Institutional Ownership
Listed Fds Tr
CUSIP 53656F599SWAN HEDGED EQTYHEGDQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.6%
Max % of class reported
Institutional Holders
79
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 31, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 31, 2024 | Retirement Guys Formula LLC | 13G/A | 3.5% | 371.0K | SEC |
| 2 | Aug 15, 2023 | Retirement Guys Formula LLC | 13G/A | 5.6% | 416.8K | SEC |
| 3 | Aug 15, 2023 | Retirement Guys Formula LLC | 13G/A | 5.1% | 419.8K | SEC |
| 4 | Aug 14, 2023 | Retirement Guys Formula LLC | 13G/A | 6.7% | 390.8K | SEC |
| 5 | Aug 14, 2023 | Retirement Guys Formula LLC | 13G | 8.6% | 383.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cwm, LLC | 4.59M | $113.29M |
| 2 | Taylor Securities Services, Inc. | 2.16M | $53.28M |
| 3 | Swan Global Investments, LLC | 1.59M | $39.33M |
| 4 | Blueprint Investment Partners LLC | 1.56M | $38.45M |
| 5 | Lpl Financial LLC | 1.41M | $34.89M |
| 6 | Envestnet Asset Management Inc | 856.7K | $21.16M |
| 7 | Blueprint Financial Advisors LLC | 764.9K | $18.89M |
| 8 | O'Shaughnessy Asset Management, LLC | 726.2K | $17.94M |
| 9 | Legacy Cg, LLC | 686.7K | $16.96M |
| 10 | Beacon Pointe Advisors, LLC | 593.2K | $14.65M |