Swan Hedged Equity US Large Cap ETF(HEGD)

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Swan Hedged Equity US Large Cap ETF(HEGD)

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$26.63—

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HEGD(HEGD)

HEGD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 95 Institutional Holders

Holder	Shares	Date	Change	% Held
CWM, LLC	4.59M	Mar 31, 26	+694.64K	22.89%
Swan Global Investments, LLC	1.59M	Mar 31, 26	-1.22M	7.95%
Blueprint Investment Partners LLC	1.56M	Mar 31, 26	-7.73K	7.77%
LPL Financial LLC	1.41M	Mar 31, 26	+134.74K	7.05%
NewEdge Advisors, LLC	1.41M	Mar 31, 26	-171.07K	7.03%
ENVESTNET ASSET MANAGEMENT INC	856.69K	Mar 31, 26	+716.03K	4.28%
Blueprint Financial Advisors LLC	764.90K	Mar 31, 26	+30.97K	3.82%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	726.17K	Mar 31, 26	+726.17K	3.62%
Legacy CG, LLC	686.71K	Mar 31, 26	+14.74K	3.43%
Beacon Pointe Advisors, LLC	593.15K	Mar 31, 26	+100.00K	2.96%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	576.13K	Mar 31, 26	+11.39K	2.88%
Financial Designs Corp	546.34K	Mar 31, 26	+189	2.73%
RAYMOND JAMES FINANCIAL INC	457.15K	Mar 31, 26	+51.93K	2.28%
Ausdal Financial Partners, Inc.	369.58K	Mar 31, 26	+21.83K	1.84%
Atria Investments, Inc	320.91K	Mar 31, 26	+17.56K	1.60%
Spartan Planning & Wealth Management	294.97K	Mar 31, 26	-56.24K	1.47%
RETIREMENT GUYS FORMULA LLC	289.13K	Mar 31, 26	-9.55K	1.44%
Cambridge Investment Research Advisors, Inc.	280.75K	Mar 31, 26	+40.22K	1.40%
Inspire Advisors, LLC	231.97K	Mar 31, 26	+231.97K	1.16%
J.W. COLE ADVISORS, INC.	172.35K	Mar 31, 26	+143.44K	0.86%
Marshall & Sterling Wealth Advisors Inc.	151.74K	Mar 31, 26	+2.87K	0.76%
STIFEL FINANCIAL CORP	134.85K	Mar 31, 26	+16.91K	0.67%
LaSalle St. Investment Advisors, LLC	107.09K	Mar 31, 26	+1.52K	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	88.30K	Mar 31, 26	+12.13K	0.44%
VISTA INVESTMENT PARTNERS II, LLC	78.14K	Mar 31, 26	+78.14K	0.39%
Baird Financial Group, Inc.	76.11K	Mar 31, 26	-56	0.38%
SENTINEL PENSION ADVISORS INC	68.72K	Mar 31, 26	+19.88K	0.34%
Independent Advisor Alliance	55.32K	Mar 31, 26	+55.32K	0.28%
Barnes Wealth Management Group, Inc	53.45K	Mar 31, 26	+7.26K	0.27%
Camarda Financial Advisors, LLC	51.71K	Mar 31, 26	-937	0.26%
Kingsview Wealth Management, LLC	44.73K	Mar 31, 26	-613	0.22%
CHILTON CAPITAL MANAGEMENT LLC	40.69K	Mar 31, 26	+1.76K	0.20%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	40.51K	Mar 31, 26	+4.65K	0.20%
Private Advisor Group, LLC	39.44K	Mar 31, 26	-3.33K	0.20%
MML INVESTORS SERVICES, LLC	35.28K	Mar 31, 26	-1.50K	0.18%
WORLD EQUITY GROUP, INC.	34.30K	Mar 31, 26	+12.23K	0.17%
RIVERCHASE WEALTH MANAGEMENT, LLC	32.79K	Mar 31, 26	--	0.16%
Regal Investment Advisors LLC	30.48K	Mar 31, 26	+30.48K	0.15%
CreativeOne Wealth, LLC	28.77K	Mar 31, 26	-335	0.14%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	26.55K	Mar 31, 26	-1.42K	0.13%
Cetera Investment Advisers	26.09K	Mar 31, 26	+26.09K	0.13%
Mutual Advisors, LLC	22.31K	Mar 31, 26	+22.31K	0.11%
