Institutional Ownership Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information about the institutional ownership of Listed Fds Tr Swan Hedged Equi (HEGD). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
53,744
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
42,315
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,787
shares
|
$981,943
0.02% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
37,870
shares
|
$934,631
0.53% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
35,333
shares
|
$872,018
0.0% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
34,002
shares
|
$839,169
0.03% of portfolio
|
Q4 2024
Reduced 31.33%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
33,417
shares
|
$824,731
0.5% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
31,611
shares
|
$780,159
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
30,798
shares
|
$760,094
0.02% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,813
shares
|
$612,384
0.0% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,378
shares
|
$576,969
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
22,453
shares
|
$554,140
0.02% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
20,000
shares
|
$493,600
0.21% of portfolio
|
Q3 2023
Reduced 69.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
19,661
shares
|
$485,233
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,751
shares
|
$413,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,333
shares
|
$403,098
0.0% of portfolio
|
Q2 2025
Reduced 80.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,631
shares
|
$385,773
0.0% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
15,499
shares
|
$382,515
0.15% of portfolio
|
Q2 2025
Added 58.2%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,851
shares
|
$366,522
0.0% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
13,344
shares
|
$329,329
0.0% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,553
shares
|
$309,808
0.09% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,556
shares
|
$285,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,556
shares
|
$285,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
11,001
shares
|
$271,504
0.03% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,424
shares
|
$232,584
0.01% of portfolio
|
Q2 2025
New holding
|