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Institutions Holding HEGD (79 holders)

79 institutions currently hold HEGD, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CWM, LLC$113.3M0.30%
Taylor Securities Services, Inc.$53.3M24.87%
Swan Global Investments, LLC$39.3M1.31%
Blueprint Investment Partners LLC$38.5M3.92%
LPL Financial LLC$34.9M0.01%
ENVESTNET ASSET MANAGEMENT INC$21.2M0.01%
Blueprint Financial Advisors LLC$18.9M2.80%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.9M0.09%
Legacy CG, LLC$17.0M4.71%
Beacon Pointe Advisors, LLC$14.7M0.08%
Avior Wealth Management, LLC$14.2M0.40%
Financial Designs Corp$13.5M7.51%
LAUREL OAK WEALTH MANAGEMENT, LLC$12.1M2.03%
RAYMOND JAMES FINANCIAL INC$11.3M0.00%
NewEdge Advisors, LLC$11.3M0.54%
Ausdal Financial Partners, Inc.$9.1M0.41%
Atria Investments, Inc$7.9M0.09%
Spartan Planning & Wealth Management$7.3M5.39%
RETIREMENT GUYS FORMULA LLC$7.1M3.28%
Cambridge Investment Research Advisors, Inc.$6.9M0.02%
Inspire Advisors, LLC$5.7M0.47%
J.W. COLE ADVISORS, INC.$4.3M0.14%
Marshall & Sterling Wealth Advisors Inc.$3.7M2.45%
STIFEL FINANCIAL CORP$3.3M0.00%
LaSalle St. Investment Advisors, LLC$2.6M0.37%
COMMONWEALTH EQUITY SERVICES, LLC$2.2M0.00%
VISTA INVESTMENT PARTNERS II, LLC$1.9M0.87%
Baird Financial Group, Inc.$1.9M0.00%
SENTINEL PENSION ADVISORS, LLC$1.7M0.25%
Independent Advisor Alliance$1.4M0.01%
Barnes Wealth Management Group, Inc$1.3M0.67%
Camarda Financial Advisors, LLC$1.3M0.67%
Kingsview Wealth Management, LLC$1.1M0.02%
CHILTON CAPITAL MANAGEMENT LLC$1.0M0.03%
INTEGRITY ALLIANCE, LLC.$1.0M0.04%
Private Advisor Group, LLC$974.3K0.00%
MML INVESTORS SERVICES, LLC$871.5K0.00%
WORLD EQUITY GROUP, INC.$847.1K0.22%
RIVERCHASE WEALTH MANAGEMENT, LLC$809.8K0.42%
Regal Investment Advisors LLC$752.8K0.04%
Momentum Wealth Planning, LLC$721.4K0.64%
CreativeOne Wealth, LLC$710.6K0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$655.9K0.01%
Cetera Investment Advisers$644.3K0.00%
Mutual Advisors, LLC$551.0K0.01%
Integrated Wealth Concepts LLC$518.6K0.00%
BANK OF AMERICA CORP /DE/$483.4K0.00%
EverSource Wealth Advisors, LLC$455.6K0.01%
WCG Wealth Advisors LLC$444.8K0.01%
GRANITE ISLANDS PRIVATE WEALTH, LLC$443.6K0.41%
Kestra Advisory Services, LLC$372.9K0.00%
TRUIST FINANCIAL CORP$360.9K0.00%
Prosperity Financial Group, Inc.$360.3K0.13%
HighTower Advisors, LLC$352.0K0.00%
OSAIC HOLDINGS, INC.$343.6K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$334.0K0.00%
VestGen Advisors, LLC$311.4K0.01%
Empire Financial Management Company, LLC$275.0K0.06%
Syntegra Private Wealth Group, LLC$256.6K0.02%
Vise Technologies, Inc.$248.4K0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC$225.0K0.02%
Global View Capital Management LLC$220.7K0.06%
Advisor Resource Council$218.1K0.07%
Equitable Holdings, Inc.$208.0K0.00%
HARBOUR INVESTMENTS, INC.$135.8K0.00%
Caitlin John, LLC$127.6K0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV$124.9K0.01%
Colonial Trust Co / SC$118.5K0.02%
Parallel Advisors, LLC$110.5K0.00%
ASSETMARK, INC$46.3K0.00%
Spire Wealth Management$43.7K0.00%
Steward Partners Investment Advisory, LLC$39.2K0.00%
PRIVATE TRUST CO NA$38.4K0.00%
McIlrath & Eck, LLC$25.1K0.00%
Cullen/Frost Bankers, Inc.$24.8K0.00%
Park Square Financial Group, LLC$19.7K0.15%
JPMORGAN CHASE & CO$11.8K0.00%
Tradewinds Capital Management, LLC$7.9K0.00%
DHJJ Financial Advisors, Ltd.$247.00.00%