HCM Defender 100 Index ETF (QQH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Howard Capital Management, LLC

DECREASED

Shares4,289,722 from 4,355,633

Change-65,911 (-2%)

Value$375.6M (+$2.8M)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares388,466 from 419,168

Change-30,702 (-7%)

Value$34.0K (-$35.8M)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares269,492 from 256,226

Change+13,266 (+5%)

Value$23.6M (+$1.7M)

Filed 2026-11-05

McKinney Capital Management, LLC

INCREASED

Shares245,687 from 228,158

Change+17,529 (+8%)

Value$21.5M (+$2.0M)

Filed 2026-11-06

Aegis Wealth Management, Inc.

DECREASED

Shares229,134 from 233,887

Change-4,753 (-2%)

Value$20.1M (+$42.3K)

Filed 2026-10-26

LPL Financial LLC

DECREASED

Shares211,702 from 254,261

Change-42,559 (-17%)

Value$18.5M (-$3.2M)

Filed 2026-11-06

Discipline Wealth Solutions, LLC

INCREASED

Shares191,913 from 191,319

Change+594 (+0%)

Value$16.8M (+$427.0K)

Filed 2026-10-14

Lifestyle Asset Management, Inc.

INCREASED

Shares117,131 from 115,143

Change+1,988 (+2%)

Value$10.3M (+$399.7K)

Filed 2026-10-20

Optivise Advisory Services LLC

DECREASED

Shares77,506 from 80,132

Change-2,626 (-3%)

Value$6.8M (-$72.9K)

Filed 2026-10-19

Tucker Asset Management LLC

INCREASED

Shares45,618 from 39,914

Change+5,704 (+14%)

Value$4.0M (+$577.7K)

Filed 2026-10-29

Colonial River Investments, LLC

INCREASED

Shares44,825 from 36,867

Change+7,958 (+22%)

Value$3.9M (+$769.1K)

Filed 2026-10-19

Simplicity Wealth,LLC

INCREASED

Shares37,203 from 37,186

Change+17 (+0%)

Value$3.3M (+$74.4K)

Filed 2026-10-23

WBI Investments, LLC

INCREASED

Shares24,875 from 23,694

Change+1,181 (+5%)

Value$2.2M (+$149.9K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares22,461 from 22,990

Change-529 (-2%)

Value$2.0M (-$1.3K)

Filed 2026-10-16

Brookstone Capital Management

INCREASED

Shares18,693 from 18,146

Change+547 (+3%)

Value$1.6M (+$83.5K)

Filed 2026-10-22

Aprio Wealth Management, LLC

NEW

Shares9,978

Change+9,978

Value$873.7K

Filed 2026-10-28

Fiduciary Alliance LLC

DECREASED

Shares9,166 from 9,199

Change-33 (0%)

Value$802.6K (+$15.1K)

Filed 2026-10-13

Tactive Advisors, LLC

NEW

Shares8,421

Change+8,421

Value$737.3K

Filed 2026-10-08

Money Concepts Capital Corp

DECREASED

Shares7,531 from 7,590

Change-59 (-1%)

Value$659.4K (+$9.7K)

Filed 2026-11-06

Truist Financial Corp

UNCHANGED

Shares6,794 from 6,794

Change0 (0%)

Value$594.9K (+$13.3K)

Filed 2026-10-30

Bison Wealth, LLC

INCREASED

Shares5,506 from 5,092

Change+414 (+8%)

Value$489.0K (+$59.0K)

Filed 2026-10-13

Absolute Capital Management, LLC

INCREASED

Shares4,134 from 3,653

Change+481 (+13%)

Value$362.0K (+$49.3K)

Filed 2026-10-16

Kestra Advisory Services, LLC

UNCHANGED

Shares3,789 from 3,789

Change0 (0%)

Value$331.7K (+$7.4K)

Filed 2026-11-02

Worth Financial Advisory Group, LLC

DECREASED

Shares3,318 from 3,368

Change-50 (-1%)

Value$290.5K (+$2.2K)

Filed 2026-10-19

Concurrent Investment Advisors, LLC

DECREASED

Shares2,693 from 5,423

Change-2,730 (-50%)

Value$235.8K (-$228.4K)

Filed 2026-10-16

Integrity Alliance, Llc.

DECREASED

Shares2,669 from 3,051

Change-382 (-13%)

Value$233.7K (-$27.5K)

Filed 2026-10-29

One Way Holdings LLC

UNCHANGED

Shares2,563 from 2,563

Change0 (0%)

Value$224.4K (+$5.0K)

Filed 2026-10-29

StoneX Group Inc.

