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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 - 2023-12-31 3,677,691 $151,363,000 19,857
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 334 - 2024-03-31 319,654 $14,877,000 -79,439
   Orion Portfolio Solutions LLC 144 - 2023-12-31 302,949 $12,359,000 46,678
   ENVESTNET ASSET MANAGEMENT INC 1333 - 2023-12-31 285,051 $11,732,000 16,661
   J.W. COLE ADVISORS INC. 45 - 2023-12-31 178,661 $7,353,000 -2,257
   Cetera Investment Advisers 469 - 2023-12-31 110,943 $4,566,000 12,535
   MARINER WEALTH ADVISORS, LLC 740 *New 2023-12-31 103,164 $4,246,000 103,164
   CPR Investments Inc. 11 - 2024-03-31 83,795 $3,900,000 29,112
   Advisor Group Holdings Inc. 1686 - 2023-12-31 60,942 $2,508,000 12,825
   Lifestyle Asset Management Inc. 12 - 2024-03-31 42,829 $1,993,000 14
   FINANCIAL NETWORK 964 - 2023-12-31 47,886 $1,971,000 -917
   IFP Advisors Inc 299 - 2023-12-31 36,020 $1,482,000 -10,723
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2286 - 2023-12-31 35,067 $1,443,000 2,328
   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
   MULTIFINANCIAL SECURITIES CORP 693 - 2023-12-31 29,558 $1,217,000 750
   LPL FINANCIAL CORP 2972 - 2023-12-31 25,181 $1,036,000 2,992
   Brookstone Capital Management 482 - 2024-03-31 21,920 $1,020,000 -203,599
   Foundations Investment Advisors LLC 367 - 2023-12-31 16,170 $684,000 7,501
   COMMONWEALTH EQUITY SERVICES LLC. 2976 - 2023-12-31 8,387 $345,000 -563
   MORGAN STANLEY 5971 - 2023-12-31 1,144 $47,000 -1,455
   Creekmur Asset Management LLC - 2023-12-31 640 $26,000 0
   UBS Group AG 7305 *Closed 2023-12-31 0 $0 -950
   Delta Investment Management LLC 202 *Closed 2023-12-31 0 $0 -35,200
   AE Wealth Management LLC 2117 *Closed 2023-12-31 0 $0 -20,110
   GTS SECURITIES LLC 1534 *Closed 2023-12-31 0 $0 -119,404
   J P MORGAN CHASE & CO 5901 *Closed 2023-12-31 0 $0 -46
   PROEQUITIES INC. 6405 - 2023-12-31 0 $0 0
   MONEY CONCEPTS CAPITAL CORP 394 *Closed 2023-12-31 0 $0 -7,845
   Atria Wealth Solutions Inc. 1983 *Closed 2023-12-31 0 $0 -5,478
   Global Retirement Partners LLC 3460 *Closed 2024-03-31 0 $0 -652
  31 Records found
  1    
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