Swan Hedged Equity US Lg Cap
$26.93+0.3%
+$63.7M
Net Activity
-10.90% total shares
Institutions Holding
84
Popularity Rank
#4995
Avg Weight
0.92%
Total Value
$513.7M
84 institutions currently hold HEGD, with 47 net buyers and 25 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
25
Net Buying Institutions
47
Top 5 by Value
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Across its top 20 institutional holders, HEGD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 16/100, avg. turnover score 24/100).
HEGD ranks #4995 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HEGD is a top-conviction position for Taylor Securities Services, Inc. — at 25.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Envestnet Asset Management Inc has added to its HEGD position for two straight quarters, increasing it by $19.0M to reach $22.5M today.
Baird Financial Group, Inc. has trimmed its HEGD position for two straight quarters, cutting it by $808.7K while still holding $1.1M.
HEGD is up 0.3% today, and institutions have been net buyers of $63.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$70.1M
Total Buy Value
$10.7M
Total Sell Value
47
Net Buyers
25
Net Sellers
HEGD
Q2 2026
Top 5 Institutional Movers
+$26.0M
+$11.5M
+$9.7M
+$7.0M
HEGD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
53656F599
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Access HEGD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HEGDCLI
npx alphasmo stocks get HEGD