NEW

Shares2,541

Change+2,541

Value$217.3K

Filed 2026-11-03

Assetmark, Inc

DECREASED

Shares641 from 823

Change-182 (-22%)

Value$56.1K (-$14.3K)

Filed 2026-10-21

Private Trust Co NA

INCREASED

Shares203 from 181

Change+22 (+12%)

Value$17.8K (+$2.3K)

Filed 2026-10-20

US Bancorp \de\

NEW

Shares153

Change+153

Value$13.4K

Filed 2026-11-05

PNC Financial Services Group, Inc.

NEW

Shares72

Change+72

Value$6.3K

Filed 2026-11-06

Blue Trust, Inc.

NEW

Shares2

Change+2

Value$195

Filed 2026-10-15

VestGen Advisors, LLC

CLOSED

Shares0 from 4,395

Change-4,395 (-100%)

Value$0 (-$376.2K)

Filed 2026-10-27

Founders Financial Securities LLC

CLOSED

Shares0 from 3,554

Change-3,554 (-100%)

Value$0 (-$304.2K)

Filed 2026-10-28

J2 Capital Management Inc

CLOSED

Shares0 from 2,879

Change-2,879 (-100%)

Value$0 (-$246.4K)

Filed 2026-10-19

Envestnet Asset Management Inc

N/A

Shares— from 629,437

Change-629,437 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 424,608

Change-424,608 (-100%)

Value—

Wealth Watch Advisors, Inc

N/A

Shares— from 322,697

Change-322,697 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 56,372

Change-56,372 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 47,325

Change-47,325 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 37,260

Change-37,260 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 29,546

Change-29,546 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 23,857

Change-23,857 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 23,822

Change-23,822 (-100%)

Value—

Panoramic Investment Advisors, LLC

N/A

Shares— from 20,601

Change-20,601 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 15,652

Change-15,652 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,590

Change-14,590 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,517

Change-14,517 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,561

Change-5,561 (-100%)

Value—

VestGen Investment Management

N/A

Shares— from 4,133

Change-4,133 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 3,583

Change-3,583 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 2,661

Change-2,661 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 1,106

Change-1,106 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 813

Change-813 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 502

Change-502 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 136

Change-136 (-100%)

