Who Owns Swan Hedged Equity US Large Cap ETF (HEGD)?Hedge Fund & Institutional Holders

$24.95-0.07 (-0.30%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.811370896394414e+185T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$21.21$22.30$23.40$24.49$25.59Aug 24Jun 25Mar 26

HEGD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+3.9M+$98.1M
Legacy CG, LLCNew Position+672K+$16.9M
Vantage Financial Partners, LLCNew Position+478K+$12.0M
FRANKLIN RESOURCES INCNew Position+514K+$12.0M
RETIREMENT GUYS FORMULA LLCNew Position+299K+$7.5M
LAUREL OAK WEALTH MANAGEMENT, LLCNew Position+223K+$5.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+141K+$3.0M
PRIVATE TRUST CO NANew Position+49K+$1.2M
SENTINEL PENSION ADVISORS, LLCNew Position+49K+$1.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+76K+$1.0M
CHILTON CAPITAL MANAGEMENT LLCNew Position+39K+$981K
INTEGRITY ALLIANCE, LLC.New Position+36K+$904K
RIVERCHASE WEALTH MANAGEMENT, LLCNew Position+33K+$826K
GRANITE ISLANDS PRIVATE WEALTH, LLCNew Position+31K+$790K
Csenge Advisory GroupNew Position+31K+$789K

HEGD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Marshall & Sterling Wealth Advisors Inc.Decreased-14K-$4.0B
Orion Porfolio Solutions, LLCDecreased-20-$2.1B
Camarda Financial Advisors, LLCDecreased-4K-$1.4B
Kingsview Wealth Management, LLCDecreased-2K-$1.2B
Barnes Wealth Management Group, IncClosed Position-38K-$938.4M
CreativeOne Wealth, LLCDecreased-1K-$758.8M
Prosperity Financial Group, Inc.Decreased-506-$370.9M
CITADEL ADVISORS LLCClosed Position-13K-$325.8M
Vise Technologies, Inc.Decreased-2K-$288.0M
Equitable Holdings, Inc.Decreased-2K-$274.8M
JOURNEY STRATEGIC WEALTH LLCDecreased-51-$221.3M
Colonial Trust Co / SCDecreased-2K-$202.7M
Park Square Financial Group, LLCDecreased-158-$149.0M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-100-$129.4M
Icon Wealth Advisors, LLCClosed Position-5K-$125.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CWM, LLC3,891,846$98.1M0.27%Share
2Swan Global Investments, LLC2,812,238$70.9M2.10%Share
3Blueprint Investment Partners LLC1,564,536$39.4M4.22%Share
4NewEdge Advisors, LLC1,579,194$39.0M0.14%Share
5LPL Financial LLC1,277,864$32.0M0.01%Share
6Blueprint Financial Advisors LLC733,927$18.5M2.82%Share
7Legacy CG, LLC671,970$16.9M4.74%Share
8Avior Wealth Management, LLC564,734$14.2M0.44%Share
9Financial Designs Corp546,153$13.8M7.80%Share
10Vantage Financial Partners, LLC477,957$12.0M2.45%Share
11Beacon Pointe Advisors, LLC493,147$12.0M0.08%Share
12FRANKLIN RESOURCES INC513,742$12.0M0.00%Share
13MY Wealth Management Inc.384,483$9.7M8.45%Share
14RAYMOND JAMES FINANCIAL INC394,869$9.0M0.00%Share
15Spartan Planning & Wealth Management351,213$8.9M6.53%Share
16Ausdal Financial Partners, Inc.301,982$7.6M0.35%Share
17RETIREMENT GUYS FORMULA LLC298,681$7.5M3.43%Share
18Atria Investments, Inc303,350$7.0M0.08%Share
19Cambridge Investment Research Advisors, Inc.240,529$6.0M0.02%Share
20LAUREL OAK WEALTH MANAGEMENT, LLC223,090$5.6M0.95%Share
21Marshall & Sterling Wealth Advisors Inc.148,869$3.8M2.48%Share
22ENVESTNET ASSET MANAGEMENT INC140,659$3.0M0.00%Share
23LaSalle St. Investment Advisors, LLC105,563$2.7M0.43%Share
24STIFEL FINANCIAL CORP117,937$2.0M0.00%Share
25Orion Porfolio Solutions, LLC84,314$2.0M0.01%Share
26Camarda Financial Advisors, LLC52,644$1.3M0.51%Share
27PRIVATE TRUST CO NA49,153$1.2M0.11%Share
28SENTINEL PENSION ADVISORS, LLC48,837$1.2M0.19%Share
29Ausdal Financial Partners, Inc.45,761$1.2M0.05%Share
30Kingsview Wealth Management, LLC45,348$1.0M0.01%Share
31COMMONWEALTH EQUITY SERVICES, LLC76,168$1.0M0.00%Share
32Private Advisor Group, LLC42,774$1.0M0.00%Share
33Baird Financial Group, Inc.76,166$1.0M0.00%Share
34CHILTON CAPITAL MANAGEMENT LLC38,929$981K0.03%Share
35INTEGRITY ALLIANCE, LLC.35,860$904K0.03%Share
36RIVERCHASE WEALTH MANAGEMENT, LLC32,787$826K0.45%Share
37GRANITE ISLANDS PRIVATE WEALTH, LLC31,341$790K0.73%Share
38Csenge Advisory Group31,322$789K0.04%Share
39J.W. COLE ADVISORS, INC.28,907$728K0.02%Share
40SIGNATURE ESTATE & INVESTMENT ADVISORS LLC27,974$705K0.01%Share
41WORLD EQUITY GROUP, INC.22,062$556K0.16%Share
42WCG Wealth Advisors LLC17,607$443K0.01%Share
43Advisor Resource Council14,467$364K0.13%Share
44Prosperity Financial Group, Inc.14,391$362K0.13%Share
45EverSource Wealth Advisors, LLC14,327$361K0.01%Share
46TRUIST FINANCIAL CORP13,975$352K0.00%Share
47Syntegra Private Wealth Group, LLC10,390$261K0.02%Share
48Empire Financial Management Company, LLC9,933$250K0.05%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,853$250K0.00%Share
50MOSAIC FAMILY WEALTH PARTNERS, LLC9,109$229K0.03%Share

HEGD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$472.4M+28
Q3 202550$273.4B-8
Q2 202558$278.4B-11
Q1 202569$235.4B+14
Q4 202455$14.6T+20
Q3 202435$124.6T-1
Q2 202436$106.9T+9
Q1 202427$102.9T—

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As of Q4 2025, 50 institutional investors hold HEGD (Swan Hedged Equity US Large Cap ETF). The largest holder is CWM, LLC with $98.1M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HEGD?

As of Q4 2025, 50 institutional investors report holding HEGD (Swan Hedged Equity US Large Cap ETF) in their 13F filings.

Who is the largest institutional holder of HEGD?

The largest institutional holder of HEGD is CWM, LLC with $98.1M in shares.

Is institutional ownership of HEGD increasing or decreasing?

This quarter, 15 institutions opened new positions in HEGD and 3 closed their positions.