Who owns HEGD?
Swan Hedged Equity US Large Cap ETF · Swan
84 institutions reported holding HEGD, worth $521.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEGD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Taylor Securities Services, Inc. | Harrisburg, PA | $62.9M | 2,360,663 | +203,739 shares |
| Blueprint Investment Partners LLC | Greensboro, NC | $44.2M | 1,658,700 | +101,890 shares |
| Swan Global Investments, LLC | Durango, CO | $41.8M | 1,569,429 | −22,752 shares |
| LPL Financial LLC | Fort Mill, SC | $40.5M | 1,518,861 | +106,261 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $37.3M | 1,397,996 | +405,676 shares |
| Blueprint Financial Advisors LLC | Greensboto, NC | $22.8M | 857,002 | +92,103 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $22.5M | 845,273 | −11,416 shares |
| Legacy CG, LLC | Plano, TX | $20.0M | 751,283 | +64,571 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $17.3M | 650,777 | +57,625 shares |
| Laurel Oak Wealth Management, LLC | Marlton, NJ | $16.8M | 630,722 | +142,243 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HEGD?
84 institutional managers reported holding HEGD in Form 13F filings for June 30, 2026, worth $521.5M in total. The largest reported position was held by Taylor Securities Services, Inc., at $62.9M.
Did institutions buy or sell HEGD last quarter?
Reported 13F value rose 28.6% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HEGD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.