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Public ownership evidence

Swan Hedged Equity US Large Cap ETF (HEGD) Ownership Disclosures

Read HEGD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2043,526$1,160,403None
Beacon Pointe Advisors, LLC2026-06-302026-08-19650,777$17,349,712None
Caitlin John, LLC2026-06-302026-08-185,167$137,752None
Camarda Financial Advisors, LLC2026-06-302026-08-1854,228$1,445,718None
Thompson David Blair2024-12-312026-08-1520,760$465,024None
Thompson David Blair2026-06-302026-08-1582,627$2,202,836None
Thompson David Blair2025-12-312026-08-15204,893$5,165,353None
Thompson David Blair2026-03-312026-08-1587,725$2,166,808None
Blueprint Financial Advisors LLC2026-06-302026-08-15857,002$22,847,667None
Mutual Advisors, LLC2026-06-302026-08-1521,809$581,428None
Empire Financial Management Company, LLC2026-06-302026-08-1511,133$296,805None
WCG Wealth Advisors LLC2026-06-302026-08-1516,953$451,980None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,640$43,722None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,663$710,846None
JANE STREET GROUP, LLC2026-06-302026-08-1511,798$314,535None
Regal Investment Advisors LLC2026-06-302026-08-1535,188$938,113None
OLD MISSION CAPITAL LLC2026-06-302026-08-1531,820$848,321None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,764$72,666None
Ausdal Financial Partners, Inc.2026-06-302026-08-1548,123$1,282,959None
Ausdal Financial Partners, Inc.2026-06-302026-08-15328,553$8,759,223None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15134,801$3,593,795None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15477,854$12,739,588None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,280$274,065None
Taylor Securities Services, Inc.2026-06-302026-08-142,360,663$62,935,276None
CreativeOne Wealth, LLC2026-06-302026-08-1423,385$623,444None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,585$42,256None
UBS Group AG2026-06-302026-08-147,579$202,056None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14623,845$16,631,708None
Inspire Advisors, LLC2026-06-302026-08-14282,321$7,526,679None
MORGAN STANLEY2026-06-302026-08-141$34None
Integrated Wealth Concepts LLC2026-06-302026-08-1344,190$1,178,066None
Cetera Investment Advisers2026-06-302026-08-1329,136$776,773None
Baird Financial Group, Inc.2026-06-302026-08-1341,690$1,111,455None
NewEdge Advisors, LLC2026-06-302026-08-131,397,996$37,270,563None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,499$146,607None
STIFEL FINANCIAL CORP2026-06-302026-08-13152,252$4,059,044None
JPMORGAN CHASE & CO2026-06-302026-08-135,635$149,553None
VestGen Advisors, LLC2026-06-302026-08-1211,732$312,775None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-12107,561$2,867,582None
Vise Technologies, Inc.2026-06-302026-08-1229,268$780,285None
Swan Global Investments, LLC2026-06-302026-08-121,569,429$41,840,977None
Colonial Trust Co / SC2026-06-302026-08-125,283$140,845None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Caitlin John, LLC ↗Camarda Financial Advisors, LLC ↗Thompson David Blair ↗Thompson David Blair ↗Thompson David Blair ↗Thompson David Blair ↗Blueprint Financial Advisors LLC ↗Mutual Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.