Funds holding HCM Defender 500 Index ETF
2 funds declare a position · 0 ETFs and 2 other funds · 4.9M $ · US66538R7301
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Tactical Growth Allocation Fund Tactical Investment Series Trust | 46,260 | 2.6M $ | 7.23 % | as of Mar 31, 2026 · Original filing |
| 2 | TFA Quantitative Fund Tactical Investment Series Trust | 38,909 | 2.2M $ | 3.71 % | as of Mar 31, 2026 · Original filing |
Institutional managers
45 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Howard Capital Management Inc. | 6,107,282 | 230.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 783,936 | 44.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 583,494 | 33.2M $ | as of Mar 31, 2026 |
| Wealth Watch Advisors, INC | 339,788 | 19.4M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 276,621 | 15.8M $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 251,057 | 14.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 179,840 | 10.2M $ | as of Mar 31, 2026 |
| Discipline Wealth Solutions, LLC | 179,545 | 10.2M $ | as of Mar 31, 2026 |
| Lifestyle Asset Management, Inc. | 117,464 | 6.7M $ | as of Mar 31, 2026 |
| Optivise Advisory Services LLC | 108,137 | 6.2M $ | as of Mar 31, 2026 |
| HighPoint Advisor Group LLC | 60,256 | 3.4M $ | as of Mar 31, 2026 |
| J2 Capital Management Inc | 59,226 | 3.4M $ | as of Mar 31, 2026 |
| Simplicity Wealth,LLC | 45,433 | 2.6M $ | as of Mar 31, 2026 |
| J.W. COLE ADVISORS, INC. | 41,839 | 2.4M $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 35,939 | 2M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 26,548 | 1.5M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,530 | 1.5M $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 25,725 | 1.5M $ | as of Mar 31, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 25,046 | 1.4M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 24,805 | 1.4M $ | as of Mar 31, 2026 |
| Brooklyn Investment Group | 19,153 | 1.1M $ | as of Mar 31, 2026 |
| Fiduciary Alliance LLC | 10,739 | 634K $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 9,425 | 536.8K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 7,986 | 454.9K $ | as of Mar 31, 2026 |
| McKinney Capital Management, LLC | 7,345 | 418.4K $ | as of Mar 31, 2026 |