13F Insight
DOSSIER · 13F Holders · Q1 2026
HEGD

LISTED FDS TR

88 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 53656F599·88 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$562M
visible holders
Holders
88
filers reporting
Concentration
20.15%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported HEGD in Q1 2026. CWM, LLC leads at 20.1% of the visible book.

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
$75M2.8M30.09%Q3 202603
Blueprint Investment Partners LLC
CIK 0001794467
$44M1.7M3.69%Q2 202604
Swan Global Investments, LLC
CIK 0001591505
$42M1.6M1.24%Q2 202605
LPL Financial LLC
CIK 0001403438
$40M1.5M0.01%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$37M1.4M0.11%Q2 202607
Blueprint Financial Advisors LLC
CIK 0002054129
$23M857K2.54%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M845K0.01%Q2 202609
Legacy CG, LLC
CIK 0001904825
$20M751K5.13%Q2 202610
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$18M675K2.55%Q3 202611
Beacon Pointe Advisors, LLC
CIK 0001744317
$17M651K0.08%Q2 202612
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$17M624K0.08%Q2 202613
Financial Designs Corp
CIK 0001561383
$17M616K8.52%Q3 202614
Avior Wealth Management, LLC
CIK 0001599868
$15M543K0.39%Q3 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M488K0.00%Q2 202616
Vantage Financial Partners, LLC
CIK 0001911766
$12M478K2.45%Q4 202517
Ausdal Financial Partners, Inc.
CIK 0001667146
$10M377K0.39%Q2 202618
Atria Investments, Inc
CIK 0001535865
$10M363K0.10%Q3 202619
Spartan Planning & Wealth Management
CIK 0001749283
$8M314K5.50%Q3 202620
RETIREMENT GUYS FORMULA LLC
CIK 0001933059
$8M295K2.96%Q2 2026
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