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HCM Defender 500 Index ETF (LGH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
DECREASED
Shares3,906,270 from 3,983,449
Change-77,179 (-2%)
Value$256.7M (+$2.7M)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares395,384 from 378,467
Change+16,917 (+4%)
Value$26.0M (+$1.8M)
Filed 2026-11-05
Aegis Wealth Management, Inc.
INCREASED
Shares269,724 from 264,683
Change+5,041 (+2%)
Value$17.7M (+$847.4K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares244,113 from 253,313
Change-9,200 (-4%)
Value$16.0K (-$16.1M)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares234,060 from 227,458
Change+6,602 (+3%)
Value$15.4M (+$877.4K)
Filed 2026-10-14
Lifestyle Asset Management, Inc.
INCREASED
Shares140,679 from 133,414
Change+7,265 (+5%)
Value$9.2M (+$737.5K)
Filed 2026-10-20
Optivise Advisory Services LLC
DECREASED
Shares98,323 from 101,712
Change-3,389 (-3%)
Value$6.5M (-$24.3K)
Filed 2026-10-19
Tucker Asset Management LLC
INCREASED
Shares58,178 from 51,407
Change+6,771 (+13%)
Value$3.8M (+$545.2K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares44,789 from 44,723
Change+66 (+0%)
Value$2.9M (+$91.5K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares26,322 from 26,798
Change-476 (-2%)
Value$1.7M (+$21.0K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares23,769 from 24,719
Change-950 (-4%)
Value$1.6M (-$14.2K)
Filed 2026-10-22
Aprio Wealth Management, LLC
NEW
Shares12,600
Change+12,600
Value$827.9K
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares10,814 from 10,915
Change-101 (-1%)
Value$710.6K (+$14.6K)
Filed 2026-10-13
Truist Financial Corp
UNCHANGED
Shares6,679 from 6,679
Change0 (0%)
Value$438.9K (+$13.0K)
Filed 2026-10-30
Bison Wealth, LLC
INCREASED
Shares6,129 from 5,618
Change+511 (+9%)
Value$413.9K (+$52.5K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares6,061 from 6,395
Change-334 (-5%)
Value$398.3K (-$9.5K)
Filed 2026-10-29
Absolute Capital Management, LLC
INCREASED
Shares5,126 from 4,447
Change+679 (+15%)
Value$336.8K (+$53.3K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares1,078 from 1,186
Change-108 (-9%)
Value$70.9K (-$4.8K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares1,067 from 768
Change+299 (+39%)
Value$70.1K (+$21.1K)
Filed 2026-10-21
US Bancorp \de\
NEW
Shares205
Change+205
Value$13.5K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.1K (+$390)
Filed 2026-10-30
VestGen Advisors, LLC
CLOSED
Shares0 from 5,265
Change-5,265 (-100%)
Value$0 (-$335.7K)
Filed 2026-10-27
J2 Capital Management Inc
CLOSED
Shares0 from 4,868
Change-4,868 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-19
Envestnet Asset Management Inc
N/A
Shares— from 777,689
Change-777,689 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 497,684
Change-497,684 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 292,740
Change-292,740 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 235,575
Change-235,575 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 63,455
Change-63,455 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 52,857
Change-52,857 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,433
Change-26,433 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 23,593
Change-23,593 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 19,153
Change-19,153 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,251
Change-18,251 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,467
Change-16,467 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Howard Capital Management, LLC
DECREASED3,906,2703,983,449-77,179-2%$254.0M$256.7M+$2.7M2026-10-16
J.W. Cole Advisors, Inc.
INCREASED395,384378,467+16,917+4%$24.1M$26.0M+$1.8M2026-11-05
Aegis Wealth Management, Inc.
INCREASED269,724264,683+5,041+2%$16.9M$17.7M+$847.4K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED244,113253,313-9,200-4%$16.2M$16.0K-$16.1M2026-11-02
Discipline Wealth Solutions, LLC
INCREASED234,060227,458+6,602+3%$14.5M$15.4M+$877.4K2026-10-14
Lifestyle Asset Management, Inc.
