LISTED FDS TR

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HEGD·53656F599·US·ETF

HEGD (LISTED FDS TR) is held by 27 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($40.5M), NewEdge Advisors, LLC ($37.3M), ENVESTNET ASSET MANAGEMENT INC ($22.5M). Net institutional sentiment: Mixed.

27

Holders

(2 Elite)

$164.7M

Total Value

62% (26)

Consensus

16 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)61

Activist (13D/13G)66

Congressional (STOCK Act)33

Holder Quality

63

★★★★★

Elite

15

★★★★

Strong

71

★★★

Solid

29

★★

Below

16

★

Weak

Held by 27 funds

2 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HEGD.

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.5M(+7.5%)	$40.5M	0.0%	+19.30%	31
NewEdge Advisors, LLC	Decreased	1.4M(-0.7%)	$37.3M	0.1%	+17.05%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	845,273(-1.3%)	$22.5M	0.0%	+10.66%	0
Beacon Pointe Advisors, LLC	Increased	650,777(+9.7%)	$17.3M	0.1%	+30.22%	31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	623,845(-14.1%)	$16.6M	0.1%	+6.85%	0
RAYMOND JAMES FINANCIAL INC	Increased	488,134(+6.8%)	$13M	0.0%	+12.08%	30
STIFEL FINANCIAL CORP	Increased	152,252(+12.9%)	$4.1M	0.0%	+18.55%	30
AQR CAPITAL MANAGEMENT LLC	New	134,801	$3.6M	0.0%	+1.28%	37
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	85,690(-3.0%)	$2.3M	0.0%	+22.00%	0
Private Advisor Group, LLC	Increased	42,611(+8.0%)	$1.1M	0.0%	+16.36%	27
Baird Financial Group, Inc.	Decreased	41,690(-45.2%)	$1.1M	0.0%	+29.25%	0
Cetera Investment Advisers	Increased	29,136(+11.7%)	$776,773	0.0%	+6.23%	28
OSAIC HOLDINGS, INC.	Increased	28,303(+103.5%)	$754,568	0.0%	+7.81%	40
MML INVESTORS SERVICES, LLC	Decreased	26,015(-26.3%)	$693,550	0.0%	+21.66%	0
IWIntegrated Wealth Concepts LLC	Increased	22,384(+6.6%)	$596,751	0.0%	+7.43%	26
HighTower Advisors, LLC	Increased	16,081(+12.9%)	$428,719	0.0%	+5.85%	27
Kestra Advisory Services, LLC	Increased	15,352(+1.7%)	$409,297	0.0%	+22.22%	24
TRUIST FINANCIAL CORP	Decreased	14,327(-1.9%)	$381,950	0.0%	+20.51%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	13,147(-2.4%)	$353,260	0.0%	+12.67%	0
JANE STREET GROUP, LLC	New	11,798	$314,535	0.0%	+1.28%	36

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HEGDLISTED FDS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer