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

LISTED FDS TR

84 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 53656F599·84 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$510M
visible holders
Holders
84
filers reporting
Concentration
22.23%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported HEGD in Q1 2026. CWM, LLC leads at 22.2% 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
$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
Legacy CG, LLC
CIK 0001904825
$20M751K5.13%Q2 202609
Blueprint Financial Advisors LLC
CIK 0002054129
$19M765K2.80%Q1 202610
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$18M726K0.09%Q1 202611
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$17M631K2.45%Q2 202612
Financial Designs Corp
CIK 0001561383
$16M608K8.68%Q2 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$15M593K0.08%Q1 202614
Avior Wealth Management, LLC
CIK 0001599868
$14M534K0.37%Q2 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
Spartan Planning & Wealth Management
CIK 0001749283
$8M309K5.48%Q2 202619
Atria Investments, Inc
CIK 0001535865
$8M321K0.09%Q1 202620
RETIREMENT GUYS FORMULA LLC
CIK 0001933059
$7M289K3.28%Q1 2026
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