INCREASED140,679133,414+7,265+5%$8.5M$9.2M+$737.5K2026-10-20
Optivise Advisory Services LLC
DECREASED98,323101,712-3,389-3%$6.5M$6.5M-$24.3K2026-10-19
Tucker Asset Management LLC
INCREASED58,17851,407+6,771+13%$3.3M$3.8M+$545.2K2026-10-29
Simplicity Wealth,LLC
INCREASED44,78944,723+66+0%$2.9M$2.9M+$91.5K2026-10-23
IFP Advisors, Inc
DECREASED26,32226,798-476-2%$1.7M$1.7M+$21.0K2026-10-16
Brookstone Capital Management
DECREASED23,76924,719-950-4%$1.6M$1.6M-$14.2K2026-10-22
Aprio Wealth Management, LLC
NEW12,600—+12,600——$827.9K—2026-10-28
Fiduciary Alliance LLC
DECREASED10,81410,915-101-1%$695.9K$710.6K+$14.6K2026-10-13
Truist Financial Corp
UNCHANGED6,6796,67900%$425.9K$438.9K+$13.0K2026-10-30
Bison Wealth, LLC
INCREASED6,1295,618+511+9%$361.5K$413.9K+$52.5K2026-10-13
Integrity Alliance, Llc.
DECREASED6,0616,395-334-5%$407.7K$398.3K-$9.5K2026-10-29
Absolute Capital Management, LLC
INCREASED5,1264,447+679+15%$283.5K$336.8K+$53.3K2026-10-16
Creative Financial Designs Inc
DECREASED1,0781,186-108-9%$75.6K$70.9K-$4.8K2026-11-04
Assetmark, Inc
INCREASED1,067768+299+39%$49.0K$70.1K+$21.1K2026-10-21
US Bancorp \de\
NEW205—+205——$13.5K—2026-11-05
Spire Wealth Management
UNCHANGED20020000%$12.8K$13.1K+$3902026-10-30
VestGen Advisors, LLC
CLOSED05,265-5,265-100%$335.7K$0-$335.7K2026-10-27
J2 Capital Management Inc
CLOSED04,868-4,868-100%$310.4K$0-$310.4K2026-10-19
Envestnet Asset Management Inc
N/A—777,689-777,689-100%$49.6M———
Cetera Investment Advisers
N/A—497,684-497,684-100%$31.7M———
Wealth Watch Advisors, Inc
N/A—292,740-292,740-100%$18.7M———
LPL Financial LLC
N/A—235,575-235,575-100%$15.0M———
HighPoint Advisor Group LLC
N/A—63,455-63,455-100%$4.0M———
NewEdge Advisors, LLC
N/A—52,857-52,857-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—26,433-26,433-100%$1.7M———
Panoramic Investment Advisors, LLC
N/A—23,593-23,593-100%$1.5M———
Nuveen, LLC
N/A—19,153-19,153-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—18,251-18,251-100%$1.2M———
Susquehanna International Group, LLP
N/A—16,467-16,467-100%$1.0M———
Citadel Advisors LLC
N/A—11,443-11,443-100%$729.6K———
Jane Street Group, LLC
N/A—9,394-9,394-100%$599.0K———
Raymond James Financial Inc
N/A—8,688-8,688-100%$553.9K———
McKinney Capital Management, LLC
N/A—8,025-8,025-100%$511.7K———
VestGen Investment Management
N/A—4,948-4,948-100%$315.5K———
Osaic Holdings, Inc.
N/A—4,055-4,055-100%$258.5K———
Orion Porfolio Solutions, LLC
N/A—3,904-3,904-100%$248.9K———
Delta Investment Management, LLC
N/A—3,313-3,313-100%$211.2K———
Envestnet Portfolio Solutions, Inc.
N/A—3,144-3,144-100%$200.5K———
Morgan Stanley
N/A—1,145-1,145-100%$73.0K———
JPMorgan Chase & Co
N/A—1-1-100%$63———
Showing 45 of 45 institutions