13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
HEGD

LISTED FDS TR

85 institutions still hold LISTED FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656F599·85 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.0%
vs prior quarter
13F value held
$498M
78.0% inst. owned
of float
Holders
85
+65 QoQ
filers reporting
Activity
+14 / −27
+949 added · −832 reduced
this quarter
Concentration
22.74%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

85 institutions reported HEGD in Q1 2026. CWM, LLC leads at 22.7% of the visible book. +65 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$113M4.6M0.30%Q1 202602
Taylor Securities Services, Inc.
CIK 0002115182
$53M2.2M24.87%Q1 202603
Swan Global Investments, LLC
CIK 0001591505
$39M1.6M1.31%Q1 202604
Blueprint Investment Partners LLC
CIK 0001794467
$38M1.6M3.92%Q1 202605
LPL Financial LLC
CIK 0001403438
$35M1.4M0.01%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$35M1.4M0.13%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$21M857K0.01%Q1 202608
Blueprint Financial Advisors LLC
CIK 0002054129
$19M765K2.80%Q1 202609
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$18M726K0.09%Q1 202610
Legacy CG, LLC
CIK 0001904825
$17M687K4.71%Q1 202611
Beacon Pointe Advisors, LLC
CIK 0001744317
$15M593K0.08%Q1 202612
Avior Wealth Management, LLC
CIK 0001599868
$14M576K0.40%Q1 202613
Financial Designs Corp
CIK 0001561383
$13M546K7.51%Q1 202614
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$12M488K2.03%Q1 202615
Vantage Financial Partners, LLC
CIK 0001911766
$12M478K2.45%Q4 202516
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M457K0.00%Q1 202617
Ausdal Financial Partners, Inc.
CIK 0001667146
$9M370K0.41%Q1 202618
Atria Investments, Inc
CIK 0001535865
$8M321K0.09%Q1 202619
Spartan Planning & Wealth Management
CIK 0001749283
$7M295K5.39%Q1 202620
RETIREMENT GUYS FORMULA LLC
CIK 0001933059
$7M289K3.28%Q1 2026
Page 1 of 5
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