Who Owns HCM DEFENDER (LGH)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $485.8M of HCM DEFENDER (LGH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($254.0M), ENVESTNET ASSET MANAGEMENT INC ($49.6M), Cetera Investment Advisers ($31.7M), J.W. COLE ADVISORS, INC. ($24.1M), Wealth Watch Advisors, INC ($18.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Howard Capital Management Inc.$254.0M4.0MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$49.6M777,689Trimmed
3Cetera Investment Advisers$31.7M497,684Trimmed
4J.W. COLE ADVISORS, INC.$24.1M378,467Added
5Wealth Watch Advisors, INC$18.7M292,740Trimmed
6Aegis Wealth Management, Inc.$16.9M264,683Added
7Cambridge Investment Research Advisors, Inc.$16.2M253,313Trimmed
8LPL Financial LLC$15.0M235,575Added
9Discipline Wealth Solutions, LLC$14.5M227,458Added
10Lifestyle Asset Management, Inc.$8.5M133,414Added
11Optivise Advisory Services LLC$6.5M101,712Trimmed
12HighPoint Advisor Group LLC$4.0M63,455Added
13NewEdge Advisors, LLC$3.4M52,857Added
14TUCKER ASSET MANAGEMENT LLC$3.3M51,407New
15Simplicity Wealth,LLC$2.9M44,723Trimmed
16IFP Advisors, Inc$1.7M26,798Added
17Foundations Investment Advisors, LLC$1.7M26,433Added
18Brookstone Capital Management$1.6M24,719Trimmed
19PANORAMIC INVESTMENT ADVISORS, LLC$1.5M23,593Trimmed
20Nuveen, LLC$1.2M19,153New
21Integrated Wealth Concepts LLC$1.2M18,251Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M16,467Trimmed
23CITADEL ADVISORS LLC$729,60611,443New
24Fiduciary Alliance LLC$695,94010,915Added
25JANE STREET GROUP, LLC$598,9619,394Added

Source: SEC Form 13F filings · as of 2026-06-30