HEGD LISTED FDS TR: institutional ownership and insider trading

91 funds reported holding $651M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $47.6M, with 9 new positions and 4 funds selling out.

Largest institutional holders of HEGD

  1. CWM, LLC — $113M
  2. Taylor Securities Services, Inc. — $75.4M
  3. Blueprint Investment Partners LLC — $44.2M
  4. Swan Global Investments, LLC — $41.8M
  5. LPL Financial LLC — $40.5M
  6. NewEdge Advisors, LLC — $37.3M
  7. Blueprint Financial Advisors LLC — $22.8M
  8. ENVESTNET ASSET MANAGEMENT INC — $22.5M
  9. Legacy CG, LLC — $20.0M
  10. LAUREL OAK WEALTH MANAGEMENT, LLC — $18.1M

All HEGD 13F holders