SWAN HEDGED EQUITY US LG CAP (HEGD) Top 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 $514.76M 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.

The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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

79

Total Reported Value

$514.76M

Largest Holder

Cwm, Llc

Largest Position

$113.29M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

90

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Cwm, Llc0.30%4,586,482$113,286,102———
Taylor Securities Services, Inc.24.87%2,156,924$53,276,022———
Swan Global Investments, Llc2.11%1,592,181$39,326,871———
Blueprint Investment Partners Llc3.92%1,556,810$38,453,213———
Lpl Financial Llc0.01%1,412,600$34,891,225———
Envestnet Asset Management Inc0.01%856,689$21,160,230———
Blueprint Financial Advisors Llc2.80%764,899$18,892,999———
O'Shaughnessy Asset Management, Llc0.09%726,168$17,936,350———
Legacy Cg, Llc4.71%686,712$16,961,786———
Beacon Pointe Advisors, Llc0.08%593,152$14,650,864———
Avior Wealth Management, Llc0.37%533,624$14,226,413———
Financial Designs Corp7.51%546,342$13,494,647———
Laurel Oak Wealth Management, Llc2.03%488,479$12,065,420———
Raymond James Financial Inc0.00%457,150$11,291,605———
Newedge Advisors, Llc0.52%992,320$11,262,771———
Ausdal Financial Partners, Inc.0.41%369,577$9,128,552———
Atria Investments, Inc0.09%320,914$7,926,576———
Spartan Planning & Wealth Management5.39%294,970$7,285,761———
Retirement Guys Formula Llc3.28%289,135$7,141,640———
Inspire Advisors, Llc0.47%231,966$5,729,571———
J.W. Cole Advisors, Inc.0.14%172,348$4,256,992———
Marshall & Sterling Wealth Advisors Inc.2.45%151,741$3,748,009———
Stifel Financial Corp0.00%134,851$3,330,829———
World Equity Group, Inc.0.61%102,912$2,743,638———
Lasalle St. Investment Advisors, Llc0.37%107,088$2,645,096———
Commonwealth Equity Services, Llc0.00%88,302$2,181,047———
Vista Investment Partners Ii, Llc0.87%78,139$1,930,033———
Baird Financial Group, Inc.0.00%76,110$1,879,917———
Sentinel Pension Advisors, Llc0.25%68,719$1,697,359———
Independent Advisor Alliance0.01%55,323$1,366,469———
Barnes Wealth Management Group, Inc0.67%53,448$1,320,186———
Camarda Financial Advisors, Llc0.67%51,707$1,277,163———
Independent Financial Group, Llc0.01%67,083$1,174,460———
Kingsview Wealth Management, Llc0.02%44,735$1,104,955———
Chilton Capital Management Llc0.04%40,693$1,005,118———
Integrity Alliance, Llc.0.04%40,514$1,000,696———
Private Advisor Group, Llc0.00%39,444$974,271———
Mml Investors Services, Llc0.00%35,283$871,491———
Riverchase Wealth Management, Llc0.42%32,787$809,839———
Regal Investment Advisors Llc0.04%30,476$752,758———
Momentum Wealth Planning, Llc0.65%29,207$721,413———
Creativeone Wealth, Llc0.02%28,769$710,594———
Signature Estate & Investment Advisors Llc0.01%26,554$655,884———
Cetera Investment Advisers0.00%26,085$644,307———
Mutual Advisors, Llc0.01%22,309$551,032———
Integrated Wealth Concepts Llc0.00%20,995$518,570———
Bank Of America Corp0.00%19,572$483,428———
Wcg Wealth Advisors Llc0.01%18,009$444,822———
Granite Islands Private Wealth, Llc0.41%17,958$443,563———
Kestra Advisory Services, Llc0.00%15,096$372,883———

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.

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