LGH · HCM Defender 500 Index ETF ETF
$66.45
-0.36 (-0.54%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $4,007,315
Total Shares: 62,850
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Top Holder
81.8%
+5.4 pts
Top 5
100.0%
+0.3 pts
Top 10
100.0%
0.0 pts
HHI
7,022
Highly concentrated+833
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
6
Unchanged
0
Holder count:
-4
Institutional value:
-80.8%
Shares held:
-85.5%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | 51,407 | $3,277,710 | |
| Mega CITADEL ADVISORS LLC | 11,443 | $729,605 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Wealth Watch Advisors, INC | 330,394 | $15,954,726 | |
| Mid GTS SECURITIES LLC | 80,731 | $3,898,499 | |
| Mid INTEGRITY ALLIANCE, LLC. | 11,146 | $538,240 | |
| Large Mariner, LLC | 5,051 | $243,912 | |
| Mega AQR CAPITAL MANAGEMENT LLC | 4,208 | $203,204 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC LGH | $3,277,710 | 81.79% | 51,407 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC LGH | $729,605 | 18.21% | 11,443 | Shares | 2026-09-02 |