Who Owns LISTED FD TR (HEGD)? -- Institutional Holders (2026-06-30)

88 institutions reported holding $513.1M of LISTED FD TR (HEGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Taylor Securities Services, Inc. ($62.9M), Blueprint Investment Partners LLC ($44.2M), Swan Global Investments, LLC ($41.8M), LPL Financial LLC ($40.5M), NewEdge Advisors, LLC ($37.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Taylor Securities Services, Inc.$62.9M2.4MAdded
2Blueprint Investment Partners LLC$44.2M1.7MAdded
3Swan Global Investments, LLC$41.8M1.6MTrimmed
4LPL Financial LLC$40.5M1.5MAdded
5NewEdge Advisors, LLC$37.3M1.4MTrimmed
6Blueprint Financial Advisors LLC$22.8M857,002Added
7ENVESTNET ASSET MANAGEMENT INC$22.5M845,273Trimmed
8Legacy CG, LLC$20.0M751,283Added
9Beacon Pointe Advisors, LLC$17.3M650,777Added
10LAUREL OAK WEALTH MANAGEMENT, LLC$16.8M630,722Added
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.6M623,845Trimmed
12Financial Designs Corp$16.2M607,632Added
13Avior Wealth Management, LLC$14.2M533,624Trimmed
14RAYMOND JAMES FINANCIAL INC$13.0M488,134Added
15MY Wealth Management Inc.$11.5M429,643New
16Ausdal Financial Partners, Inc.$10.0M376,676Added
17Atria Investments, Inc$8.8M331,070Added
18Spartan Planning & Wealth Management$8.2M308,649Added
19RETIREMENT GUYS FORMULA LLC$7.9M294,582Added
20Cambridge Investment Research Advisors, Inc.$7.8M291,066Added
21Inspire Advisors, LLC$7.5M282,321Added
22Ethos Financial Group, LLC$7.0M267,815New
23J.W. COLE ADVISORS, INC.$5.7M212,929Added
24Marshall & Sterling Wealth Advisors Inc.$5.1M189,652Added
25STIFEL FINANCIAL CORP$4.1M152,252Added

Source: SEC Form 13F filings · as of 2026-06-30