HCM DEFENDER 500 INDEX ETF (LGH) Institutional Ownership Changes & 13F Activity
HCM DEFENDER 500 INDEX ETF (LGH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Howard Capital Management Inc., J.W. Cole Advisors, Inc., Orion Porfolio Solutions, Llc, Cetera Investment Advisers, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -6,247 | -0.8% | 777,689 | $49.59M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +3,144 | — | 3,144 | $200.46K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +8,826 | +93.6% | 18,251 | $1.16M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +11,443 | — | 11,443 | $729.61K | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -272,717 | -98.6% | 3,904 | $248.92K | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, Inc | Sell | -47,048 | -13.8% | 292,740 | $18.67M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -10,063 | -37.9% | 16,467 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,512 | +21.1% | 8,688 | $553.95K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +1,408 | +17.6% | 9,394 | $598.96K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +708 | +2.8% | 26,433 | $1.69M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +324 | +8.7% | 4,055 | $258.55K | Q2 2026 | Aug 14, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +23,593 | — | 23,593 | $1.50M | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Buy | +3,313 | — | 3,313 | $211.24K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -85,810 | -14.7% | 497,684 | $31.73M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +6,862 | +14.9% | 52,857 | $3.37M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1 | — | 1 | $63.00 | Q2 2026 | Aug 12, 2026 |
| Nuveen, Llc | Buy | +19,153 | — | 19,153 | $1.22M | Q2 2026 | Aug 11, 2026 |
| Vestgen Advisors, Llc | Sell | -289 | -5.2% | 5,265 | $335.70K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +55,735 | +31.0% | 235,575 | $15.02M | Q2 2026 | Aug 07, 2026 |
| Highpoint Advisor Group Llc | Buy | +3,199 | +5.3% | 63,455 | $4.05M | Q2 2026 | Aug 05, 2026 |
| Mckinney Capital Management, Llc | Buy | +680 | +9.3% | 8,025 | $511.67K | Q2 2026 | Aug 05, 2026 |
| Vestgen Investment Management | Sell | -1,060 | -17.6% | 4,948 | $315.48K | Q2 2026 | Jul 31, 2026 |
| Integrity Alliance, Llc. | Sell | -860 | -11.9% | 6,395 | $407.75K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -2,476 | -1.0% | 253,313 | $16.15K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Buy | +360 | +88.2% | 768 | $48.97K | Q2 2026 | Jul 30, 2026 |
| Howard Capital Management Inc. | Sell | -2,123,833 | -34.8% | 3,983,449 | $253.98M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +56 | +5.0% | 1,186 | $75.64K | Q2 2026 | Jul 28, 2026 |
| Absolute Capital Management, Llc | Sell | -805 | -15.3% | 4,447 | $283.54K | Q2 2026 | Jul 24, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +336,628 | +804.6% | 378,467 | $24.13M | Q2 2026 | Jul 21, 2026 |
| Discipline Wealth Solutions, Llc | Buy | +47,913 | +26.7% | 227,458 | $14.50M | Q2 2026 | Jul 21, 2026 |
Frequently asked questions about LGH activity
Which institutional owners are buying LGH?
Institutional owners buying LGH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LGH activity?
"Buy" means an investor increased their reported position in LGH compared to the prior reporting period. This reflects growing exposure to HCM DEFENDER 500 INDEX ETF (LGH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LGH increasing?
Institutional interest in LGH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.