CUSIP 53656F599SWAN HEDGED EQTYHEGDQ4 2025
5 filings · latest Jan 31, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2.81M | $70.90M |
| 2 | Newedge Advisors, LLC | 1.58M | $39.81M |
| 3 | Blueprint Investment Partners LLC | 1.56M | $39.44M |
| 4 | Lpl Financial LLC | 1.28M | $32.21M |
| 5 | Blueprint Financial Advisors LLC | 733.9K | $18.50M |
| 6 | Legacy Cg, LLC | 672.0K | $16.94M |
| 7 | Avior Wealth Management, LLC | 564.7K | $14.24M |
| 8 | Financial Designs Corp | 546.2K | $13.77M |
| 9 |
| 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 |
| Franklin Resources Inc |
| 513.7K |
| $12.95M |
| 10 | Beacon Pointe Advisors, LLC | 493.1K | $12.43M |