Who owns LGH?
HCM Defender 500 Index ETF · HCM
43 institutions reported holding LGH, worth $501.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LGH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Howard Capital Management, LLC | Alpharetta, GA | $254.0M | 3,983,449 | −2,123,833 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $49.6M | 777,689 | −6,247 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $32.3M | 506,626 | +250,837 shares |
| Cetera Investment Advisers | Schaumburg, IL | $31.7M | 497,684 | −85,810 shares |
| J.W. Cole Advisors, Inc. | Tampa, FL | $24.1M | 378,467 | +336,628 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $18.7M | 292,740 | −47,048 shares |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $16.9M | 264,683 | +13,626 shares |
| LPL Financial LLC | Fort Mill, SC | $15.0M | 235,575 | +55,735 shares |
| Discipline Wealth Solutions, LLC | Greenville, SC | $14.5M | 227,458 | +47,913 shares |
| Lifestyle Asset Management, Inc. | Friendswood, TX | $8.5M | 133,414 | +15,950 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LGH?
43 institutional managers reported holding LGH in Form 13F filings for June 30, 2026, worth $501.9M in total. The largest reported position was held by Howard Capital Management, LLC, at $254.0M.
Did institutions buy or sell LGH last quarter?
Reported 13F value rose 15.8% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LGH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.