IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HCM Defender 100 Index ETF (QQH)

CUSIP: 66538R748 | NYSE | 124 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Howard Capital Management, LLC4,289,722
4.5% of portfolio›$375.6M
Cambridge Investment Research Advisors, Inc.388,466
0.0% of portfolio›$34.0K
J.W. Cole Advisors, Inc.269,492
0.4% of portfolio›$23.6M
Aegis Wealth Management, Inc.229,134
11.8% of portfolio›$20.1M
Discipline Wealth Solutions, LLC191,913
1.5% of portfolio›$16.8M
Lifestyle Asset Management, Inc.117,131
2.5% of portfolio›$10.3M
Optivise Advisory Services LLC77,506
3.3% of portfolio›$6.8M
Tucker Asset Management LLC45,618
1.0% of portfolio›$4.0M
Colonial River Investments, LLC44,825
1.0% of portfolio›$3.9M
Simplicity Wealth,LLC37,203
0.1% of portfolio›$3.3M
WBI Investments, LLC24,875
0.6% of portfolio›$2.2M
IFP Advisors, Inc22,461
0.0% of portfolio›$2.0M
Brookstone Capital Management18,693
0.0% of portfolio›$1.6M
Aprio Wealth Management, LLC9,978
0.0% of portfolio›$873.7K
Fiduciary Alliance LLC9,166
0.1% of portfolio›$802.6K
Tactive Advisors, LLC8,421
0.2% of portfolio›$737.3K
Truist Financial Corp6,794
0.0% of portfolio›$594.9K
Bison Wealth, LLC5,506
0.0% of portfolio›$489.0K
Absolute Capital Management, LLC4,134
0.1% of portfolio›$362.0K
Kestra Advisory Services, LLC3,789
0.0% of portfolio›$331.7K
Worth Financial Advisory Group, LLC3,318
0.1% of portfolio›$290.5K
Concurrent Investment Advisors, LLC2,693
0.0% of portfolio›$235.8K
Integrity Alliance, Llc.2,669
0.0% of portfolio›$233.7K
One Way Holdings LLC2,563
0.0% of portfolio›$224.4K
StoneX Group Inc.2,541
0.0% of portfolio›$217.3K
Assetmark, Inc641
0.0% of portfolio›$56.1K
Private Trust Co NA203
0.0% of portfolio›$17.8K
US Bancorp \de\153
0.0% of portfolio›$13.4K
Blue Trust, Inc.2
0.0% of portfolio›$195
StyleTurnoverLocationFiled
Howard Capital Management, LLC
4,289,722$375.6M4.5%ETFHighAlpharetta, GA2026-10-16
Cambridge Investment Research Advisors, Inc.
388,466$34.0K0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
269,492$23.6M0.4%IndexLowTampa, FL2026-11-05
Aegis Wealth Management, Inc.
229,134$20.1M11.8%ETFMediumGuthrie Center, IA2026-10-26
Discipline Wealth Solutions, LLC
191,913$16.8M1.5%ETFLowGreenville, SC2026-10-14
Lifestyle Asset Management, Inc.
117,131$10.3M2.5%ETFHighFriendswood, TX2026-10-20
Optivise Advisory Services LLC
77,506$6.8M3.3%ETFMediumFranklin, TN2026-10-19
Tucker Asset Management LLC
45,618$4.0M1.0%ETFMediumLittleton, CO2026-10-29
Colonial River Investments, LLC
44,825$3.9M1.0%GrowthMediumMidlothian, VA2026-10-19
Simplicity Wealth,LLC
37,203$3.3M0.1%ETFLowSummit, NJ2026-10-23
WBI Investments, LLC
24,875$2.2M0.6%ValueVery HighRed Bank, NJ2026-11-05
IFP Advisors, Inc
22,461$2.0M0.0%GrowthLowTampa, FL2026-10-16
Brookstone Capital Management
18,693$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Aprio Wealth Management, LLC
9,978$873.7K0.0%ETFMediumAtlanta, GA2026-10-28
Fiduciary Alliance LLC
9,166$802.6K0.1%CoreMediumGreenville, SC2026-10-13
Tactive Advisors, LLC
8,421$737.3K0.2%ETFHighJacksonville, FL2026-10-08
Truist Financial Corp
6,794$594.9K0.0%CoreLowCharlotte, NC2026-10-30
Bison Wealth, LLC
5,506$489.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Absolute Capital Management, LLC
4,134$362.0K0.1%ETFMediumPittsburgh, PA2026-10-16
Kestra Advisory Services, LLC
3,789$331.7K0.0%CoreLowAustin, TX2026-11-02
Worth Financial Advisory Group, LLC
3,318$290.5K0.1%GrowthVery LowCharlotte, NC2026-10-19
Concurrent Investment Advisors, LLC
2,693$235.8K0.0%GrowthMediumTampa, FL2026-10-16
Integrity Alliance, Llc.
2,669$233.7K0.0%ETFMediumUrbandale, IA2026-10-29
One Way Holdings LLC
2,563$224.4K0.0%CoreMediumFlower Mound, TX2026-10-29
StoneX Group Inc.
2,541$217.3K0.0%ETFMediumNew York, NY2026-11-03
Assetmark, Inc
641$56.1K0.0%ETFLowConcord, CA2026-10-21
Private Trust Co NA
203$17.8K0.0%CoreLowCleveland, OH2026-10-20
US Bancorp \de\
153$13.4K0.0%IndexLowMinneapolis, MN2026-11-05
Blue Trust, Inc.
2$1950.0%ETFLowBrentwood, TN2026-10-15