QQH Institutional Ownership & Shareholders
HCM DEFENDER 100 INDEX ETF (QQH) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $655.75M 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 QQH tracked by InsiderSet, reporting ownership valued at approximately $375.61M 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 $345.99M, representing an estimated loss of -7.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed QQH 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 100 INDEX ETF (QQH).
This page ranks the largest institutional QQH 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
51
Total Reported Value
$655.75M
Largest Holder
Howard Capital Management Inc.
Largest Position
$375.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
72
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. | 4.55% | 4,289,722 | $375,608,070 | $345,987,528 | -$29,620,542 | -7.89% | |
| Envestnet Asset Management Inc | 0.01% | 629,437 | $53,879,805 | $50,767,241 | -$3,112,564 | -5.78% | |
| Cetera Investment Advisers | 0.03% | 424,608 | $36,346,449 | $34,246,758 | -$2,099,691 | -5.78% | |
| Wealth Watch Advisors, Inc | 8.98% | 322,697 | $27,622,830 | $26,027,127 | -$1,595,703 | -5.78% | |
| J.W. Cole Advisors, Inc. | 0.38% | 256,226 | $21,932,963 | $20,665,908 | -$1,267,055 | -5.78% | |
| Lpl Financial Llc | 0.00% | 254,261 | $21,764,766 | $20,507,421 | -$1,257,345 | -5.78% | |
| Aegis Wealth Management, Inc. | 11.84% | 229,134 | $20,063,005 | $18,480,803 | -$1,582,202 | -7.89% | |
| Mckinney Capital Management, Llc | 7.70% | 228,158 | $19,530,325 | $18,402,083 | -$1,128,242 | -5.78% | |
| Discipline Wealth Solutions, Llc | 1.46% | 191,913 | $16,803,883 | $15,478,743 | -$1,325,140 | -7.89% | |
| Lifestyle Asset Management, Inc. | 2.48% | 117,131 | $10,255,947 | $9,447,201 | -$808,746 | -7.89% | |
| Optivise Advisory Services Llc | 3.33% | 77,506 | $6,786,387 | $6,251,246 | -$535,141 | -7.89% | |
| Newedge Advisors, Llc | 0.01% | 56,372 | $4,825,443 | $4,546,684 | -$278,759 | -5.78% | |
| Raymond James Financial Inc | 0.00% | 47,325 | $4,051,012 | $3,816,998 | -$234,014 | -5.78% | |
| Colonial River Investments, Llc | 1.01% | 44,825 | $3,924,878 | $3,615,360 | -$309,518 | -7.89% | |
| Simplicity Wealth,Llc | 0.09% | 37,203 | $3,257,473 | $3,000,608 | -$256,865 | -7.89% | |
| Quadrature Capital Ltd | 0.03% | 37,260 | $3,189,456 | $3,005,205 | -$184,251 | -5.78% | |
| Highpoint Advisor Group Llc | 0.09% | 29,546 | $2,529,130 | $2,383,033 | -$146,097 | -5.78% | |
| Delta Investment Management, Llc | 0.34% | 23,857 | $2,042,159 | $1,924,186 | -$117,973 | -5.78% | |
| Foundations Investment Advisors, Llc | 0.02% | 23,822 | $2,039,163 | $1,921,363 | -$117,800 | -5.78% | |
| Wbi Investments, Llc | 0.50% | 23,694 | $2,028,182 | $1,911,040 | -$117,142 | -5.78% | |
| Ifp Advisors, Inc | 0.03% | 22,461 | $1,966,685 | $1,811,592 | -$155,093 | -7.89% | |
| Panoramic Investment Advisors, Llc | 0.84% | 20,601 | $1,763,468 | $1,661,574 | -$101,894 | -5.78% | |
| Brookstone Capital Management | 0.02% | 18,693 | $1,636,764 | $1,507,684 | -$129,080 | -7.89% | |
| Nuveen, Llc | 0.00% | 15,652 | $1,339,812 | $1,262,412 | -$77,400 | -5.78% | |
| Osaic Holdings, Inc. | 0.00% | 14,590 | $1,248,882 | $1,176,756 | -$72,126 | -5.78% | |
| Citadel Advisors Llc | 0.00% | 14,517 | $1,242,655 | $1,170,869 | -$71,786 | -5.78% | |
| Brooklyn Investment Group | 0.03% | 15,652 | $1,092,980 | $1,262,412 | +$169,432 | +15.50% | |
