LISTED FDS TR (HEGD) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling HEGD?

In Q1 2026, 13 institutions opened or increased positions in LISTED FDS TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HEGD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LISTED FDS TR.

How many hedge funds hold HEGD?

24 institutional investors report holding LISTED FDS TR (HEGD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HEGD?

As of Q1 2026, tracked institutions in LISTED FDS TR show 13 buyers versus 12 sellers — net inflows.

LISTED FDS TR

HEGD·53656F599·US·ETF·Unknown - Unknown

Holders

(13 Elite)

$147.7M

Total Value

52% (25)

Consensus

13 buying - 12 selling

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

No verdict yet — fewer than 2 funds hold HEGD.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.4M(+10.5%)	$34.9M	0.0%	+20.34%	32
NewEdge Advisors, LLC	Decreased	1.4M(-10.8%)	$34.8M	0.1%	+16.49%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	856,689(+509.1%)	$21.2M	0.0%	+10.13%	46
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	726,168	$17.9M	0.1%	+6.33%	39
Beacon Pointe Advisors, LLC	Increased	593,152(+20.3%)	$14.7M	0.1%	+32.66%	33
RAYMOND JAMES FINANCIAL INC	Increased	457,150(+12.8%)	$11.3M	0.0%	+12.36%	31
STIFEL FINANCIAL CORP	Increased	134,851(+14.3%)	$3.3M	0.0%	+20.63%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	88,302(+15.9%)	$2.2M	0.0%	+21.41%	30
Baird Financial Group, Inc.	Decreased	76,110(-0.1%)	$1.9M	0.0%	+28.62%	0
Private Advisor Group, LLC	Decreased	39,444(-7.8%)	$974,271	0.0%	+17.20%	0
MML INVESTORS SERVICES, LLC	Decreased	35,283(-4.1%)	$871,491	0.0%	+21.08%	0
Cetera Investment Advisers	New	26,085	$644,307	0.0%	+6.33%	34
IWIntegrated Wealth Concepts LLC	Increased	20,995(+44.9%)	$518,570	0.0%	+14.60%	33
BANK OF AMERICA CORP /DE/	New	19,572	$483,428	0.0%	+6.33%	37
Kestra Advisory Services, LLC	Decreased	15,096(-0.5%)	$372,883	0.0%	+22.06%	0
TRUIST FINANCIAL CORP	Increased	14,610(+4.5%)	$360,867	0.0%	+19.93%	25
HighTower Advisors, LLC	Unchanged	14,249	$351,950	0.0%	+5.95%	0
OSAIC HOLDINGS, INC.	Increased	13,909(+6.0%)	$343,567	0.0%	+14.98%	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	13,472(+36.7%)	$334,045	0.0%	+12.83%	31
Equitable Holdings, Inc.	Decreased	8,250(-12.6%)	$207,983	0.0%	+8.65%	0