HCM Defender 500 Index

LGH • ARCA

HCM Defender 500 Index is an exchange-traded fund on ARCA. As of Q3 2025, 42 institutional investors hold shares in this ETF, with total holdings valued at $485.3M. Howard Capital Management Inc. is the largest holder with a position valued at $252.9M.

Overview

Overview of institutional ownership in LGH as of Q3 2025

All Institutions

Institutions: 42
Value Held: $485.3M
Shares Held: 10.1M
Avg Position: $11.6M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in LGH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Howard Capital Management Inc. Long Only Manager	Ronald Vance Howard CEO	$252.9M 3.34% of portfolio	6.2M shares	Q4 2019 Held for 5y 11m	$7.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$49.1M 0.01% of portfolio	813.4K shares	Q4 2019 Held for 5y 11m	$341.99B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$38.6M 0.05% of portfolio	639.6K shares	Q4 2020 Held for 4y 11m	$85.4B
C CLS Investments, LLC Institution	-	$35.8M 0.29% of portfolio	592.0K shares	Q2 2025 Held for 5 months	$12.5B
J J.W. COLE ADVISORS, INC. Institution	-	$24.0M 0.46% of portfolio	396.8K shares	Q4 2019 Held for 5y 11m	$5.2B
Wealth Watch Advisors, INC RIA/Wealth	William Earl Gastl Managing Partner	$19.6M 8.85% of portfolio	324.2K shares	Q4 2024 Held for 11 months	$221.3M
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$15.7M 0.05% of portfolio	260.2K shares	Q1 2020 Held for 5y 8m	$33.5B
Optivise Advisory Services LLC RIA/Wealth	Michael Ray Wallin Managing Partner	$8.7M 5.22% of portfolio	144.6K shares	Q2 2024 Held for 1y 5m	$167.3M
J2 Capital Management Inc RIA/Wealth	John Nmn Salomon President	$6.4M 4.83% of portfolio	106.2K shares	Q2 2025 Held for 5 months	$132.9M
L LPL Financial LLC Institution	-	$6.1M 0.00% of portfolio	101.7K shares	Q1 2020 Held for 5y 8m	$340.07B

Net Capital Flow

Institutional buying and selling activity for LGH in Q3 2025

Traded: +$18.2M
Buyers: 21
Sellers: 16
Total Bought: +$24.8M
Total Sold: −$6.6M
Avg Position: $11.0M

Biggest Buyers

Institution	Net Bought	Current Position
Howard Capital Management Inc. Long Only Manager	+$8.6M +213.6K shares	$252.9M 6.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$4.0M +66.0K shares	$49.1M 813.4K shares
Cetera Investment Advisers RIA/Wealth	+$2.8M +46.2K shares	$38.6M 639.6K shares
L LPL Financial LLC Institution	+$2.5M +40.7K shares	$6.1M 101.7K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$1.9M +32.3K shares	$15.7M 260.2K shares
C CLS Investments, LLC Institution	+$1.5M +25.4K shares	$35.8M 592.0K shares
J J.W. COLE ADVISORS, INC. Institution	+$900.9K +14.9K shares	$24.0M 396.8K shares
Lifestyle Asset Management, Inc. RIA/Wealth	+$642.5K +10.6K shares	$5.2M 86.6K shares
BB&T CORP Institution	+$403.4K +6.7K shares	$403.4K 6.7K shares
Hanlon Investment Management, Inc. RIA/Wealth	+$356.0K +5.9K shares	$356.0K 5.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Simplicity Wealth,LLC RIA/Wealth	−$3.1M −50.7K shares	$3.0M 49.1K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$1.8M −33.0K shares	Sold Off 0 shares
G GTS SECURITIES LLC Institution	−$380.5K −6.3K shares	$1.4M 23.0K shares
CPR Investments Inc. RIA/Wealth	−$331.5K −5.5K shares	$1.3M 21.2K shares
Foundations Investment Advisors, LLC RIA/Wealth	−$220.1K −3.6K shares	$1.8M 29.2K shares
Optivise Advisory Services LLC RIA/Wealth	−$206.2K −3.4K shares	$8.7M 144.6K shares
Wealth Watch Advisors, INC RIA/Wealth	−$180.3K −3.0K shares	$19.6M 324.2K shares
A Advisor Group Holdings, Inc. Institution	−$175.4K −3.0K shares	$149.7K 2.6K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$78.3K −1.3K shares	$219.5K 3.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$75.2K −1.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LGH in Q3 2025

New Positions: 2
New Value: $759.3K
Exited Positions: 2
Exited Value: $1.9M

New Positions

Institution	Position Value
BB&T CORP Institution	$403.4K 6.7K shares
Hanlon Investment Management, Inc. RIA/Wealth	$356.0K 5.9K shares

Exited Positions

Institution	Previous Position
Envestnet Portfolio Solutions, Inc. Long Only Manager	$1.8M 33.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$75.2K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in LGH as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LGH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Wealth Watch Advisors, INC RIA/Wealth	William Earl Gastl Managing Partner	8.85% $19.6M	324.2K shares	Q4 2024 Held for 11 months	$221.3M
Optivise Advisory Services LLC RIA/Wealth	Michael Ray Wallin Managing Partner	5.22% $8.7M	144.6K shares	Q2 2024 Held for 1y 5m	$167.3M
J2 Capital Management Inc RIA/Wealth	John Nmn Salomon President	4.83% $6.4M	106.2K shares	Q2 2025 Held for 5 months	$132.9M
Howard Capital Management Inc. Long Only Manager	Ronald Vance Howard CEO	3.34% $252.9M	6.2M shares	Q4 2019 Held for 5y 11m	$7.6B
Lifestyle Asset Management, Inc. RIA/Wealth	Michael Allen Wegner President	1.79% $5.2M	86.6K shares	Q4 2022 Held for 2y 11m	$292.6M
CPR Investments Inc. RIA/Wealth	Charles Paul Reinhold CEO	0.99% $1.3M	21.2K shares	Q4 2021 Held for 3y 11m	$128.8M
PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth	Lindsay M Rider CCO	0.93% $1.6M	27.2K shares	Q3 2024 Held for 1y 2m	$176.1M
Discipline Wealth Solutions, LLC RIA/Wealth	Scott Allen Hayes President	0.77% $2.9M	47.3K shares	Q3 2024 Held for 1y 2m	$372.4M
J J.W. COLE ADVISORS, INC. Institution	-	0.46% $24.0M	396.8K shares	Q4 2019 Held for 5y 11m	$5.2B
C CLS Investments, LLC Institution	-	0.29% $35.8M	592.0K shares	Q2 2025 Held for 5 months	$12.5B