Integrated Wealth Concepts LLC	21.00K	Mar 31, 26	+6.50K	0.10%
BANK OF AMERICA CORP /DE/	19.57K	Mar 31, 26	+19.57K	0.10%
EverSource Wealth Advisors, LLC	18.45K	Mar 31, 26	+4.12K	0.09%
WCG Wealth Advisors LLC	18.01K	Mar 31, 26	+402	0.09%
Kestra Advisory Services, LLC	15.10K	Mar 31, 26	-82	0.08%
TRUIST FINANCIAL CORP	14.61K	Mar 31, 26	+635	0.07%
Prosperity Financial Group, Inc.	14.59K	Mar 31, 26	+198	0.07%
HighTower Advisors, LLC	14.25K	Mar 31, 26	--	0.07%
ADVISOR GROUP HOLDINGS, INC.	13.91K	Mar 31, 26	+794	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.47K	Mar 31, 26	+3.62K	0.07%
VestGen Advisors, LLC	11.73K	Mar 31, 26	-3.42K	0.06%
Empire Financial Management Company, LLC	11.13K	Mar 31, 26	+1.20K	0.06%
Syntegra Private Wealth Group, LLC	10.39K	Mar 31, 26	--	0.05%
Vise Technologies, Inc.	9.85K	Mar 31, 26	--	0.05%
MOSAIC FAMILY WEALTH PARTNERS, LLC	9.11K	Mar 31, 26	--	0.05%
Global View Capital Management LLC	8.93K	Mar 31, 26	+8.93K	0.04%
Advisor Resource Council	8.83K	Mar 31, 26	-5.64K	0.04%
Equitable Holdings, Inc.	8.25K	Mar 31, 26	-1.18K	0.04%
HARBOUR INVESTMENTS, INC.	5.50K	Mar 31, 26	+1.90K	0.03%
Caitlin John, LLC	5.17K	Mar 31, 26	-2.17K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.06K	Mar 31, 26	-40	0.03%
Colonial Trust Co / SC	4.80K	Mar 31, 26	-1.05K	0.02%
Parallel Advisors, LLC	4.47K	Mar 31, 26	--	0.02%
ASSETMARK, INC	1.88K	Mar 31, 26	-26	0.01%
Spire Wealth Management	1.77K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.58K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	1.55K	Mar 31, 26	-47.60K	0.01%
McIlrath & Eck, LLC	1.01K	Mar 31, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	1.00K	Mar 31, 26	--	0.01%
Park Square Financial Group, LLC	799	Mar 31, 26	-5.03K	0.00%
JPMORGAN CHASE & CO	481	Mar 31, 26	-18	0.00%
Tradewinds Capital Management, LLC	318	Mar 31, 26	+318	0.00%
DHJJ Financial Advisors, Ltd.	10	Mar 31, 26	--	0.00%
IHT Wealth Management, LLC	--	Mar 31, 26	-8.96K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-11.93K	--
JOURNEY STRATEGIC WEALTH LLC	--	Mar 31, 26	-8.83K	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-18.72K	--
Csenge Advisory Group	--	Mar 31, 26	-31.32K	--
GTS SECURITIES LLC	--	Mar 31, 26	-15.46K	--
MY Wealth Management Inc.	--	Mar 31, 26	-384.48K	--
FRANKLIN RESOURCES INC	--	Mar 31, 26	-513.74K	--
UBS Group AG	--	Mar 31, 26	-1.21K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-84.31K	--
Vantage Financial Partners, LLC	477.96K	Dec 31, 25	+16.09K	2.39%
Global Retirement Partners, LLC	8.62K	Dec 31, 25	+17	0.04%
Lion Street Advisors, LLC	--	Sep 30, 25	-12.55K	--
Atria Wealth Solutions, Inc.	39.79K	Jun 30, 25	-59.67K	0.20%
Orion Portfolio Solutions, LLC	66.94K	Mar 31, 25	+4.79K	0.33%
WR Wealth Planners, LLC	450	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	116.48K	Sep 30, 24	+16.61K	0.58%
FOCUS FINANCIAL NETWORK INC /ADV	23.38K	Dec 31, 23	+23.38K	0.12%
Claybrook Capital, LLC	20.00K	Sep 30, 23	-45.00K	0.10%
NEXT Financial Group, Inc	3.43K	Dec 31, 21	+18	0.02%

