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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-6,247-0.8%777,689$49.59MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+3,144—3,144$200.46KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+8,826+93.6%18,251$1.16MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+11,443—11,443$729.61KQ2 2026Sep 02, 2026
Orion Porfolio Solutions, LlcSell-272,717-98.6%3,904$248.92KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncSell-47,048-13.8%292,740$18.67MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-10,063-37.9%16,467$1.05MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,512+21.1%8,688$553.95KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+1,408+17.6%9,394$598.96KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+708+2.8%26,433$1.69MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+324+8.7%4,055$258.55KQ2 2026Aug 14, 2026
Panoramic Investment Advisors, LlcBuy+23,593—23,593$1.50MQ2 2026Aug 13, 2026
Delta Investment Management, LlcBuy+3,313—3,313$211.24KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-85,810-14.7%497,684$31.73MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+6,862+14.9%52,857$3.37MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1—1$63.00Q2 2026Aug 12, 2026
Nuveen, LlcBuy+19,153—19,153$1.22MQ2 2026Aug 11, 2026
Vestgen Advisors, LlcSell-289-5.2%5,265$335.70KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+55,735+31.0%235,575$15.02MQ2 2026Aug 07, 2026
Highpoint Advisor Group LlcBuy+3,199+5.3%63,455$4.05MQ2 2026Aug 05, 2026
Mckinney Capital Management, LlcBuy+680+9.3%8,025$511.67KQ2 2026Aug 05, 2026
Vestgen Investment ManagementSell-1,060-17.6%4,948$315.48KQ2 2026Jul 31, 2026
Integrity Alliance, Llc.Sell-860-11.9%6,395$407.75KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-2,476-1.0%253,313$16.15KQ2 2026Jul 30, 2026
Assetmark, IncBuy+360+88.2%768$48.97KQ2 2026Jul 30, 2026
Howard Capital Management Inc.Sell-2,123,833-34.8%3,983,449$253.98MQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+56+5.0%1,186$75.64KQ2 2026Jul 28, 2026
Absolute Capital Management, LlcSell-805-15.3%4,447$283.54KQ2 2026Jul 24, 2026
J.W. Cole Advisors, Inc.Buy+336,628+804.6%378,467$24.13MQ2 2026Jul 21, 2026
Discipline Wealth Solutions, LlcBuy+47,913+26.7%227,458$14.50MQ2 2026Jul 21, 2026
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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.