Citadel Advisors
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Citadel Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

Citadel Advisors’s Portfolio LGH Stock Details LGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$730K Buy
+11,443
New +$707K ﹤0.01% 8970
2026
Q1 		– Sell
-5,664
Closed -$351K – 13667
2025
Q4 		$351K Buy
+5,664
New +$348K ﹤0.01% 9808
2024
Q2 		– Sell
-5,183
Closed -$241K – 14933
2024
Q1 		$241K Buy
+5,183
New +$225K ﹤0.01% 9932

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Citadel Advisors's LGH Position: Q2 2026 in Review

Citadel Advisors opened a new position in HCM Defender 500 Index ETF (LGH) in Q2 2026: 11,443 shares worth $730K. The stake represents ﹤0.01% of the portfolio and ranks #8970 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in LGH as recently as Q4 2025.

Citadel Advisors first reported a position in LGH in Q1 2024 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Citadel Advisors held 11,443 shares of HCM Defender 500 Index ETF worth $730K as of Q2 2026.
  • HCM Defender 500 Index ETF was a new Citadel Advisors position in Q2 2026.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8970 holding.
  • Citadel Advisors first reported a position in HCM Defender 500 Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.