Who owns Swan Hedged Equity US Large Cap ETF?
Institutional ownership of HEGD from SEC Form 13F filings across 55 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
55
13F holders
$221.5M
value, 2026 filers
44.4%
of shares outstanding (8.9M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HEGD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.5M | $40.5M | 0.0% | 7.6% | +7.5% |
| 2 | NewEdge Advisors, LLC | 1.4M | $37.3M | 0.1% | 7% | +40.9% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 845,273 | $22.5M | 0.0% | 4.2% | -1.3% |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | 630,722 | $16.8M | 2.4% | 3.1% | +29.1% |
| 5 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 623,845 | $16.6M | 0.1% | 3.1% | -14.1% |
| 6 | Cambridge Investment Research Advisors, Inc. | 582,132 | $15,520 | 0.0% | 2.9% | +107.3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 488,134 | $13.0M | 0.0% | 2.4% | +6.8% |
| 8 | Ausdal Financial Partners, Inc. | 376,676 | $10.0M | 0.4% | 1.9% | +1.9% |
| 9 | Atria Investments, Inc | 331,070 | $8.8M | 0.1% | 1.7% | +3.2% |
| 10 | Inspire Advisors, LLC | 282,321 | $7.5M | 0.5% | 1.4% | +21.7% |
| 11 | Ethos Financial Group, LLCNEW | 267,815 | $7.0M | 0.5% | 1.3% | new |
| 12 | J.W. COLE ADVISORS, INC. | 212,929 | $5.7M | 0.1% | 1.1% | +23.5% |
| 13 | Marshall & Sterling Wealth Advisors Inc. | 189,652 | $5.1M | 3.0% | 0.9% | +25.0% |
| 14 | STIFEL FINANCIAL CORP | 152,252 | $4.1M | 0.0% | 0.8% | +12.9% |
| 15 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 126,259 | $3.4M | 0.2% | 0.6% | +1286.1% |
| 16 | WORLD EQUITY GROUP, INC. | 102,912 | $2.7M | 0.6% | 0.5% | +200.1% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 85,690 | $2.3M | 0.0% | 0.4% | -3.0% |
| 18 | Thompson David BlairNEW | 82,627 | $2.2M | 1.1% | 0.4% | new |
| 19 | Integrated Wealth Concepts LLC | 44,190 | $1.2M | 0.0% | 0.2% | +110.5% |
| 20 | Baird Financial Group, Inc. | 41,690 | $1.1M | 0.0% | 0.2% | -45.2% |
| 21 | INTEGRITY ALLIANCE, LLC. | 40,570 | $1.1M | 0.0% | 0.2% | +0.1% |
| 22 | CHILTON CAPITAL MANAGEMENT LLC | 38,060 | $1.0M | 0.0% | 0.2% | -6.5% |
| 23 | Regal Investment Advisors LLC | 35,188 | $938,113 | 0.0% | 0.2% | +15.5% |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | 34,233 | $912,652 | 0.4% | 0.2% | +4.4% |
| 25 | OLD MISSION CAPITAL LLCNEW | 31,820 | $848,321 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.