SWAN HEDGED EQUITY US LG CAP HEGD
$26.63
0.0% 52w: $22.78 – $27.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.7824.9427.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
79
-1 QoQ
13F value
$542.4M
+0.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HEGD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 4.6M | $113.3M | 0.3% | +17.8% |
| Taylor Securities Services, Inc. | Wealth advisor | 2.2M | $53.3M | 24.9% | +8.7% |
| Swan Global Investments, LLC | Wealth advisor | 1.6M | $39.3M | 2.1% | -43.4% |
| Blueprint Investment Partners LLC | Wealth advisor | 1.6M | $38.5M | 3.9% | -0.5% |
| LPL Financial LLC | Bank broker | 1.4M | $34.9M | 0.0% | +10.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.4M | $34.8M | 0.1% | -10.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 856.7K | $21.2M | 0.0% | +509.1% |
| Blueprint Financial Advisors LLC | Wealth advisor | 764.9K | $18.9M | 2.8% | +4.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 726.2K | $17.9M | 0.1% | New |
| Legacy CG, LLC | Wealth advisor | 686.7K | $17.0M | 4.7% | +2.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 593.2K | $14.7M | 0.1% | +20.3% |
| Avior Wealth Management, LLC | Wealth advisor | 576.1K | $14.2M | 0.4% | +2.0% |
| Financial Designs Corp | Wealth advisor | 546.3K | $13.5M | 7.5% | 0.0% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 488.5K | $12.1M | 2.0% | +119.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 457.1K | $11.3M | 0.0% | +12.8% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 369.6K | $9.1M | 0.4% | +6.3% |
| Atria Investments, Inc | Wealth advisor | 320.9K | $7.9M | 0.1% | +5.8% |
| Spartan Planning & Wealth Management | Wealth advisor | 295.0K | $7.3M | 5.4% | -16.0% |
| RETIREMENT GUYS FORMULA LLC | Other | 289.1K | $7.1M | 3.3% | -3.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 280.8K | $6.9M | 0.0% | +16.7% |
| Inspire Advisors, LLC | Wealth advisor | 232.0K | $5.7M | 0.5% | New |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 172.3K | $4.3M | 0.1% | +496.2% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 151.7K | $3.7M | 2.5% | +1.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 134.9K | $3.3M | 0.0% | +14.3% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 107.1K | $2.6M | 0.4% | +1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 88.3K | $2.2M | 0.0% | +15.9% |
| VISTA INVESTMENT PARTNERS II, LLC | Other | 78.1K | $1.9M | 0.9% | New |
| Baird Financial Group, Inc. | Diversified mechanical | 76.1K | $1.9M | 0.0% | -0.1% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 68.7K | $1.7M | 0.3% | +40.7% |
| Independent Advisor Alliance | Wealth advisor | 55.3K | $1.4M | 0.0% | New |
| Barnes Wealth Management Group, Inc | Wealth advisor | 53.4K | $1.3M | 0.7% | +15.7% |
| Camarda Financial Advisors, LLC | Other | 51.7K | $1.3M | 0.7% | -1.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 44.7K | $1.1M | 0.0% | -1.4% |
| CHILTON CAPITAL MANAGEMENT LLC | Other | 40.7K | $1.0M | 0.0% | +4.5% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 40.5K | $1.0M | 0.0% | +13.0% |
| Private Advisor Group, LLC | Wealth advisor | 39.4K | $974K | 0.0% | -7.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 35.3K | $871K | 0.0% | -4.1% |
| WORLD EQUITY GROUP, INC. | Other | 34.3K | $847K | 0.2% | +55.5% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | Wealth advisor | 32.8K | $810K | 0.4% | Held |
| Regal Investment Advisors LLC | Wealth advisor | 30.5K | $753K | 0.0% | New |
| Momentum Wealth Planning, LLC | Wealth advisor | 29.2K | $721K | 0.7% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 28.8K | $711K | 0.0% | -1.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 26.6K | $656K | 0.0% | -5.1% |
| Cetera Investment Advisers | Wealth advisor | 26.1K | $644K | 0.0% | New |
| Mutual Advisors, LLC | Wealth advisor | 22.3K | $551K | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 21.0K | $519K | 0.0% | +44.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 19.6K | $483K | 0.0% | New |
| EverSource Wealth Advisors, LLC | Wealth advisor | 18.4K | $456K | 0.0% | +28.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 18.0K | $445K | 0.0% | +2.3% |
| GRANITE ISLANDS PRIVATE WEALTH, LLC ★2 | Fundamental diversified | 18.0K | $444K | 0.4% | -42.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.