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

60 institutions reported holding $689.5M of HCM DEFENDER (QQH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($372.8M), ENVESTNET ASSET MANAGEMENT INC ($53.9M), Cetera Investment Advisers ($36.3M), Cambridge Investment Research Advisors, Inc. ($35.9M), Wealth Watch Advisors, INC ($27.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Howard Capital Management Inc.	$372.8M	4.4M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$53.9M	629,437	Trimmed
3	Cetera Investment Advisers	$36.3M	424,608	Trimmed
4	Cambridge Investment Research Advisors, Inc.	$35.9M	419,138	Trimmed
5	Wealth Watch Advisors, INC	$27.6M	322,697	Trimmed
6	J.W. COLE ADVISORS, INC.	$21.9M	256,226	Trimmed
7	LPL Financial LLC	$21.8M	254,261	Added
8	Aegis Wealth Management, Inc.	$20.0M	233,887	Added
9	McKinney Capital Management, LLC	$19.5M	228,158	Added
10	Discipline Wealth Solutions, LLC	$16.4M	191,319	Added
11	Lifestyle Asset Management, Inc.	$9.9M	115,143	Added
12	Optivise Advisory Services LLC	$6.9M	80,132	Trimmed
13	NewEdge Advisors, LLC	$4.8M	56,372	Added
14	RAYMOND JAMES FINANCIAL INC	$4.1M	47,325	Trimmed
15	TUCKER ASSET MANAGEMENT LLC	$3.4M	39,914	New
16	Quadrature Capital Ltd	$3.2M	37,260	New
17	Simplicity Wealth,LLC	$3.2M	37,186	Trimmed
18	Colonial River Investments, LLC	$3.2M	36,867	Added
19	HighPoint Advisor Group LLC	$2.5M	29,546	Added
20	Delta Investment Management, LLC	$2.0M	23,857	Trimmed
21	Foundations Investment Advisors, LLC	$2.0M	23,822	Added
22	WBI INVESTMENTS, LLC	$2.0M	23,694	Added
23	IFP Advisors, Inc	$2.0M	22,990	Added
24	PANORAMIC INVESTMENT ADVISORS, LLC	$1.8M	20,601	Trimmed
25	Brookstone Capital Management	$1.6M	18,146	Trimmed

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