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Get Institutions for : 
Hcm Defender 500 Index Etf (LGH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    5
Total shares held : 
 5,702,042  
% of shares held : 
 6.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -107,061  
% of shares held change : 
   -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 103,816
 1.82%
 
Increased Positions :
13
 137,784
 2.42%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
7
-159,628
-2.8%
 
Closed Positions :
7
-189,033
-3.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Howard Capital Management Inc. 2 - 2024-03-31 3,753,098 $174,677,000 75,407
   ENVESTNET ASSET MANAGEMENT INC 1104 - 2024-03-31 432,870 $20,147,000 147,819
   Orion Portfolio Solutions LLC 114 - 2024-03-31 351,902 $16,378,000 48,953
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 334 - 2024-03-31 319,654 $14,877,000 -79,439
   J.W. COLE ADVISORS INC. 43 - 2024-03-31 175,703 $8,178,000 -2,958
   MULTIFINANCIAL SECURITIES CORP 344 - 2024-03-31 153,112 $7,126,000 123,554
   CPR Investments Inc. 11 - 2024-03-31 83,795 $3,900,000 29,112
   Cetera Investment Advisers 424 - 2024-03-31 78,959 $3,675,000 -31,984
   FINANCIAL NETWORK 817 - 2024-03-31 66,375 $3,089,000 18,489
   Advisor Group Holdings Inc. 1424 - 2024-03-31 62,225 $2,896,000 1,283
   GTS SECURITIES LLC 302 - 2024-03-31 52,713 $2,453,000 52,713
   Lifestyle Asset Management Inc. 12 - 2024-03-31 42,829 $1,993,000 14
   IFP Advisors Inc 299 - 2023-12-31 36,020 $1,482,000 -10,723
   PANORAMIC INVESTMENT ADVISORS LLC 30 - 2024-03-31 30,640 $1,426,000 -3,123
   Fiduciary Alliance LLC 85 - 2024-03-31 26,874 $1,246,000 171
   LPL FINANCIAL CORP 3004 - 2024-03-31 24,507 $1,141,000 -674
   Brookstone Capital Management 482 - 2024-03-31 21,920 $1,020,000 -203,599
   Foundations Investment Advisors LLC 368 - 2024-03-31 16,815 $783,000 645
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2865 - 2024-03-31 16,616 $773,000 -18,451
   COMMONWEALTH EQUITY SERVICES LLC. 3179 - 2024-03-31 6,845 $319,000 -1,542
   CITADEL ADVISORS LLC 4401 *New 2024-03-31 5,183 $241,000 5,183
   MORGAN STANLEY 5978 - 2024-03-31 1,144 $53,000 0
   Creekmur Asset Management LLC 347 - 2024-03-31 518 $24,000 -122
   UBS Group AG 6466 - 2024-03-31 70 $3,000 70
   PROEQUITIES INC. 5440 - 2024-03-31 0 $0 0
   MARINER WEALTH ADVISORS, LLC 3261 *Closed 2024-03-31 0 $0 -103,164
   Global Retirement Partners LLC 3460 *Closed 2024-03-31 0 $0 -652
  27 Records found
  1    
  Page 1 of 1
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