Llc | 3.29% | 101,712 | $6,485,140 | $6,830,978 | +$345,838 | +5.33% | |
| Highpoint Advisor Group Llc | 0.14% | 60,256 | $3,432,104 | $4,046,793 | +$614,689 | +17.91% | |
| Simplicity Wealth,Llc | 0.15% | 45,433 | $2,587,811 | $3,051,280 | +$463,469 | +17.91% | |
| Gts Securities Llc | 0.07% | 35,939 | $2,047,050 | $2,413,663 | +$366,613 | +17.91% | |
| Ifp Advisors, Inc | 0.03% | 26,798 | $1,708,640 | $1,799,754 | +$91,114 | +5.33% | |
| Brookstone Capital Management | 0.02% | 24,719 | $1,576,087 | $1,660,128 | +$84,041 | +5.33% | |
| Susquehanna International Group, Llp | 0.00% | 26,530 | $1,511,112 | $1,781,755 | +$270,643 | +17.91% | |
| Foundations Investment Advisors, Llc | 0.02% | 25,725 | $1,465,260 | $1,727,691 | +$262,431 | +17.91% | |
| Brooklyn Investment Group | 0.03% | 19,153 | $1,090,929 | $1,286,315 | +$195,386 | +17.91% | |
| Fiduciary Alliance Llc | 0.05% | 10,915 | $695,940 | $733,051 | +$37,111 | +5.33% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,425 | $536,835 | $632,983 | +$96,148 | +17.91% | |
| Jane Street Group, Llc | 0.00% | 7,986 | $454,871 | $536,340 | +$81,469 | +17.91% | |
| Truist Financial Corp | 0.00% | 6,679 | $425,853 | $448,562 | +$22,709 | +5.33% | |
| Mckinney Capital Management, Llc | 0.36% | 7,345 | $418,361 | $493,290 | +$74,929 | +17.91% | |
| Raymond James Financial Inc | 0.00% | 7,176 | $408,735 | $481,940 | +$73,205 | +17.91% | |
| Integrity Alliance, Llc. | 0.01% | 6,395 | $407,745 | $429,488 | +$21,743 | +5.33% | |
| Mariner, Llc | 0.00% | 7,102 | $404,520 | $476,970 | +$72,450 | +17.91% | |
| Gds Wealth Management | 0.02% | 6,996 | $398,482 | $469,851 | +$71,369 | +17.91% | |
| Bison Wealth, Llc | 0.03% | 5,618 | $361,462 | $377,305 | +$15,843 | +4.38% | |
| Vestgen Advisors, Llc | 0.01% | 5,554 | $350,069 | $373,007 | +$22,938 | +6.55% | |
| Vestgen Investment Management | 0.17% | 4,948 | $315,484 | $332,308 | +$16,824 | +5.33% | |
| J2 Capital Management Inc | 0.21% | 4,868 | $310,384 | $326,935 | +$16,551 | +5.33% | |
| Absolute Capital Management, Llc | 0.07% | 4,447 | $283,539 | $298,661 | +$15,122 | +5.33% | |
| Osaic Holdings, Inc. | 0.00% | 3,731 | $212,517 | $250,574 | +$38,057 | +17.91% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 3,144 | $200,461 | $211,151 | +$10,690 | +5.33% | |
| Creative Financial Designs Inc | 0.00% | 1,186 | $75,642 | $79,652 | +$4,010 | +5.30% | |
| Morgan Stanley | 0.00% | 1,145 | $65,231 | $76,898 | +$11,667 | +17.89% | |
| Assetmark, Inc | 0.00% | 768 | $48,968 | $51,579 | +$2,611 | +5.33% | |
| Ubs Group Ag | 0.00% | 857 | $48,814 | $57,556 | +$8,742 | +17.91% | |
| Newedge Advisors, Llc | 0.00% | 45,995 | $45,995 | $3,089,024 | +$3,043,029 | +6616.00% | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 253,313 | $16,151 | $17,012,501 | +$16,996,350 | +105234.04% | |
| Spire Wealth Management | 0.00% | 200 | $12,752 | $13,432 | +$680 | +5.33% |
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.