Institutional Ownership
Listed Fds Tr
CUSIP 53656F599SWAN HEDGED EQTYHEGDQ1 2026
Institutional Holders
79
13F filers
Shares Held
21.54M
Aggregate institutional
Institutional Value
$511.99M
Q1 2026
Net New Holders
+1
11 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased33
Decreased24
Sold out10
Institutional Holders
79 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 4.59M | $113.29M | +694.6K | Added |
| 2 | Taylor Securities Services, Inc. | 2.16M | $53.28M | +172.6K | Added |
| 3 | Swan Global Investments, LLC | 1.59M | $39.33M | −1.22M | Reduced |
| 4 | Blueprint Investment Partners LLC | 1.56M | $38.45M | −7.7K | Reduced |
| 5 | Lpl Financial LLC | 1.41M | $34.89M | +134.7K | Added |
| 6 | Envestnet Asset Management Inc | 856.7K | $21.16M | +716.0K | Added |
| 7 | Blueprint Financial Advisors LLC | 764.9K | $18.89M | +31.0K | Added |
| 8 | O'Shaughnessy Asset Management, LLC | 726.2K | $17.94M | +726.2K | New |
| 9 | Legacy Cg, LLC | 686.7K | $16.96M | +14.7K | Added |
| 10 | Beacon Pointe Advisors, LLC | 593.2K | $14.65M | +100.0K | Added |
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