Value—

	Status
Howard Capital Management, LLC	DECREASED	4,289,722	4,355,633	-65,911	-2%	$372.8M	$375.6M	+$2.8M	2026-10-16
Cambridge Investment Research Advisors, Inc.	DECREASED	388,466	419,168	-30,702	-7%	$35.9M	$34.0K	-$35.8M	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	269,492	256,226	+13,266	+5%	$21.9M	$23.6M	+$1.7M	2026-11-05
McKinney Capital Management, LLC	INCREASED	245,687	228,158	+17,529	+8%	$19.5M	$21.5M	+$2.0M	2026-11-06
Aegis Wealth Management, Inc.	DECREASED	229,134	233,887	-4,753	-2%	$20.0M	$20.1M	+$42.3K	2026-10-26
LPL Financial LLC	DECREASED	211,702	254,261	-42,559	-17%	$21.8M	$18.5M	-$3.2M	2026-11-06
Discipline Wealth Solutions, LLC	INCREASED	191,913	191,319	+594	+0%	$16.4M	$16.8M	+$427.0K	2026-10-14
Lifestyle Asset Management, Inc.	INCREASED	117,131	115,143	+1,988	+2%	$9.9M	$10.3M	+$399.7K	2026-10-20
Optivise Advisory Services LLC	DECREASED	77,506	80,132	-2,626	-3%	$6.9M	$6.8M	-$72.9K	2026-10-19
Tucker Asset Management LLC	INCREASED	45,618	39,914	+5,704	+14%	$3.4M	$4.0M	+$577.7K	2026-10-29
Colonial River Investments, LLC	INCREASED	44,825	36,867	+7,958	+22%	$3.2M	$3.9M	+$769.1K	2026-10-19
Simplicity Wealth,LLC	INCREASED	37,203	37,186	+17	+0%	$3.2M	$3.3M	+$74.4K	2026-10-23
WBI Investments, LLC	INCREASED	24,875	23,694	+1,181	+5%	$2.0M	$2.2M	+$149.9K	2026-11-05
IFP Advisors, Inc	DECREASED	22,461	22,990	-529	-2%	$2.0M	$2.0M	-$1.3K	2026-10-16
Brookstone Capital Management	INCREASED	18,693	18,146	+547	+3%	$1.6M	$1.6M	+$83.5K	2026-10-22
Aprio Wealth Management, LLC	NEW	9,978	—	+9,978	—	—	$873.7K	—	2026-10-28
Fiduciary Alliance LLC	DECREASED	9,166	9,199	-33	0%	$787.4K	$802.6K	+$15.1K	2026-10-13
Tactive Advisors, LLC	NEW	8,421	—	+8,421	—	—	$737.3K	—	2026-10-08
Money Concepts Capital Corp	DECREASED	7,531	7,590	-59	-1%	$649.7K	$659.4K	+$9.7K	2026-11-06
Truist Financial Corp	UNCHANGED	6,794	6,794	0	0%	$581.6K	$594.9K	+$13.3K	2026-10-30
Bison Wealth, LLC	INCREASED	5,506	5,092	+414	+8%	$430.0K	$489.0K	+$59.0K	2026-10-13
Absolute Capital Management, LLC	INCREASED	4,134	3,653	+481	+13%	$312.7K	$362.0K	+$49.3K	2026-10-16
Kestra Advisory Services, LLC	UNCHANGED	3,789	3,789	0	0%	$324.3K	$331.7K	+$7.4K	2026-11-02
Worth Financial Advisory Group, LLC	DECREASED	3,318	3,368	-50	-1%	$288.3K	$290.5K	+$2.2K	2026-10-19
Concurrent Investment Advisors, LLC	DECREASED	2,693	5,423	-2,730	-50%	$464.2K	$235.8K	-$228.4K	2026-10-16
Integrity Alliance, Llc.	DECREASED	2,669	3,051	-382	-13%	$261.2K	$233.7K	-$27.5K	2026-10-29
One Way Holdings LLC	UNCHANGED	2,563	2,563	0	0%	$219.4K	$224.4K	+$5.0K	2026-10-29
StoneX Group Inc.	NEW	2,541	—	+2,541	—	—	$217.3K	—	2026-11-03
Assetmark, Inc	DECREASED	641	823	-182	-22%	$70.4K	$56.1K	-$14.3K	2026-10-21
Private Trust Co NA	INCREASED	203	181	+22	+12%	$15.5K	$17.8K	+$2.3K	2026-10-20
US Bancorp \de\	NEW	153	—	+153	—	—	$13.4K	—	2026-11-05
PNC Financial Services Group, Inc.	NEW	72	—	+72	—	—	$6.3K	—	2026-11-06
Blue Trust, Inc.	NEW	2	—	+2	—	—	$195	—	2026-10-15
VestGen Advisors, LLC	CLOSED	0	4,395	-4,395	-100%	$376.2K	$0	-$376.2K	2026-10-27
Founders Financial Securities LLC	CLOSED	0	3,554	-3,554	-100%	$304.2K	$0	-$304.2K	2026-10-28
J2 Capital Management Inc	CLOSED	0	2,879	-2,879	-100%	$246.4K	$0	-$246.4K	2026-10-19
Envestnet Asset Management Inc	N/A	—	629,437	-629,437	-100%	$53.9M	—	—	—
Cetera Investment Advisers	N/A	—	424,608	-424,608	-100%	$36.3M	—	—	—
Wealth Watch Advisors, Inc	N/A	—	322,697	-322,697	-100%	$27.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	56,372	-56,372	-100%	$4.8M	—	—	—
Raymond James Financial Inc	N/A	—	47,325	-47,325	-100%	$4.1M	—	—	—
Quadrature Capital Ltd	N/A	—	37,260	-37,260	-100%	$3.2M	—	—	—
HighPoint Advisor Group LLC	N/A	—	29,546	-29,546	-100%	$2.5M	—	—	—
Delta Investment Management, LLC	N/A	—	23,857	-23,857	-100%	$2.0M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	23,822	-23,822	-100%	$2.0M	—	—	—
Panoramic Investment Advisors, LLC	N/A	—	20,601	-20,601	-100%	$1.8M	—	—	—
Nuveen, LLC	N/A	—	15,652	-15,652	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	14,590	-14,590	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	14,517	-14,517	-100%	$1.2M	—	—	—
Principal Securities, Inc.	N/A	—	5,561	-5,561	-100%	$476.0K	—	—	—
VestGen Investment Management	N/A	—	4,133	-4,133	-100%	$353.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	3,583	-3,583	-100%	$306.7K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	2,661	-2,661	-100%	$227.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,300	-1,300	-100%	$111.3K	—	—	—
Colonial Trust Advisors	N/A	—	1,106	-1,106	-100%	$94.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	813	-813	-100%	$69.6K	—	—	—
Morgan Stanley	N/A	—	502	-502	-100%	$43.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	136	-136	-100%	$11.6K	—	—	—

Showing 58 of 58 institutions