77 tracked 13F filers disclose a position in HEGD as of the latest SEC 13F filings, a combined $598.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $113.3M | 4.6M | ▲+18% Added · +695K sh | Q1 2026 | |
| 2 | Taylor Securities Services, Inc. | $62.9M | 2.4M | ▲+9.4% Added · +204K sh | Q2 2026 | |
| 3 | Blueprint Investment Partners LLC | $44.2M | 1.7M | ▲+6.5% Added · +102K sh | Q2 2026 | |
| 4 | Swan Global Investments, LLC | $41.8M | 1.6M | ▼−1.4% Reduced · −23K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $34.9M | 1.4M | ▲+11% Added · +135K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $37.3M | 1.4M | ▼−0.7% Reduced · −10K sh | Q2 2026 | |
| 7 | Blueprint Financial Advisors LLC | $22.8M | 857K | ▲+12% Added · +92K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $21.2M | 857K | ▲+509% Added · +716K sh | Q1 2026 | |
| 9 | Legacy CG, LLC | $20.0M | 751K | ▲+9.4% Added · +65K sh | Q2 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $17.3M | 651K | ▲+9.7% Added · +58K sh | Q2 2026 | |
| 11 | LAUREL OAK WEALTH MANAGEMENT, LLC | $16.8M | 631K | ▲+29% Added · +142K sh | Q2 2026 | |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $16.6M | 624K | ▼−14% Reduced · −102K sh | Q2 2026 | |
| 13 | Financial Designs Corp | $16.2M | 608K | ▲+11% Added · +61K sh | Q2 2026 | |
| 14 | Avior Wealth Management, LLC | $14.2M | 576K | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $11.3M | 457K | ▲+13% Added · +52K sh | Q1 2026 | |
| 16 | MY Wealth Management Inc. | $11.5M | 430K | ▲New +430K sh | Q2 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $10.0M | 377K | ▲+1.9% Added · +7K sh | Q2 2026 | |
| 18 | Atria Investments, Inc | $8.8M | 331K | ▲+3.2% Added · +10K sh | Q2 2026 | |
| 19 | Spartan Planning & Wealth Management | $8.2M | 309K | ▲+4.6% Added · +14K sh | Q2 2026 | |
| 20 | RETIREMENT GUYS FORMULA LLC | $7.9M | 295K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 21 | Ethos Financial Group, LLC | $7.0M | 268K | ▲New +268K sh | Q2 2026 | |
| 22 | Inspire Advisors, LLC | $5.7M | 232K | ▲New +232K sh | Q1 2026 | |
| 23 | J.W. COLE ADVISORS, INC. | $5.7M | 213K | ▲+24% Added · +41K sh | Q2 2026 | |
| 24 | Marshall & Sterling Wealth Advisors Inc. | $5.1M | 190K | ▲+25% Added · +38K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $3.3M | 135K | ▲+14% Added · +17K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in HEGD and 14 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $3.8B |
| NVIDIA CORPNVDA | 34 funds | $2.8B |
| AMAZON.COM INCAMZN | 34 funds | $1.6B |
| MICROSOFT CORPMSFT | 33 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 33 funds | $1.2B |
| BROADCOM INCAVGO | 33 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $634.9M |
| ELI LILLY & COLLY | 31 funds | $844.8M |
| JPMORGAN CHASE & COJPM | 31 funds | $807.8M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 31 funds | $729.2M |
Ranked by how many of HEGD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 161 funds | $781.1M |
| HEGDthis pageSWAN HEDGED EQTY | 77 funds | $598.5M |
| METVmc | 74 funds | $100.9M |
| HLALmc | 59 funds | $36.9M |
| UMMAmc | 43 funds | $29.2M |
| OVLSHARES LAG CAP | 41 funds | $181.5M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $63.7M |
| BETZmc | 36 funds | $3.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HEGD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HEGD/capital-change-brief"
Use Arkolith's capital_change_brief for HEGD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HEGD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.