On this page, we present all of the funds holding HEGD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HEGD, with a link to that fund's top holdings. The next columns indicate the amount of HEGD stock held by each of the funds holding HEGD, followed by the HEGD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding HEGD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Swan Global Investments LLC. For more details on the positions held by Swan Global Investments LLC (or by any of the other funds holding HEGD), click the fund name in the "Holder" column of the funds-holding-HEGD table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Swan Global Investments LLC | 3,050,573 | $59,547 | 12/31/2023 |
HEGD | 3,050,573 | $59,547 | 12/31/2023 |
CWM LLC | 986,435 | $20,449 | 03/31/2024 |
HEGD | 986,435 | $20,449 | 03/31/2024 |
Envestnet Asset Management Inc. | 901,380 | $17,595 | 12/31/2023 |
HEGD | 901,380 | $17,595 | 12/31/2023 |
Beacon Pointe Advisors LLC | 505,057 | $9,859 | 12/31/2023 |
HEGD | 505,057 | $9,859 | 12/31/2023 |
Retirement Guys Formula LLC | 357,932 | $7,420 | 03/31/2024 |
HEGD | 357,932 | $7,420 | 03/31/2024 |
Atria Investments LLC | 152,288 | $2,973 | 12/31/2023 |
HEGD | 152,288 | $2,973 | 12/31/2023 |
Jane Street Group LLC | 95,211 | $1,859 | 12/31/2023 |
HEGD | 95,211 | $1,859 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 82,212 | $1,704 | 03/31/2024 |
HEGD | 82,212 | $1,704 | 03/31/2024 |
Advisor Group Holdings Inc. | 75,292 | $1,470 | 12/31/2023 |
HEGD | 75,292 | $1,470 | 12/31/2023 |
Spire Wealth Management | 67,211 | $1,393 | 03/31/2024 |
HEGD | 67,211 | $1,393 | 03/31/2024 |
Stifel Financial Corp | 70,112 | $1,369 | 12/31/2023 |
HEGD | 70,112 | $1,369 | 12/31/2023 |
Advisor Resource Council | 57,883 | $1,130 | 03/31/2024 |
HEGD | 57,883 | $1,130 | 03/31/2024 |
LPL Financial LLC | 51,672 | $1,009 | 12/31/2023 |
HEGD | 51,672 | $1,009 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 50,786 | $991 | 12/31/2023 |
HEGD | 50,786 | $991 | 12/31/2023 |
Orion Portfolio Solutions LLC | 50,040 | $974 | 12/31/2023 |
HEGD | 50,040 | $974 | 12/31/2023 |
Baird Financial Group Inc. | 38,711 | $756 | 12/31/2023 |
HEGD | 38,711 | $756 | 12/31/2023 |
Chilton Capital Management LLC | 38,636 | $754 | 12/31/2023 |
HEGD | 38,636 | $754 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 27,886 | $578 | 03/31/2024 |
HEGD | 27,886 | $578 | 03/31/2024 |
Cedar Brook Financial Partners LLC | 25,795 | $535 | 03/31/2024 |
HEGD | 25,795 | $535 | 03/31/2024 |
Commonwealth Equity Services LLC | 22,499 | $466 | 03/31/2024 |
HEGD | 22,499 | $466 | 03/31/2024 |
Focus Financial Network Inc. ADV | 23,378 | $458 | 12/31/2023 |
HEGD | 23,378 | $458 | 12/31/2023 |
Susquehanna International Group LLP | 23,380 | $456 | 12/31/2023 |
HEGD | 23,380 | $456 | 12/31/2023 |
Williams & Novak LLC | 21,525 | $420 | 03/31/2024 |
HEGD | 21,525 | $420 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 20,034 | $391 | 12/31/2023 |
HEGD | 20,034 | $391 | 12/31/2023 |
Kingsview Wealth Management LLC | 17,936 | $350 | 12/31/2023 |
HEGD | 17,936 | $350 | 12/31/2023 |
Avantax Advisory Services Inc. | 17,675 | $345 | 12/31/2023 |
HEGD | 17,675 | $345 | 12/31/2023 |
Golden State Equity Partners | 16,919 | $330 | 12/31/2023 |
HEGD | 16,919 | $330 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 14,725 | $305 | 03/31/2024 |
HEGD | 14,725 | $305 | 03/31/2024 |
Clear Creek Financial Management LLC | 13,874 | $288 | 03/31/2024 |
HEGD | 13,874 | $288 | 03/31/2024 |
Atria Wealth Solutions Inc. | 14,321 | $281 | 12/31/2023 |
HEGD | 14,321 | $281 | 12/31/2023 |
Citadel Advisors LLC | 10,826 | $211 | 12/31/2023 |
HEGD | 10,826 | $211 | 12/31/2023 |
Resurgent Financial Advisors LLC | 5,180 | $101 | 12/31/2023 |
HEGD | 5,180 | $101 | 12/31/2023 |
Parallel Advisors LLC | 4,620 | $90 | 12/31/2023 |
HEGD | 4,620 | $90 | 12/31/2023 |
Caitlin John LLC | 2,940 | $57 | 12/31/2023 |
HEGD | 2,940 | $57 | 12/31/2023 |
Harbour Investments Inc. | 538 | $11 | 12/31/2023 |
HEGD | 538 | $11 | 12/31/2023 |
Proequities Inc. | 130 | $3 | 12/31/2023 |
HEGD | 130 | $3 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 10 | $0 | 03/31/2024 |
HEGD | 10 | $0 | 03/31/2024 |
See Summary: Institutional Holders of HEGD
See Details: Top 10 Hedge Funds Holding HEGD
Also See: HEGD Holdings Changes
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