| Aprio Wealth Management, Llc | 0.04% | 9,978 | $873,674 | $804,776 | -$68,898 | -7.89% | |
| Fiduciary Alliance Llc | 0.06% | 9,166 | $802,575 | $739,284 | -$63,291 | -7.89% | |
| Tactive Advisors, Llc | 0.18% | 8,421 | $737,318 | $679,196 | -$58,122 | -7.88% | |
| Truist Financial Corp | 0.00% | 6,794 | $581,567 | $547,970 | -$33,597 | -5.78% | |
| Bison Wealth, Llc | 0.04% | 5,506 | $488,988 | $444,086 | -$44,902 | -9.18% | |
| Principal Securities, Inc. | 0.01% | 5,561 | $476,031 | $448,522 | -$27,509 | -5.78% | |
| Absolute Capital Management, Llc | 0.08% | 4,134 | $361,972 | $333,428 | -$28,544 | -7.89% | |
| Vestgen Investment Management | 0.19% | 4,133 | $353,785 | $333,347 | -$20,438 | -5.78% | |
| Kestra Advisory Services, Llc | 0.00% | 3,789 | $324,316 | $305,602 | -$18,714 | -5.77% | |
| Orion Porfolio Solutions, Llc | 0.00% | 3,583 | $306,705 | $288,987 | -$17,718 | -5.78% | |
| Worth Financial Advisory Group, Llc | 0.12% | 3,318 | $290,531 | $267,613 | -$22,918 | -7.89% | |
| Concurrent Investment Advisors, Llc | 0.00% | 2,693 | $235,771 | $217,204 | -$18,567 | -7.88% | |
| Integrity Alliance, Llc. | 0.01% | 2,669 | $233,698 | $215,268 | -$18,430 | -7.89% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 2,661 | $227,782 | $214,623 | -$13,159 | -5.78% | |
| Gds Wealth Management | 0.01% | 2,563 | $224,416 | $206,719 | -$17,697 | -7.89% | |
| Geneos Wealth Management Inc. | 0.00% | 1,300 | $111,280 | $104,852 | -$6,429 | -5.78% | |
| Colonial Trust Advisors | 0.01% | 1,106 | $94,674 | $89,204 | -$5,470 | -5.78% | |
| Brown Brothers Harriman & Co | 0.00% | 813 | $69,593 | $65,573 | -$4,020 | -5.78% | |
| Assetmark, Inc | 0.00% | 641 | $56,126 | $51,700 | -$4,426 | -7.89% | |
| Morgan Stanley | 0.00% | 502 | $42,998 | $40,489 | -$2,509 | -5.84% | |
| Cambridge Investment Research Advisors, Inc. | 0.08% | 419,168 | $35,881 | $33,807,995 | +$33,772,114 | +94122.56% | |
| Private Trust Co Na | 0.00% | 203 | $17,775 | $16,373 | -$1,402 | -7.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 136 | $11,642 | $10,969 | -$673 | -5.78% |
Frequently asked questions about QQH
Who are the largest institutional holders of QQH?
The largest institutional holders of QQH reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, Wealth Watch Advisors, Inc, and J.W. Cole Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported QQH position.
What is QQH institutional ownership?
This page tracks QQH positions reported by institutional investment managers through SEC Form 13F. HCM DEFENDER 100 INDEX ETF (QQH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQH?
InsiderSet currently tracks 51 institutional managers reporting QQH 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 QQH shareholders.
How much QQH stock do institutions own?
Institutional investment managers disclosed approximately $655.75M in QQH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQH institutional ownership last updated?
The latest QQH 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 QQH 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 QQH position after the reporting date.
Are institutions buying or selling QQH?
Institutional buying and selling can be analyzed by comparing QQH positions across consecutive 13F reporting periods. InsiderSet's QQH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQH ownership changes.
How has QQH institutional ownership changed over time?
InsiderSet tracks QQH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.