HEGD Institutional Ownership & Shareholders
SWAN HEDGED EQUITY US LG CAP (HEGD) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $630.50M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of HEGD tracked by InsiderSet, reporting ownership valued at approximately $113.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $122.23M, representing an estimated gain of +7.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed HEGD value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Taylor Securities Services, Inc., Blueprint Investment Partners Llc, and several other long-term asset managers with concentrated positions in SWAN HEDGED EQUITY US LG CAP (HEGD).
This page ranks the largest institutional HEGD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$630.50M
Largest Holder
Cwm, Llc
Largest Position
$113.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.30% | 4,586,482 | $113,286,102 | $122,229,745 | +$8,943,643 | +7.89% | |
| Taylor Securities Services, Inc. | 30.09% | 2,805,568 | $75,357,558 | $74,768,387 | -$589,171 | -0.78% | |
| Blueprint Investment Partners Llc | 3.74% | 1,732,907 | $46,545,879 | $46,181,972 | -$363,907 | -0.78% | |
| Swan Global Investments, Llc | 1.91% | 1,569,429 | $41,840,977 | $41,825,283 | -$15,694 | -0.04% | |
| Lpl Financial Llc | 0.01% | 1,518,861 | $40,492,840 | $40,477,646 | -$15,194 | -0.04% | |
| Newedge Advisors, Llc | 0.11% | 1,397,996 | $37,270,563 | $37,256,593 | -$13,970 | -0.04% | |
| Blueprint Financial Advisors Llc | 2.55% | 889,770 | $23,899,226 | $23,712,371 | -$186,856 | -0.78% | |
| Envestnet Asset Management Inc | 0.01% | 845,273 | $22,534,983 | $22,526,525 | -$8,458 | -0.04% | |
| Legacy Cg, Llc | 5.30% | 782,331 | $21,013,411 | $20,849,121 | -$164,290 | -0.78% | |
| Laurel Oak Wealth Management, Llc | 2.55% | 675,216 | $18,136,311 | $17,994,506 | -$141,805 | -0.78% | |
| Beacon Pointe Advisors, Llc | 0.08% | 650,777 | $17,349,712 | $17,343,207 | -$6,505 | -0.04% | |
| O'Shaughnessy Asset Management, Llc | 0.08% | 623,845 | $16,631,708 | $16,625,469 | -$6,239 | -0.04% | |
| Financial Designs Corp | 8.52% | 615,923 | $16,543,692 | $16,414,348 | -$129,344 | -0.78% | |
| Avior Wealth Management, Llc | 0.39% | 543,365 | $14,594,782 | $14,480,677 | -$114,105 | -0.78% | |
| Raymond James Financial Inc | 0.00% | 488,134 | $13,013,653 | $13,008,771 | -$4,882 | -0.04% | |
| Ausdal Financial Partners, Inc. | 0.39% | 376,676 | $10,042,182 | $10,038,415 | -$3,767 | -0.04% | |
| Atria Investments, Inc | 0.09% | 363,057 | $9,751,711 | $9,675,469 | -$76,242 | -0.78% | |
| Spartan Planning & Wealth Management | 5.50% | 314,431 | $8,445,609 | $8,379,586 | -$66,023 | -0.78% | |
| Retirement Guys Formula Llc | 2.85% | 285,422 | $7,666,436 | $7,606,496 | -$59,940 | -0.78% | |
| Inspire Advisors, Llc | 0.52% | 282,321 | $7,526,679 | $7,523,855 | -$2,824 | -0.04% | |
| My Wealth Management Inc. | 5.27% | 268,572 | $7,213,839 | $7,157,444 | -$56,395 | -0.78% | |
| Ethos Financial Group, Llc | 0.47% | 267,815 | $7,024,787 | $7,137,270 | +$112,483 | +1.60% | |
| J.W. Cole Advisors, Inc. | 0.10% | 212,929 | $5,676,686 | $5,674,558 | -$2,128 | -0.04% | |
| Marshall & Sterling Wealth Advisors Inc. | 3.15% | 204,894 | $5,503,450 | $5,460,425 | -$43,025 | -0.78% | |
| Stifel Financial Corp | 0.00% | 152,252 | $4,059,044 | $4,057,516 | -$1,528 | -0.04% | |
| Aqr Capital Management Llc | 0.00% | 134,801 | $3,593,795 | $3,592,447 | -$1,348 | -0.04% | |
| Mosaic Family Wealth Partners, Llc | 0.23% | 126,259 | $3,365,949 | $3,364,802 | -$1,147 | -0.03% | |
