Listed Fds Tr Swan Hedged Equi HEGD
Institutional shares held
9.09 Million
0
calls
0
puts
Total value of holdings
$209M
$0
calls
$0
puts
# of Institutions
47
We take great care to ensure that the data presented and summarized in this overview for LISTED FDS TR SWAN HEDGED EQUI is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HEGD
View all-
Swan Global Investments, LLC Durango, CO2.72MShares$62.1 Million2.99% of portfolio
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Cwm, LLC1.39MShares$31.9 Million0.13% of portfolio
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Envestnet Asset Management Inc922KShares$21.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC888KShares$20.3 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA488KShares$11.2 Million0.07% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA478KShares$10.9 Million0.12% of portfolio
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE445KShares$10.2 Million0.38% of portfolio
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Retirement Guys Formula LLC329KShares$7.52 Million3.93% of portfolio
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Atria Investments LLC Charlotte, NC247KShares$5.65 Million0.07% of portfolio
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Spartan Planning & Wealth Management Greensboro, NC200KShares$4.58 Million4.25% of portfolio