Funds holding Swan Hedged Equity US Large Cap ETF
ISIN US53656F5998 · United States · LEI 549300Y53A5E7UC3Z264
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | +1 | 24,700 | +220.8 % |
| 2026Q1 | 1 | 7,700 |
Institutional managers
79 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 4,586,482 | 113.3M $ | as of Mar 31, 2026 |
| Taylor Securities Services, Inc. | 2,156,924 | 53.3M $ | as of Mar 31, 2026 |
| Swan Global Investments, LLC | 1,592,181 | 39.3M $ | as of Mar 31, 2026 |
| Blueprint Investment Partners LLC | 1,556,810 | 38.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,412,600 | 34.9M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 992,320 | 11.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 856,689 | 21.2M $ | as of Mar 31, 2026 |
| Blueprint Financial Advisors LLC | 764,899 | 18.9M $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 726,168 | 17.9M $ | as of Mar 31, 2026 |
| Legacy CG, LLC | 686,712 | 17M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 593,152 | 14.7M $ | as of Mar 31, 2026 |
| Avior Wealth Management, LLC | 576,125 | 14.2M $ | as of Mar 31, 2026 |
| Financial Designs Corp | 546,342 | 13.5M $ | as of Mar 31, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 488,479 | 12.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 457,150 | 11.3M $ | as of Mar 31, 2026 |
| Ausdal Financial Partners, Inc. | 369,577 | 9.1M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 320,914 | 7.9M $ | as of Mar 31, 2026 |
| Spartan Planning & Wealth Management | 294,970 | 7.3M $ | as of Mar 31, 2026 |
| RETIREMENT GUYS FORMULA LLC | 289,135 | 7.1M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 280,750 | 6.9K $ | as of Mar 31, 2026 |
| Inspire Advisors, LLC | 231,966 | 5.7M $ | as of Mar 31, 2026 |
| J.W. COLE ADVISORS, INC. | 172,348 | 4.3M $ | as of Mar 31, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | 151,741 | 3.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 134,851 | 3.3M $ | as of Mar 31, 2026 |
| LaSalle St. Investment Advisors, LLC | 107,088 | 2.6M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Swan Hedged Equity US Large Cap ETF". https://titelia.com/en/stocks/swan-hedged-equity-us-large-cap-etf-US53656F5998