LGH Institutional Ownership
HCM Defender 500 Index ETF
1W: -0.4%
1M: +1.1%
3M: +3.4%
YTD: +7.3%
1Y: +10.0%
3Y: +81.4%
5Y: +61.4%
$66.52
+0.67 (+1.02%)
Weekly Expected Move ±2.1%
$64
$65
$67
$68
$69
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LGH
50
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
486M
Total Invested
6
New Positions
18
Increased
22
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (57 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLC | 3,983,449 | $265M | -2,123,833 | -34.8% | 27Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 777,689 | $52M | -6,247 | -0.8% | 27Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 497,684 | $33M | -85,810 | -14.7% | 23Q | SEC ↗ |
| 4 | J.W. COLE ADVISORS, INC. | 378,467 | $25M | +336,628 | +804.6% | 19Q | SEC ↗ |
| 5 | Wealth Watch Advisors, INC | 292,740 | $19M | -47,048 | -13.8% | 7Q | SEC ↗ |
| 6 | Aegis Wealth Management, Inc. | 264,683 | $18M | +13,626 | +5.4% | 3Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 253,313 | $17M | -2,476 | -1.0% | 26Q | SEC ↗ |
| 8 | LPL Financial LLC | 235,575 | $16M | +55,735 | +31.0% | 26Q | SEC ↗ |
| 9 | Discipline Wealth Solutions, LLC | 227,458 | $15M | +47,913 | +26.7% | 8Q | SEC ↗ |
| 10 | Lifestyle Asset Management, Inc. | 133,414 | $9M | +15,950 | +13.6% | 15Q | SEC ↗ |
| 11 | Optivise Advisory Services LLC | 101,712 | $7M | -6,425 | -5.9% | 9Q | SEC ↗ |
| 12 | HighPoint Advisor Group LLC | 63,455 | $4M | +3,199 | +5.3% | 3Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 52,857 | $4M | +6,862 | +14.9% | 3Q | SEC ↗ |
| 14 | TUCKER ASSET MANAGEMENT LLC NEW | 51,407 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Simplicity Wealth,LLC | 44,723 | $3M | -710 | -1.6% | 6Q | SEC ↗ |
| 16 | IFP Advisors, Inc | 26,798 | $2M | +250 | +0.9% | 19Q | SEC ↗ |
| 17 | Foundations Investment Advisors, LLC | 26,433 | $2M | +708 | +2.8% | 14Q | SEC ↗ |
| 18 | Brookstone Capital Management | 24,719 | $2M | -86 | -0.3% | 19Q | SEC ↗ |
| 19 | PANORAMIC INVESTMENT ADVISORS, LLC | 23,593 | $2M | -1,453 | -5.8% | 8Q | SEC ↗ |
| 20 | Nuveen, LLC NEW | 19,153 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Brooklyn Investment Group | 19,153 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 18,251 | $1M | +8,826 | +93.6% | 2Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,467 | $1M | -10,063 | -37.9% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 11,443 | $761K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Fiduciary Alliance LLC | 10,915 | $726K | +176 | +1.6% | 15Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 9,394 | $625K | +1,408 | +17.6% | 3Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 8,688 | $578K | +1,512 | +21.1% | 3Q | SEC ↗ |
| 28 | McKinney Capital Management, LLC | 8,025 | $534K | +680 | +9.3% | 2Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 6,679 | $444K | — | +0.0% | 4Q | SEC ↗ |
| 30 | INTEGRITY ALLIANCE, LLC. | 6,395 | $425K | -860 | -11.9% | 6Q | SEC ↗ |
| 31 | Bison Wealth, LLC | 5,618 | $374K | +407 | +7.8% | 3Q | SEC ↗ |
| 32 | VestGen Advisors, LLC | 5,265 | $350K | -289 | -5.2% | 2Q | SEC ↗ |
| 33 | VestGen Investment Management | 4,948 | $329K | -1,060 | -17.6% | 4Q | SEC ↗ |
| 34 | J2 Capital Management Inc | 4,868 | $324K | -54,358 | -91.8% | 5Q | SEC ↗ |
| 35 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 4,447 | $296K | -805 | -15.3% | 7Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 4,055 | $270K | +324 | +8.7% | 21Q | SEC ↗ |
| 37 | Orion Porfolio Solutions, LLC | 3,904 | $260K | -272,717 | -98.6% | 14Q | SEC ↗ |
| 38 | Delta Investment Management, LLC NEW | 3,313 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Envestnet Portfolio Solutions, Inc. NEW | 3,144 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,186 | $79K | +56 | +5.0% | 8Q | SEC ↗ |
