Home › Stocks › LGH

LGH — HCM DEFENDER 500 INDEX ETF

Reported value held$1.06M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)3
Institutional value$802.70K · 12.59K sh
New / Add / Cut / Exit2 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +528.8% (+10.59K sh)
Institutional value change Up +603.8%

As of Q2 2026, 3 SEC-registered investment managers reported holding LGH (HCM DEFENDER 500 INDEX ETF) in their latest 13F filings, with a combined reported value of $802.70K across 12.59K shares. That is +528.8% by share count (+10.59K shares) versus the previous quarter, while reported value moved +603.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.44K $729.61K 0.00% New
Morgan Stanley history 1.15K $73.03K 0.00% Hold
JPMorgan Chase & Co history 1 $63 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.15K $65.23K 0.00% Hold
UBS Group AG history 857 $48.81K 0.00% Reduce

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 5.66K $351.00K 0.00% New
UBS Group AG history 1.22K $75.48K 0.00% Add
Morgan Stanley history 1.15K $70.97K 0.00% Hold
JPMorgan Chase & Co history 1 $62 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.14K $69.09K 0.00% Hold
UBS Group AG history 496 $29.96K 0.00% New
JPMorgan Chase & Co history 1 $60 0.00% Hold

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.14K $62.28K 0.00% Hold
JPMorgan Chase & Co history 1 $54 0.00% New

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
AQR Capital Management history 4.21K $203.20K 0.00% New
Morgan Stanley history 1.14K $55.24K 0.00% Hold
UBS Group AG history 435 $21.01K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Citadel Advisors 11.44K — 5.66K — — — — — — 5.18K — — — — — — — — — —
Morgan Stanley 1.15K 1.15K 1.15K 1.14K 1.14K 1.14K 1.14K 1.14K 1.14K 1.14K 1.14K 2.60K 1.14K 1.37K 1.37K 1.37K 1.37K 836 836 296
JPMorgan Chase & Co 1 — 1 1 1 — — — — — — 46 — — 100 1.74K — — — —
UBS Group AG — 857 1.22K 496 — 435 — 240 2.44K 70 — 950 — 4.82K 4.43K 3.23K 309 449 196 —
Fidelity Management & Research (FMR) — — — — — — — 10 — — — — 1 — — — — — — —
AQR Capital Management — — — — — 4.21K — — — — — — — — — — — — — —
Bank of America Corp — — — — — — — — — — — — — — — — — 126 — —

Download holders (CSV)