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Holder

Date

Change

% Held

CWM, LLC

4.59M

Mar 31, 26

+694.64K

22.89%

Swan Global Investments, LLC

1.59M

Mar 31, 26

-1.22M

7.95%

Blueprint Investment Partners LLC

1.56M

Mar 31, 26

-7.73K

7.77%

LPL Financial LLC

1.41M

Mar 31, 26

+134.74K

7.05%

NewEdge Advisors, LLC

1.41M

Mar 31, 26

-171.07K

7.03%

ENVESTNET ASSET MANAGEMENT INC

856.69K

Mar 31, 26

+716.03K

4.28%

Blueprint Financial Advisors LLC

764.90K

Mar 31, 26

+30.97K

3.82%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

726.17K

Mar 31, 26

+726.17K

3.62%

Legacy CG, LLC

686.71K

Mar 31, 26

+14.74K

3.43%

Beacon Pointe Advisors, LLC

593.15K

Mar 31, 26

+100.00K

2.96%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

576.13K

Mar 31, 26

+11.39K

2.88%

Financial Designs Corp

546.34K

Mar 31, 26

+189

2.73%

RAYMOND JAMES FINANCIAL INC

457.15K

Mar 31, 26

+51.93K

2.28%

Ausdal Financial Partners, Inc.

369.58K

Mar 31, 26

+21.83K

1.84%

Atria Investments, Inc

320.91K

Mar 31, 26

+17.56K

1.60%

Spartan Planning & Wealth Management

294.97K

Mar 31, 26

-56.24K

1.47%

RETIREMENT GUYS FORMULA LLC

289.13K

Mar 31, 26

-9.55K

1.44%

Cambridge Investment Research Advisors, Inc.

280.75K

Mar 31, 26

+40.22K

1.40%

Inspire Advisors, LLC

231.97K

Mar 31, 26

+231.97K

1.16%

J.W. COLE ADVISORS, INC.

172.35K

Mar 31, 26

+143.44K

0.86%

Marshall & Sterling Wealth Advisors Inc.

151.74K

Mar 31, 26

+2.87K

0.76%

STIFEL FINANCIAL CORP

134.85K

Mar 31, 26

+16.91K

0.67%

LaSalle St. Investment Advisors, LLC

107.09K

Mar 31, 26

+1.52K

0.53%

COMMONWEALTH EQUITY SERVICES, LLC

88.30K

Mar 31, 26

+12.13K

0.44%

VISTA INVESTMENT PARTNERS II, LLC

78.14K

Mar 31, 26

+78.14K

0.39%

Baird Financial Group, Inc.

76.11K

Mar 31, 26

-56

0.38%

SENTINEL PENSION ADVISORS INC

68.72K

Mar 31, 26

+19.88K

0.34%

Independent Advisor Alliance

55.32K

Mar 31, 26

+55.32K

0.28%

Barnes Wealth Management Group, Inc

53.45K

Mar 31, 26

+7.26K

0.27%

Camarda Financial Advisors, LLC

51.71K

Mar 31, 26

-937

0.26%

Kingsview Wealth Management, LLC

44.73K

Mar 31, 26

-613

0.22%

CHILTON CAPITAL MANAGEMENT LLC

40.69K

Mar 31, 26

+1.76K

0.20%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

40.51K

Mar 31, 26

+4.65K

0.20%

Private Advisor Group, LLC

39.44K

Mar 31, 26

-3.33K

0.20%

MML INVESTORS SERVICES, LLC

35.28K

Mar 31, 26

-1.50K

0.18%

WORLD EQUITY GROUP, INC.

34.30K

Mar 31, 26

+12.23K

0.17%

RIVERCHASE WEALTH MANAGEMENT, LLC

32.79K

Mar 31, 26

0.16%

Regal Investment Advisors LLC

30.48K

Mar 31, 26

+30.48K

0.15%

CreativeOne Wealth, LLC

28.77K

Mar 31, 26

-335

0.14%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

26.55K

Mar 31, 26

-1.42K

0.13%

Cetera Investment Advisers

26.09K

Mar 31, 26

+26.09K

0.13%

Mutual Advisors, LLC

22.31K

Mar 31, 26

+22.31K

0.11%

Integrated Wealth Concepts LLC

21.00K

Mar 31, 26

+6.50K

0.10%

BANK OF AMERICA CORP /DE/

19.57K

Mar 31, 26

+19.57K

0.10%

EverSource Wealth Advisors, LLC

18.45K

Mar 31, 26

+4.12K

0.09%

WCG Wealth Advisors LLC

18.01K

Mar 31, 26

+402

0.09%

Kestra Advisory Services, LLC

15.10K

Mar 31, 26

-82

0.08%

TRUIST FINANCIAL CORP

14.61K

Mar 31, 26

+635

0.07%

Prosperity Financial Group, Inc.

