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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

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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
   Orion Portfolio Solutions LLC 114 - 2024-03-31 351,902 $16,378,000 48,953
   ENVESTNET ASSET MANAGEMENT INC 1333 - 2023-12-31 285,051 $11,732,000 16,661
   Cetera Investment Advisers 469 - 2023-12-31 110,943 $4,566,000 12,535
   CPR Investments Inc. 11 - 2024-03-31 83,795 $3,900,000 29,112
   Advisor Group Holdings Inc. 1424 - 2024-03-31 62,225 $2,896,000 1,283
   Lifestyle Asset Management Inc. 12 - 2024-03-31 42,829 $1,993,000 14
   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
   Foundations Investment Advisors LLC 367 - 2023-12-31 16,170 $684,000 7,501

  10 Records found
  1    
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