Institutional shares held 14.4 Million
0 calls
0 puts
Total value of holdings $346M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in HEGD

Top Purchases

Q2 2025
New Edge Advisors, LLC Shares Held: 1.17M ($28.2M)
Q2 2025
Blueprint Investment Partners LLC Shares Held: 1.27M ($30.5M)
Q2 2025
Blueprint Financial Advisors LLC Shares Held: 453K ($10.9M)
Q2 2025
Cwm, LLC Shares Held: 1.77M ($42.5M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.34M ($32.1M)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.3K ($392K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 39.8K ($954K)
Q2 2025
Lpl Financial LLC Shares Held: 955K ($22.9M)
Q2 2025
Swan Global Investments, LLC Shares Held: 2.77M ($66.4M)
Q2 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 457K ($11M)

About HEGD

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