HCM Defender 500 Index ETF (LGH)

CUSIP: 66538R730 | NYSE | 98 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Howard Capital Management, LLC3,906,270

3.1% of portfolio$256.7M

Aegis Wealth Management, Inc.269,724

10.5% of portfolio$17.7M

Cambridge Investment Research Advisors, Inc.244,113

0.0% of portfolio$16.0K

Discipline Wealth Solutions, LLC234,060

1.3% of portfolio$15.4M

Lifestyle Asset Management, Inc.140,679

2.2% of portfolio$9.2M

Optivise Advisory Services LLC98,323

3.2% of portfolio$6.5M

Tucker Asset Management LLC58,178

0.9% of portfolio$3.8M

Simplicity Wealth,LLC44,789

0.1% of portfolio$2.9M

IFP Advisors, Inc26,322

0.0% of portfolio$1.7M

Brookstone Capital Management23,769

0.0% of portfolio$1.6M

Aprio Wealth Management, LLC12,600

0.0% of portfolio$827.9K

Fiduciary Alliance LLC10,814

0.1% of portfolio$710.6K

Truist Financial Corp6,679

0.0% of portfolio$438.9K

Bison Wealth, LLC6,129

0.0% of portfolio$413.9K

Integrity Alliance, Llc.6,061

0.0% of portfolio$398.3K

Absolute Capital Management, LLC5,126

0.1% of portfolio$336.8K

Creative Financial Designs Inc1,078

0.0% of portfolio$70.9K

Assetmark, Inc1,067

0.0% of portfolio$70.1K

Spire Wealth Management200

0.0% of portfolio$13.1K

				Style	Turnover	Location	Filed
Howard Capital Management, LLC	3,906,270	$256.7M	3.1%	ETF	High	Alpharetta, GA	2026-10-16
Aegis Wealth Management, Inc.	269,724	$17.7M	10.5%	ETF	Medium	Guthrie Center, IA	2026-10-26
Cambridge Investment Research Advisors, Inc.	244,113	$16.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Discipline Wealth Solutions, LLC	234,060	$15.4M	1.3%	ETF	Low	Greenville, SC	2026-10-14
Lifestyle Asset Management, Inc.	140,679	$9.2M	2.2%	ETF	High	Friendswood, TX	2026-10-20
Optivise Advisory Services LLC	98,323	$6.5M	3.2%	ETF	Medium	Franklin, TN	2026-10-19
Tucker Asset Management LLC	58,178	$3.8M	0.9%	ETF	Medium	Littleton, CO	2026-10-29
Simplicity Wealth,LLC	44,789	$2.9M	0.1%	ETF	Low	Summit, NJ	2026-10-23
IFP Advisors, Inc	26,322	$1.7M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Brookstone Capital Management	23,769	$1.6M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Aprio Wealth Management, LLC	12,600	$827.9K	0.0%	ETF	Medium	Atlanta, GA	2026-10-28
Fiduciary Alliance LLC	10,814	$710.6K	0.1%	Core	Medium	Greenville, SC	2026-10-13
Truist Financial Corp	6,679	$438.9K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Bison Wealth, LLC	6,129	$413.9K	0.0%	Growth	Medium	Atlanta, GA	2026-10-13
Integrity Alliance, Llc.	6,061	$398.3K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Absolute Capital Management, LLC	5,126	$336.8K	0.1%	ETF	Medium	Pittsburgh, PA	2026-10-16
Creative Financial Designs Inc	1,078	$70.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Assetmark, Inc	1,067	$70.1K	0.0%	ETF	Low	Concord, CA	2026-10-21
Spire Wealth Management	200	$13.1K	0.0%	Growth	Medium	Mclean, VA	2026-10-30