| Lasalle St. Investment Advisors, Llc | 0.35% | 107,561 | $2,867,582 | $2,866,501 | -$1,081 | -0.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 85,690 | $2,284,503 | $2,283,639 | -$865 | -0.04% | |
| Sentinel Pension Advisors, Llc | 0.27% | 76,700 | $2,041,754 | $2,044,055 | +$2,301 | +0.11% | |
| Barnes Wealth Management Group, Inc | 0.72% | 58,135 | $1,549,901 | $1,549,298 | -$603 | -0.04% | |
| Camarda Financial Advisors, Llc | 0.44% | 54,228 | $1,445,718 | $1,445,176 | -$542 | -0.04% | |
| Integrity Alliance, Llc. | 0.04% | 47,833 | $1,284,794 | $1,274,749 | -$10,045 | -0.78% | |
| Vise Technologies, Inc. | 0.01% | 44,247 | $1,188,474 | $1,179,183 | -$9,291 | -0.78% | |
| Kingsview Wealth Management, Llc | 0.01% | 43,526 | $1,160,403 | $1,159,968 | -$435 | -0.04% | |
| Private Advisor Group, Llc | 0.01% | 42,611 | $1,136,014 | $1,135,583 | -$431 | -0.04% | |
| Baird Financial Group, Inc. | 0.00% | 41,690 | $1,111,455 | $1,111,039 | -$417 | -0.04% | |
| Chilton Capital Management Llc | 0.03% | 36,214 | $972,709 | $965,103 | -$7,606 | -0.78% | |
| Riverchase Wealth Management, Llc | 0.46% | 35,228 | $946,219 | $938,826 | -$7,393 | -0.78% | |
| Regal Investment Advisors Llc | 0.05% | 35,188 | $938,113 | $937,760 | -$353 | -0.04% | |
| Old Mission Capital Llc | 0.02% | 31,820 | $848,321 | $848,003 | -$318 | -0.04% | |
| Gateway Investment Advisers Llc | 0.01% | 31,325 | $841,390 | $834,811 | -$6,579 | -0.78% | |
| Cetera Investment Advisers | 0.00% | 29,136 | $776,773 | $776,474 | -$299 | -0.04% | |
| Momentum Wealth Planning, Llc | 0.58% | 29,107 | $775,993 | $775,702 | -$291 | -0.04% | |
| Osaic Holdings, Inc. | 0.00% | 28,303 | $754,568 | $754,275 | -$293 | -0.04% | |
| Mml Investors Services, Llc | 0.00% | 26,015 | $693,550 | $693,300 | -$250 | -0.04% | |
| Creativeone Wealth, Llc | 0.01% | 23,385 | $623,444 | $623,210 | -$234 | -0.04% | |
| Integrated Wealth Concepts Llc | 0.00% | 22,384 | $596,751 | $596,534 | -$217 | -0.04% | |
| Mutual Advisors, Llc | 0.01% | 21,809 | $581,428 | $581,210 | -$218 | -0.04% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 19,118 | $513,509 | $509,495 | -$4,014 | -0.78% |
Frequently asked questions about HEGD
Who are the largest institutional holders of HEGD?
The largest institutional holders of HEGD reported in the latest SEC Form 13F filings include Cwm, Llc, Taylor Securities Services, Inc., Blueprint Investment Partners Llc, Swan Global Investments, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported HEGD position.
What is HEGD institutional ownership?
This page tracks HEGD positions reported by institutional investment managers through SEC Form 13F. SWAN HEDGED EQUITY US LG CAP (HEGD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEGD?
InsiderSet currently tracks 83 institutional managers reporting HEGD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEGD shareholders.
How much HEGD stock do institutions own?
Institutional investment managers disclosed approximately $630.50M in HEGD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEGD institutional ownership last updated?
The latest HEGD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HEGD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEGD position after the reporting date.
Are institutions buying or selling HEGD?
Institutional buying and selling can be analyzed by comparing HEGD positions across consecutive 13F reporting periods. InsiderSet's HEGD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEGD ownership changes.
How has HEGD institutional ownership changed over time?
InsiderSet tracks HEGD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.