SWAN HEDGED EQUITY US LG CAP (HEGD) Institutional Ownership and Insiders Activity
SWAN HEDGED EQUITY US LG CAP (HEGD) is widely held by institutional investors, with 82 firms reporting positions valued at approximately $615.94M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is the largest disclosed holder, reporting approximately $113.29M in HEGD holdings in its latest filing.
Institutional Holders
82
Total Reported Value
$615.94M
Largest Holder
Cwm, Llc
Largest Position
$113.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Cwm, Llc$113.29M
- Taylor Securities Services, Inc.$62.94M
- Blueprint Investment Partners Llc$44.22M
- Swan Global Investments, Llc$41.84M
- Lpl Financial Llc$40.49M
HEGD News
All news- My Wealth Management Inc.'s Q2 2026 Portfolio Activity
Aug 10, 2026 · valut.ai
- Spartan Planning & Wealth Management Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Jul 26, 2026 · valut.ai
- Financial Designs Corp Q2 2026 Portfolio Activity Analysis
Jul 13, 2026 · valut.ai