LISTED FDS TR

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HEGD·53656F599·US·etf·Unknown - Unknown

SWAN HEDGED EQTY

HEGD (LISTED FDS TR) is held by 24 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($34.9M), ENVESTNET ASSET MANAGEMENT INC ($21.2M), O'SHAUGHNESSY ASSET MANAGEMENT, LLC ($17.9M). Net institutional sentiment: Mixed.

24

Holders

Avg rating(4 Elite)

$124.2M

Total Value

52% (28)

Fund Consensus

13 buying - 12 selling

Smart Money Verdict

View all

47Weak MomentumSingle Source

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how HEGD's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

15

★★★★

Strong

7

★★★

Solid

2

★★

Below

0

★

Weak

Held by 24 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.4M(+10.5%)	$34.9M	0.0%	+18.95%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	856,689(+509.1%)	$21.2M	0.0%	+8.86%	46
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	726,168	$17.9M	0.1%	+5.10%	39
Beacon Pointe Advisors, LLC	Increased	593,152(+20.3%)	$14.7M	0.1%	+31.13%	33
RAYMOND JAMES FINANCIAL INC	Increased	457,150(+12.8%)	$11.3M	0.0%	+11.06%	31
NewEdge Advisors, LLC	Decreased	992,320(-37.2%)	$11.3M	0.5%	+15.14%	0
STIFEL FINANCIAL CORP	Increased	134,851(+14.3%)	$3.3M	0.0%	+19.24%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	88,302(+15.9%)	$2.2M	0.0%	+20.01%	30
Baird Financial Group, Inc.	Decreased	76,110(-0.1%)	$1.9M	0.0%	+27.14%	0
Private Advisor Group, LLC	Decreased	39,444(-7.8%)	$974,271	0.0%	+15.84%	0
MML INVESTORS SERVICES, LLC	Decreased	35,283(-4.1%)	$871,491	0.0%	+19.68%	0
Cetera Investment Advisers	New	26,085	$644,307	0.0%	+5.10%	34
IWIntegrated Wealth Concepts LLC	Increased	20,995(+44.9%)	$518,570	0.0%	+13.28%	33
BANK OF AMERICA CORP /DE/	New	19,572	$483,428	0.0%	+5.10%	37
Kestra Advisory Services, LLC	Decreased	15,096(-0.5%)	$372,883	0.0%	+20.65%	0
TRUIST FINANCIAL CORP	Increased	14,610(+4.5%)	$360,867	0.0%	+18.54%	25
HighTower Advisors, LLC	Unchanged	14,249	$351,950	0.0%	+4.73%	0
OSAIC HOLDINGS, INC.	Increased	13,909(+6.0%)	$343,567	0.0%	+13.65%	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	13,472(+36.7%)	$334,045	0.0%	+11.53%	31
Equitable Holdings, Inc.	Decreased	8,250(-12.6%)	$207,983	0.0%	+7.40%	0

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer