SWAN HEDGED EQUITY US LG CAP (HEGD) Institutional Shareholders
SWAN HEDGED EQUITY US LG CAP (HEGD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $528.83M in HEGD holdings during the latest filing period.
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 $122.05M, representing an estimated gain of +7.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed HEGD value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Taylor Securities Services, Inc., Swan Global Investments, 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
77
Total Reported Value
$528.83M
Largest Holder
Cwm, Llc
Largest Position
$113.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $122,046,286 | +$8,760,184 | +7.73% | |
| Taylor Securities Services, Inc. | 24.87% | 2,156,924 | $53,276,022 | $57,395,748 | +$4,119,726 | +7.73% | |
| Swan Global Investments, Llc | 2.11% | 1,592,181 | $39,326,871 | $42,367,936 | +$3,041,065 | +7.73% | |
| Blueprint Investment Partners Llc | 3.92% | 1,556,810 | $38,453,213 | $41,426,714 | +$2,973,501 | +7.73% | |
| Lpl Financial Llc | 0.01% | 1,412,600 | $34,891,225 | $37,589,286 | +$2,698,061 | +7.73% | |
| Envestnet Asset Management Inc | 0.01% | 856,689 | $21,160,230 | $22,796,494 | +$1,636,264 | +7.73% | |
| Legacy Cg, Llc | 5.13% | 751,283 | $20,029,205 | $19,991,641 | -$37,564 | -0.19% | |
| Blueprint Financial Advisors Llc | 2.80% | 764,899 | $18,892,999 | $20,353,962 | +$1,460,963 | +7.73% | |
| O'Shaughnessy Asset Management, Llc | 0.09% | 726,168 | $17,936,350 | $19,323,330 | +$1,386,980 | +7.73% | |
| Laurel Oak Wealth Management, Llc | 2.45% | 630,722 | $16,815,036 | $16,783,512 | -$31,524 | -0.19% | |
| Financial Designs Corp | 8.68% | 607,632 | $16,199,469 | $16,169,088 | -$30,381 | -0.19% | |
| Beacon Pointe Advisors, Llc | 0.08% | 593,152 | $14,650,864 | $15,783,775 | +$1,132,911 | +7.73% | |
| Avior Wealth Management, Llc | 0.37% | 533,624 | $14,226,413 | $14,199,735 | -$26,678 | -0.19% | |
| Raymond James Financial Inc | 0.00% | 457,150 | $11,291,605 | $12,164,762 | +$873,157 | +7.73% | |
| Newedge Advisors, Llc | 0.52% | 992,320 | $11,262,771 | $26,405,635 | +$15,142,864 | +134.45% | |
| Ausdal Financial Partners, Inc. | 0.41% | 369,577 | $9,128,552 | $9,834,444 | +$705,892 | +7.73% | |
| Atria Investments, Inc | 0.09% | 331,070 | $8,826,326 | $8,809,773 | -$16,553 | -0.19% | |
| Spartan Planning & Wealth Management | 5.48% | 308,649 | $8,228,582 | $8,213,150 | -$15,432 | -0.19% | |
| Retirement Guys Formula Llc | 2.96% | 294,582 | $7,853,557 | $7,838,827 | -$14,730 | -0.19% | |
| Inspire Advisors, Llc | 0.47% | 231,966 | $5,729,571 | $6,172,615 | +$443,044 | +7.73% | |
| J.W. Cole Advisors, Inc. | 0.10% | 212,929 | $5,676,686 | $5,666,041 | -$10,645 | -0.19% | |
| Marshall & Sterling Wealth Advisors Inc. | 2.99% | 189,652 | $5,056,130 | $5,046,640 | -$9,490 | -0.19% | |
| Stifel Financial Corp | 0.00% | 134,851 | $3,330,829 | $3,588,385 | +$257,556 | +7.73% | |
| World Equity Group, Inc. | 0.61% | 102,912 | $2,743,638 | $2,738,488 | -$5,150 | -0.19% | |
| Lasalle St. Investment Advisors, Llc | 0.37% | 107,088 | $2,645,096 | $2,849,612 | +$204,516 | +7.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 85,690 | $2,284,503 | $2,280,211 | -$4,292 | -0.19% | |
| Sentinel Pension Advisors, Llc | 0.27% | 76,700 | $2,041,754 | $2,040,987 | -$767 | -0.04% | |
| Baird Financial Group, Inc. | 0.00% | 76,110 | $1,879,917 | $2,025,287 | +$145,370 | +7.73% | |
| Barnes Wealth Management Group, Inc | 0.72% | 58,135 | $1,549,901 | $1,546,972 | -$2,929 | -0.19% | |
| Independent Advisor Alliance | 0.01% | 55,323 | $1,366,469 | $1,472,145 | +$105,676 | +7.73% | |
| Camarda Financial Advisors, Llc | 0.67% | 51,707 | $1,277,163 | $1,375,923 | +$98,760 | +7.73% | |
| Private Advisor Group, Llc | 0.01% | 42,611 | $1,136,014 | $1,133,879 | -$2,135 | -0.19% | |
| Kingsview Wealth Management, Llc | 0.02% | 44,735 | $1,104,955 | $1,190,398 | +$85,443 | +7.73% | |
| Integrity Alliance, Llc. | 0.03% | 40,570 | $1,081,596 | $1,079,568 | -$2,028 | -0.19% | |
| Chilton Capital Management Llc | 0.04% | 40,693 | $1,005,118 | $1,082,841 | +$77,723 | +7.73% | |
| Riverchase Wealth Management, Llc | 0.43% | 34,233 | $912,652 | $910,940 | -$1,712 | -0.19% | |
| Mml Investors Services, Llc | 0.00% | 35,283 | $871,491 | $938,881 | +$67,390 | +7.73% | |
| Regal Investment Advisors Llc | 0.04% | 30,476 | $752,758 | $810,966 | +$58,208 | +7.73% | |
| Momentum Wealth Planning, Llc | 0.65% | 29,207 | $721,413 | $777,198 | +$55,785 | +7.73% | |
| Creativeone Wealth, Llc | 0.02% | 28,769 | $710,594 | $765,543 | +$54,949 | +7.73% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 26,406 | $703,984 | $702,664 | -$1,320 | -0.19% | |
| Cetera Investment Advisers | 0.00% | 26,085 | $644,307 | $694,122 | +$49,815 | +7.73% | |
| Mutual Advisors, Llc | 0.01% | 22,309 | $551,032 | $593,642 | +$42,610 | +7.73% | |
| Integrated Wealth Concepts Llc | 0.00% | 20,995 | $518,570 | $558,677 | +$40,107 | +7.73% | |
| Bank Of America Corp | 0.00% | 19,572 | $483,428 | $520,811 | +$37,383 | +7.73% | |
| Granite Islands Private Wealth, Llc | 0.35% | 17,958 | $478,760 | $477,862 | -$898 | -0.19% | |
| Wcg Wealth Advisors Llc | 0.01% | 18,009 | $444,822 | $479,219 | +$34,397 | +7.73% | |
| Kestra Advisory Services, Llc | 0.00% | 15,352 | $409,297 | $408,517 | -$780 | -0.19% | |
| Truist Financial Corp | 0.00% | 14,327 | $381,950 | $381,241 | -$709 | -0.19% | |
| Prosperity Financial Group, Inc. | 0.11% | 13,476 | $359,270 | $358,596 | -$674 | -0.19% |
Frequently asked questions about HEGD
Who owns the most HEGD stock?
The largest holders of HEGD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SWAN HEDGED EQUITY US LG CAP (HEGD).
Is HEGD widely held by superinvestors?
Many widely followed stocks like HEGD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEGD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.