Who Owns HCM Defender 100 Index ETF (QQH)?Hedge Fund & Institutional Holders

$72.55-0.86 (-1.17%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.100000026874e+247T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$54.03$61.08$68.13$75.18$82.23Aug 24Jun 25Mar 26

QQH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+282K+$17.1B
Optivise Advisory Services LLCNew Position+91K+$7.1B
Discipline Wealth Solutions, LLCNew Position+53K+$4.1B
Simplicity Wealth,LLCNew Position+37K+$2.9B
PANORAMIC INVESTMENT ADVISORS, LLCNew Position+24K+$1.9B
CITADEL ADVISORS LLCNew Position+13K+$1.0B
MONEY CONCEPTS CAPITAL CORPNew Position+8K+$584.0M
Wealth Watch Advisors, INCIncreased+2K+$498.7M
Tactive Advisors, LLCIncreased+5K+$429.9M
Worth Financial Advisory Group, LLCNew Position+4K+$340.0M
ABSOLUTE CAPITAL MANAGEMENT, LLCNew Position+4K+$323.0M
Howard Capital Management Inc.New Position+6.5M+$314.8M
Synergy Asset Management, LLCNew Position+3K+$208.0M
Brookwood Investment Group LLCNew Position+3K+$205.0M
UBS Group AGNew Position+1K+$110.0M

QQH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-46K-$41.5B
Orion Porfolio Solutions, LLCDecreased-45K-$3.0B
GTS SECURITIES LLCDecreased-9K-$1.7B
CPR Investments Inc.Closed Position-19K-$1.4B
Brookstone Capital ManagementDecreased-80-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$865.5M
OSAIC HOLDINGS, INC.Decreased-677-$807.4M
Atria Investments, IncDecreased-120-$298.6M
ROYAL BANK OF CANADAClosed Position-484-$37.0M
Creekmur Asset Management LLCClosed Position-290-$22.1M
Cambridge Investment Research Advisors, Inc.Decreased-26K-$1.7M
Fiduciary Alliance LLCDecreased-479-$1.1M
Summit Financial, LLCClosed Position-6K-$464K
INTEGRITY ALLIANCE, LLC.Decreased-37-$-230K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Orion Porfolio Solutions, LLC531,367$41.0B0.30%Share
2Wealth Watch Advisors, INC347,372$26.9B9.96%Share
3J.W. COLE ADVISORS, INC.281,602$17.1B0.41%Share
4Optivise Advisory Services LLC91,312$7.1B4.07%Share
5Lifestyle Asset Management, Inc.72,763$5.6B1.83%Share
6Discipline Wealth Solutions, LLC53,328$4.1B0.76%Share
7RAYMOND JAMES FINANCIAL INC42,591$3.0B0.00%Share
8Simplicity Wealth,LLC37,086$2.9B0.17%Share
9PANORAMIC INVESTMENT ADVISORS, LLC24,298$1.9B1.02%Share
10J2 Capital Management Inc15,675$1.2B0.88%Share
11Tactive Advisors, LLC13,726$1.1B0.31%Share
12IFP Advisors, Inc22,658$1.0B0.02%Share
13OSAIC HOLDINGS, INC.24,848$1.0B0.00%Share
14CITADEL ADVISORS LLC13,406$1.0B0.00%Share
15Brooklyn Investment Group15,652$1.0B0.05%Share
16Colonial River Investments, LLC12,908$998.0M0.36%Share
17MONEY CONCEPTS CAPITAL CORP7,550$584.0M0.03%Share
18VestGen Investment Management5,240$405.0M0.22%Share
19Worth Financial Advisory Group, LLC4,401$340.0M0.16%Share
20ABSOLUTE CAPITAL MANAGEMENT, LLC4,178$323.0M0.12%Share
21Howard Capital Management Inc.6,490,711$314.8M4.08%Share
22INTEGRITY ALLIANCE, LLC.3,812$294.0M0.01%Share
23Synergy Asset Management, LLC2,697$208.0M0.02%Share
24Brookwood Investment Group LLC2,658$205.0M0.02%Share
25Geneos Wealth Management Inc.1,300$100.0M0.00%Share
26UBS Group AG1,067$82.0M0.00%Share
27ASSETMARK, INC823$63.0M0.00%Share
28ENVESTNET ASSET MANAGEMENT INC603,579$46.0M0.01%Share
29Cetera Investment Advisers498,670$38.0M0.04%Share
30Cambridge Investment Research Advisors, Inc.441,354$34.0M0.09%Share
31UBS Group AG366$28.0M0.00%Share
32LPL Financial LLC265,355$20.0M0.01%Share
33Aegis Wealth Management, Inc.211,807$16.4M12.87%Share
34Delta Investment Management, LLC23,684$1.8M0.32%Share
35Brookstone Capital Management18,265$1.4M0.02%Share
36Parsonex Advisory Services, Inc.15,231$1.2M0.79%Share
37Parsonex Advisory Services, Inc.16,162$1.1M0.91%Share
38Parsonex Advisory Services, Inc.13,683$1.1M0.67%Share
39AXXCESS WEALTH MANAGEMENT, LLC12,995$1.0M0.00%Share
40NewEdge Advisors, LLC21,176$1.0M0.00%Share
41GTS SECURITIES LLC13,850$1.0M0.03%Share
42TRUIST FINANCIAL CORP4,681$362K0.00%Share
43Concurrent Investment Advisors, LLC3,606$278K0.00%Share
44TRUIST FINANCIAL CORP2,113$163K0.00%Share
45Concurrent Investment Advisors, LLC1,769$136K0.00%Share
46FOUNDATIONS INVESTMENT ADVISORS, LLC23,673$1K0.00%Share
47Mariner, LLC6,805$00.00%Share
48PRINCIPAL SECURITIES, INC.4,349$00.00%Share
49Smithfield Trust Co3,198$00.00%Share
50MORGAN STANLEY501$00.00%Share

QQH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$119.9B+21
Q3 202531$155.1B-8
Q2 202539$636.3B-1
Q1 202540$422.2B+6
Q4 202434$3.0T+10
Q3 202424$284.2T+0
Q2 202424$26.4T+3
Q1 202421$829.3T—

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As of Q4 2025, 50 institutional investors hold QQH (HCM Defender 100 Index ETF). The largest holder is Orion Porfolio Solutions, LLC with $41.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own QQH?

As of Q4 2025, 50 institutional investors report holding QQH (HCM Defender 100 Index ETF) in their 13F filings.

Who is the largest institutional holder of QQH?

The largest institutional holder of QQH is Orion Porfolio Solutions, LLC with $41.0B in shares.

Is institutional ownership of QQH increasing or decreasing?

This quarter, 13 institutions opened new positions in QQH and 4 closed their positions.