LGH

HCM Defender 500 Index ETFETF$64.35 0.79%
UnclassifiedUSCUSIP 66538R730· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
35
+1 QoQ
13F Value (tracked)
$398.8M
13F Moves · latest Q
4 added
9 trimmed
Recent Filings
0

Price & smart-money activity

$64.35 0.79%5Y +58.8%
$30.61$39.90$49.19$58.47$67.762021202220232024202520262652432355353534353737485874106789412
Hover for who · click for detailEnd-of-day closing prices52w $54.83 – $65.57
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Ask your agent what changed in LGH

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LGH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LGH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

35 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Howard Capital Management Inc.
$230.8M
6.1M
−1.2%
Reduced · −73K sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$44.7M
784K
+3.6%
Added · +27K sh
Q1 2026
3Cetera Investment Advisers
$33.2M
583K
−0.9%
Reduced · −5K sh
Q1 2026
4Wealth Watch Advisors, INC
$19.4M
340K
+3.3%
Added · +11K sh
Q1 2026
5Orion Porfolio Solutions, LLC
$15.8M
277K
−51%
Reduced · −288K sh
Q1 2026
6Aegis Wealth Management, Inc.
$16.9M
265K
+5.4%
Added · +14K sh
Q2 2026
7LPL Financial LLC
$10.2M
180K
+64%
Added · +70K sh
Q1 2026
8Optivise Advisory Services LLC
$6.5M
102K
−5.9%
Reduced · −6K sh
Q2 2026
9HighPoint Advisor Group LLC
$3.4M
60K
−22%
Reduced · −17K sh
Q1 2026
10NewEdge Advisors, LLC
$2.6M
46K
+112%
Added · +24K sh
Q1 2026
11J.W. COLE ADVISORS, INC.
$2.4M
42K
−90%
Reduced · −360K sh
Q1 2026
12GTS SECURITIES LLC
$2.0M
36K
−57%
Reduced · −47K sh
Q1 2026
13IFP Advisors, Inc
$1.5M
27K
+1.1%
Added · +302 sh
Q1 2026
14SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.5M
27K
+509%
Added · +22K sh
Q1 2026
15FOUNDATIONS INVESTMENT ADVISORS, LLC
$1.5M
26K
−2.1%
Reduced · −544 sh
Q1 2026
16Brooklyn Investment Group
$1.1M
19K
Held
Q1 2026
17Fiduciary Alliance LLC
$634K
11K
−33%
Reduced · −5K sh
Q1 2026
18Integrated Wealth Concepts LLC
$537K
9K
New
+9K sh
Q1 2026
19JANE STREET GROUP, LLC
$455K
8K
+78%
Added · +4K sh
Q1 2026
20INTEGRITY ALLIANCE, LLC.
$413K
7K
−26%
Reduced · −3K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$409K
7K
+47%
Added · +2K sh
Q1 2026
22Mariner, LLC
$405K
7K
Held
Q1 2026
23GDS Wealth Management
$398K
7K
New
+7K sh
Q1 2026
24TRUIST FINANCIAL CORP
$380K
7K
Held
Q1 2026
25Atria Investments, Inc
$349K
6K
+49%
Added · +2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
9
funds
Exited
0
funds

Institutional ownership over time

35 funds+14 since Q3 2024
01835Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $395.9M

Share classes

Class13F holdersValue held
QQHmc39 funds$517.2M
LGHthis pagemc35 funds$398.8M
CPAImc24 funds$80.4M
HYTRMF Closed and MF Open18 funds$226.2M
SCLZSWAN ENHAN DIVID6 funds$6.8M
66538R524PLANROCK ALT GRO1 funds$259K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own LGH also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA18 funds$7.1B
APPLE INCAAPL18 funds$5.6B
AMAZON.COM INCAMZN18 funds$3.8B
MICROSOFT CORPMSFT18 funds$3.7B
ALPHABET INC-CL AGOOGL18 funds$2.8B
BROADCOM INCAVGO18 funds$2.4B
META PLATFORMS INC-CLASS AMETA18 funds$2.4B
SS SPDR S&P 500 ETF TRUST-USSPY18 funds$2.0B
JPMORGAN CHASE & COJPM18 funds$2.0B
MICRON TECHNOLOGY INCMU18 funds$2.0B
INVESCO QQQ TRUST SERIES 1QQQ18 funds$1.9B
ALPHABET INC-CL CGOOG18 funds$1.8B

Ranked by how many of LGH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.