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HCM Defender 500 Index ETF

39 hedge funds and large institutions have $421M invested in HCM Defender 500 Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
10
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$217M 6,031,775 +635 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.7M 747,394 +88,180 +13%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$32.3M 593,424 +91,137 +18%
BCI
4
Brinker Capital Investments
Pennsylvania
$30.8M 566,650 +42,872 +8%
JWCA
5
J.W. Cole Advisors
Florida
$20.8M 381,921 +100,340 +36%
WWA
6
Wealth Watch Advisors
Colorado
$17.8M 327,224 -3,170 -1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12.4M 227,926 -76,402 -25%
OAS
8
Optivise Advisory Services
Tennessee
$8.06M 147,981 +41,711 +39%
JCM
9
J2 Capital Management
Michigan
$5.78M 106,125 +106,125 New
SW
10
Simplicity Wealth
New Jersey
$5.44M 99,854 +42,299 +73%
LAM
11
Lifestyle Asset Management
Texas
$4.14M 75,999 +21,503 +39%
LPL Financial
12
LPL Financial
California
$3.32M 60,969 -1,848 -3%
DWS
13
Discipline Wealth Solutions
South Carolina
$2.27M 41,754 -603 -1%
AWS
14
Atria Wealth Solutions
New York
$2.12M 39,030 +39,030 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.8M 33,048 +33,048 New
FIA
16
Foundations Investment Advisors
Arizona
$1.79M 32,844 -452 -1%
MCC
17
Money Concepts Capital
Florida
$1.75M 32,098 -5,406 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.61M 30,815 +24,830 +415%
GS
19
GTS Securities
New York
$1.59M 29,269 -51,462 -64%
PIA
20
Panoramic Investment Advisors
Colorado
$1.49M 27,379 -3,095 -10%
CI
21
CPR Investments
Michigan
$1.45M 26,640 -414 -2%
BCM
22
Brookstone Capital Management
Illinois
$1.45M 26,619 -415 -2%
IA
23
IFP Advisors
Florida
$1.37M 25,212 -439 -2%
BIG
24
Brooklyn Investment Group
New York
$1.04M 19,153 -1,810 -9%
FA
25
Fiduciary Alliance
South Carolina
$903K 16,590 -6,474 -28%