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Swan Hedged Equity US Large Cap ETF (HEGD) Institutional Ownership

Swan Hedged Equity US Large Cap ETF logo
$26.69 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Swan Hedged Equity US Large Cap ETF (BATS:HEGD)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$8.04M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.46M
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HEGD Institutional Buying and Selling by Quarter

Swan Hedged Equity US Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 EverSource Wealth Advisors LLC18,446$456K0.0%+28.7%0.102%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.151,741$3.75M2.5%+1.9%0.836%
2/13/2026 Mosaic Family Wealth Partners LLC9,109$230K0.0%N/A0.050%
2/12/2026 Colonial Trust Co SC5,846$147K0.0%-28.4%0.032%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.148,869$3.75M2.5%-8.4%0.820%
2/6/2026 EverSource Wealth Advisors LLC14,327$361K0.0%+95.9%0.079%
2/3/2026Vantage Financial Partners LLC477,957$12.05M2.4%+3.5%2.632%
1/1/2026 JPMorgan Chase & Co.1,794$45K0.0%-97.1%0.010%
11/17/2025 NewEdge Advisors LLC1,341,774$33.44M0.2%+14.3%7.389%
11/17/2025 Integrated Wealth Concepts LLC14,233$355K0.0%+6.7%0.078%
11/10/2025 EverSource Wealth Advisors LLC7,312$182K0.0%-7.0%0.040%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.162,438$4.05M2.6%+1.4%0.894%
11/7/2025 JPMorgan Chase & Co.1,794$45K0.0%-97.1%0.010%
11/5/2025Vantage Financial Partners LLC461,871$11.51M2.4%+5.9%2.543%
8/13/2025 Baird Financial Group Inc.73,253$1.72M0.0%+60.5%0.403%
8/13/2025 EverSource Wealth Advisors LLC7,866$185K0.0%+27.3%0.043%
8/12/2025 JPMorgan Chase & Co.62,898$1.48M0.0%N/A0.346%
5/16/2025NewEdge Advisors LLC539,095$11.81M0.1%-2.2%3.105%
5/15/2025Baird Financial Group Inc.45,636$999K0.0%-11.5%0.263%
5/7/2025Vantage Financial Partners LLC399,357$8.75M2.2%+4.2%2.300%
5/1/2025Park Square Financial Group LLC5,886$129K0.1%-34.4%0.034%
2/28/2025Park Square Financial Group LLC8,975$201K0.1%N/A0.074%
2/17/2025Colonial Trust Co SC1,787$41K0.0%N/A0.015%
2/17/2025Baird Financial Group Inc.51,565$1.16M0.0%-11.3%0.427%
2/11/2025Runnymede Capital Advisors Inc.2,650$59K0.1%N/A0.022%
2/6/2025Vantage Financial Partners LLC383,328$8.59M2.1%N/A3.173%
1/27/2025Caitlin John LLC5,252$118K0.1%+73.3%0.043%
1/17/2025Avior Wealth Management LLC445,437$9.98M0.4%+9.2%3.687%
11/8/2024Avior Wealth Management LLC407,744$9.08M0.4%+49.0%3.375%
7/26/2024Cambridge Investment Research Advisors Inc.92,232$1.96M0.0%+12.2%0.764%
5/1/2024Avior Wealth Management LLC261,296$5.42M0.3%N/A2.192%
4/25/2024Cambridge Investment Research Advisors Inc.82,212$1.70M0.0%-7.4%0.690%
2/12/2024Parallel Advisors LLC4,620$90K0.0%-70.3%0.067%
2/9/2024Cambridge Investment Research Advisors Inc.88,829$1.73M0.0%-6.0%1.280%
1/10/2024Creative Financial Designs Inc. ADV20,034$391K0.0%-14.7%0.289%
10/24/2023Cambridge Investment Research Advisors Inc.94,476$1.71M0.0%-6.7%1.361%
8/4/2023Parallel Advisors LLC4,161$77K0.0%+40.4%0.060%
7/26/2023Creative Financial Designs Inc. ADV23,983$444K0.1%-7.0%0.347%
7/13/2023Cambridge Investment Research Advisors Inc.101,314$1.88M0.0%-19.6%1.464%
5/11/2023Cambridge Investment Research Advisors Inc.125,945$2.22M0.0%-17.6%1.817%
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4/25/2023Creative Financial Designs Inc. ADV25,783$454K0.1%-12.9%0.372%
4/12/2023Clearview Wealth Advisors LLC24,059$423K0.4%-5.4%0.347%
3/6/2023OLD Mission Capital LLC1,480$25K0.0%-89.2%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.152,769$2.62M0.0%-11.4%0.000%
2/6/2023Parallel Advisors LLC2,798$48K0.0%+408.7%0.000%
2/1/2023Creative Financial Designs Inc. ADV29,614$508K0.1%-7.2%0.000%
1/31/2023Clearview Wealth Advisors LLC25,445$437K0.3%-20.1%0.000%
11/14/2022OLD Mission Capital LLC13,673$230K0.0%N/A0.000%
11/1/2022Creative Financial Designs Inc. ADV31,901$537K0.1%-3.4%0.000%
10/18/2022Clearview Wealth Advisors LLC31,865$536K0.4%-7.2%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.172,377$2.90M0.0%+6.2%0.000%
8/8/2022Baird Financial Group Inc.61,886$1.06M0.0%N/A0.000%
8/5/2022Clearview Wealth Advisors LLC34,323$585K0.4%+5.8%0.000%
8/1/2022Parallel Advisors LLC6,050$103K0.0%+83.3%0.000%
8/1/2022Creative Financial Designs Inc. ADV33,029$563K0.1%+4.7%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.162,241$2.77M0.0%-10.9%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.182,100$3.41M0.0%+30.3%0.000%
4/29/2022Clearview Wealth Advisors LLC32,435$607K0.4%+1,051.0%0.000%
4/28/2022Parallel Advisors LLC3,300$62K0.0%-18.5%0.000%
4/15/2022Creative Financial Designs Inc. ADV31,553$590K0.1%+19.2%0.000%


HEGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of Swan Hedged Equity US Large Cap ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($33.44M), Vantage Financial Partners LLC ($12.05M), Avior Wealth Management LLC ($9.98M), Marshall & Sterling Wealth Advisors Inc. ($3.75M), Cambridge Investment Research Advisors Inc. ($1.96M), Baird Financial Group Inc. ($1.72M), and EverSource Wealth Advisors LLC ($456K).Learn more on Swan Hedged Equity US Large Cap ETF's institutional investors.

Of the 14 institutional investors that purchased Swan Hedged Equity US Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vantage Financial Partners LLC ($441.14K), Avior Wealth Management LLC ($171.72K), NewEdge Advisors LLC ($167.41K), JPMorgan Chase & Co. ($62.90K), Baird Financial Group Inc. ($27.62K), EverSource Wealth Advisors LLC ($12.82K), and Cambridge Investment Research Advisors Inc. ($10.02K).

Institutional investors have bought a total of 327,615 shares in the last 24 months. This purchase volume represents approximately $8.04M in transactions.

The following institutional investors have sold Swan Hedged Equity US Large Cap ETF stock in the last 24 months: JPMorgan Chase & Co. ($122.21K), Marshall & Sterling Wealth Advisors Inc. ($13.57K), Colonial Trust Co SC ($2.32K), and EverSource Wealth Advisors LLC ($554.00).

Institutional investors have sold a total of 138,651 shares in the last 24 months. This volume of shares sold represents approximately $3.46M in transactions.


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This page (BATS:HEGD) was last updated on 5/26/2026 by MarketBeat.com Staff.
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