| 41 | MORGAN STANLEY | 1,145 | $76K | — | +0.0% | 21Q | SEC ↗ |
| 42 | ASSETMARK, INC | 768 | $51K | +360 | +88.2% | 7Q | SEC ↗ |
| 43 | Spire Wealth Management | 200 | $13K | — | +0.0% | 8Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV NEW | 18 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 1 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Worth Financial Advisory Group, LLC | 0 | $0K | -3,642 | -100.0% | 6Q | SEC ↗ |
| 47 | UBS Group AG | 0 | $0K | -857 | -100.0% | 3Q | SEC ↗ |
| 48 | Mariner, LLC | 0 | $0K | -7,102 | -100.0% | 7Q | SEC ↗ |
| 49 | Parsonex Advisory Services, Inc. | 0 | $0K | -15,364 | -100.0% | 3Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 0 | $0K | -3,828 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| TUCKER ASSET MANAGEMENT LLC | 51,407 | $3M |
| Nuveen, LLC | 19,153 | $1M |
| CITADEL ADVISORS LLC | 11,443 | $761K |
| Delta Investment Management, LLC | 3,313 | $220K |
| Envestnet Portfolio Solutions, Inc. | 3,144 | $209K |
| MERCER GLOBAL ADVISORS INC /ADV | 18 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 35,939 | $2M |
| Parsonex Advisory Services, Inc. | 15,364 | $1M |
| Mariner, LLC | 7,102 | $472K |
| GDS Wealth Management | 6,996 | $465K |
| Atria Investments, Inc | 6,120 | $407K |
| Sigma Planning Corp | 4,437 | $295K |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,393 | $292K |
| Concurrent Investment Advisors, LLC | 4,093 | $272K |
| Smithfield Trust Co | 3,950 | $263K |
| Kestra Advisory Services, LLC | 3,828 | $255K |
| Worth Financial Advisory Group, LLC | 3,642 | $242K |
| UBS Group AG | 857 | $57K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | +336,628 | +804.6% | 378,467 |
| LPL Financial LLC | +55,735 | +31.0% | 235,575 |
| Discipline Wealth Solutions, LLC | +47,913 | +26.7% | 227,458 |
| Lifestyle Asset Management, Inc. | +15,950 | +13.6% | 133,414 |
| Aegis Wealth Management, Inc. | +13,626 | +5.4% | 264,683 |
| Integrated Wealth Concepts LLC | +8,826 | +93.6% | 18,251 |
| NewEdge Advisors, LLC | +6,862 | +14.9% | 52,857 |
| HighPoint Advisor Group LLC | +3,199 | +5.3% | 63,455 |
| RAYMOND JAMES FINANCIAL INC | +1,512 | +21.1% | 8,688 |
| JANE STREET GROUP, LLC | +1,408 | +17.6% | 9,394 |
| Foundations Investment Advisors, LL | +708 | +2.8% | 26,433 |
| McKinney Capital Management, LLC | +680 | +9.3% | 8,025 |
| Bison Wealth, LLC | +407 | +7.8% | 5,618 |
| ASSETMARK, INC | +360 | +88.2% | 768 |
| OSAIC HOLDINGS, INC. | +324 | +8.7% | 4,055 |
| IFP Advisors, Inc | +250 | +0.9% | 26,798 |
| Fiduciary Alliance LLC | +176 | +1.6% | 10,915 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +56 | +5.0% | 1,186 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Howard Capital Management, LLC | -2,123,833 | -34.8% | 3,983,449 |
| Orion Porfolio Solutions, LLC | -272,717 | -98.6% | 3,904 |
| Cetera Investment Advisers | -85,810 | -14.7% | 497,684 |
| J2 Capital Management Inc | -54,358 | -91.8% | 4,868 |
| Wealth Watch Advisors, INC | -47,048 | -13.8% | 292,740 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,063 | -37.9% | 16,467 |
| Optivise Advisory Services LLC | -6,425 | -5.9% | 101,712 |
| ENVESTNET ASSET MANAGEMENT INC | -6,247 | -0.8% | 777,689 |
| Cambridge Investment Research Advis | -2,476 | -1.0% | 253,313 |
| PANORAMIC INVESTMENT ADVISORS, LLC | -1,453 | -5.8% | 23,593 |
| VestGen Investment Management | -1,060 | -17.6% | 4,948 |
| INTEGRITY ALLIANCE, LLC. | -860 | -11.9% | 6,395 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | -805 | -15.3% | 4,447 |
| Simplicity Wealth,LLC | -710 | -1.6% | 44,723 |
| VestGen Advisors, LLC | -289 | -5.2% | 5,265 |
| Brookstone Capital Management | -86 | -0.3% | 24,719 |