14.59K

Mar 31, 26

+198

0.07%

HighTower Advisors, LLC

14.25K

Mar 31, 26

0.07%

ADVISOR GROUP HOLDINGS, INC.

13.91K

Mar 31, 26

+794

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.47K

Mar 31, 26

+3.62K

0.07%

VestGen Advisors, LLC

11.73K

Mar 31, 26

-3.42K

0.06%

Empire Financial Management Company, LLC

11.13K

Mar 31, 26

+1.20K

0.06%

Syntegra Private Wealth Group, LLC

10.39K

Mar 31, 26

0.05%

Vise Technologies, Inc.

9.85K

Mar 31, 26

0.05%

MOSAIC FAMILY WEALTH PARTNERS, LLC

9.11K

Mar 31, 26

0.05%

Global View Capital Management LLC

8.93K

Mar 31, 26

+8.93K

0.04%

Advisor Resource Council

8.83K

Mar 31, 26

-5.64K

0.04%

Equitable Holdings, Inc.

8.25K

Mar 31, 26

-1.18K

0.04%

HARBOUR INVESTMENTS, INC.

5.50K

Mar 31, 26

+1.90K

0.03%

Caitlin John, LLC

5.17K

Mar 31, 26

-2.17K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.06K

Mar 31, 26

-40

0.03%

Colonial Trust Co / SC

4.80K

Mar 31, 26

-1.05K

0.02%

Parallel Advisors, LLC

4.47K

Mar 31, 26

0.02%

ASSETMARK, INC

1.88K

Mar 31, 26

-26

0.01%

Spire Wealth Management

1.77K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.58K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

1.55K

Mar 31, 26

-47.60K

0.01%

McIlrath & Eck, LLC

1.01K

Mar 31, 26

0.01%

CULLEN/FROST BANKERS, INC.

1.00K

Mar 31, 26

0.01%

Park Square Financial Group, LLC

799

Mar 31, 26

-5.03K

0.00%

JPMORGAN CHASE & CO

481

Mar 31, 26

-18

0.00%

Tradewinds Capital Management, LLC

318

Mar 31, 26

+318

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

IHT Wealth Management, LLC

Mar 31, 26

-8.96K

Hilltop Holdings Inc.

Mar 31, 26

-11.93K

JOURNEY STRATEGIC WEALTH LLC

Mar 31, 26

-8.83K

WELLS FARGO & COMPANY/MN

Mar 31, 26

-18.72K

Csenge Advisory Group

Mar 31, 26

-31.32K

GTS SECURITIES LLC

Mar 31, 26

-15.46K

MY Wealth Management Inc.

Mar 31, 26

-384.48K

FRANKLIN RESOURCES INC

Mar 31, 26

-513.74K

UBS Group AG

Mar 31, 26

-1.21K

Brinker Capital Investments, LLC

Mar 31, 26

-84.31K

Vantage Financial Partners, LLC

477.96K

Dec 31, 25

+16.09K

2.39%

Global Retirement Partners, LLC

8.62K

Dec 31, 25

+17

0.04%

Lion Street Advisors, LLC

Sep 30, 25

-12.55K

Atria Wealth Solutions, Inc.

39.79K

Jun 30, 25

-59.67K

0.20%

Orion Portfolio Solutions, LLC

66.94K

Mar 31, 25

+4.79K

0.33%

WR Wealth Planners, LLC

450

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

116.48K

Sep 30, 24

+16.61K

0.58%

FOCUS FINANCIAL NETWORK INC /ADV

23.38K

Dec 31, 23

+23.38K

0.12%

Claybrook Capital, LLC

20.00K

Sep 30, 23

-45.00K

0.10%

NEXT Financial Group, Inc

3.43K

Dec 31, 21

+18

0.02%