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Institutional Holders of HEGD
HolderAmountPosition Size
($ in 1000's)
 As of
Swan Global Investments LLC3,050,573$59,547 12/31/2023
     HEGD3,050,573$59,547 12/31/2023
CWM LLC986,435$20,449 03/31/2024
     HEGD986,435$20,449 03/31/2024
Envestnet Asset Management Inc.901,380$17,595 12/31/2023
     HEGD901,380$17,595 12/31/2023
Beacon Pointe Advisors LLC505,057$9,859 12/31/2023
     HEGD505,057$9,859 12/31/2023
Retirement Guys Formula LLC371,006$7,242 12/31/2023
     HEGD371,006$7,242 12/31/2023
Atria Investments LLC152,288$2,973 12/31/2023
     HEGD152,288$2,973 12/31/2023
Jane Street Group LLC95,211$1,859 12/31/2023
     HEGD95,211$1,859 12/31/2023
Cambridge Investment Research Advisors Inc.88,829$1,734 12/31/2023
     HEGD88,829$1,734 12/31/2023
Advisor Group Holdings Inc.75,292$1,470 12/31/2023
     HEGD75,292$1,470 12/31/2023
Stifel Financial Corp70,112$1,369 12/31/2023
     HEGD70,112$1,369 12/31/2023
Spire Wealth Management67,150$1,314 12/31/2023
     HEGD67,150$1,314 12/31/2023
Advisor Resource Council57,883$1,130 03/31/2024
     HEGD57,883$1,130 03/31/2024
LPL Financial LLC51,672$1,009 12/31/2023
     HEGD51,672$1,009 12/31/2023
Syntegra Private Wealth Group LLC50,786$991 12/31/2023
     HEGD50,786$991 12/31/2023
Orion Portfolio Solutions LLC50,040$974 12/31/2023
     HEGD50,040$974 12/31/2023
Baird Financial Group Inc.38,711$756 12/31/2023
     HEGD38,711$756 12/31/2023
Chilton Capital Management LLC38,636$754 12/31/2023
     HEGD38,636$754 12/31/2023
Cedar Brook Financial Partners LLC25,795$535 03/31/2024
     HEGD25,795$535 03/31/2024
Commonwealth Equity Services LLC24,927$487 12/31/2023
     HEGD24,927$487 12/31/2023
Focus Financial Network Inc. ADV23,378$458 12/31/2023
     HEGD23,378$458 12/31/2023
Susquehanna International Group LLP23,380$456 12/31/2023
     HEGD23,380$456 12/31/2023
Williams & Novak LLC21,525$420 03/31/2024
     HEGD21,525$420 03/31/2024
Creative Financial Designs Inc. ADV20,034$391 12/31/2023
     HEGD20,034$391 12/31/2023
Kingsview Wealth Management LLC17,936$350 12/31/2023
     HEGD17,936$350 12/31/2023
Avantax Advisory Services Inc.17,675$345 12/31/2023
     HEGD17,675$345 12/31/2023
Golden State Equity Partners16,919$330 12/31/2023
     HEGD16,919$330 12/31/2023
Dynamic Advisor Solutions LLC14,725$305 03/31/2024
     HEGD14,725$305 03/31/2024
Atria Wealth Solutions Inc.14,321$281 12/31/2023
     HEGD14,321$281 12/31/2023
Clear Creek Financial Management LLC14,289$279 12/31/2023
     HEGD14,289$279 12/31/2023
Citadel Advisors LLC10,826$211 12/31/2023
     HEGD10,826$211 12/31/2023
Resurgent Financial Advisors LLC5,180$101 12/31/2023
     HEGD5,180$101 12/31/2023
Parallel Advisors LLC4,620$90 12/31/2023
     HEGD4,620$90 12/31/2023
Caitlin John LLC2,940$57 12/31/2023
     HEGD2,940$57 12/31/2023
Harbour Investments Inc.538$11 12/31/2023
     HEGD538$11 12/31/2023
Proequities Inc.130$3 12/31/2023
     HEGD130$3 12/31/2023

See All: Funds Holding HEGD
See Details: Top 10 Hedge Funds Holding HEGD
Also See: HEGD Holdings Changes

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