¡Ya estamos en ! Descubre más
icono de HEGD

Swan Hedged Equity US Large Cap ETF
HEGD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TSS
1
Taylor Securities Services
Pennsylvania
USD 62.9 M +USD 5.34 M +203,739 +9%
Blueprint Investment Partners
2
Blueprint Investment Partners
North Carolina
USD 44.2 M +USD 2.67 M +101,890 +7%
Swan Global Investments
3
Swan Global Investments
Colorado
USD 41.8 M -USD 597 k -22,752 -1%
LPL Financial
4
LPL Financial
California
USD 40.5 M +USD 2.79 M +106,261 +8%
NewEdge Advisors
5
NewEdge Advisors
Louisiana
USD 37.3 M -USD 266 k -10,131 -0.7%
Blueprint Financial Advisors
6
Blueprint Financial Advisors
North Carolina
USD 22.8 M +USD 2.42 M +92,103 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 22.5 M -USD 299 k -11,416 -1%
LC
8
Legacy CG
Texas
USD 20 M +USD 1.69 M +64,571 +9%
Beacon Pointe Advisors
9
Beacon Pointe Advisors
California
USD 17.3 M +USD 1.51 M +57,625 +10%
Laurel Oak Wealth Management
10
Laurel Oak Wealth Management
New Jersey
USD 16.8 M +USD 3.73 M +142,243 +29%
O'Shaughnessy Asset Management
11
O'Shaughnessy Asset Management
Connecticut
USD 16.6 M -USD 2.68 M -102,323 -14%
FD
12
Financial Designs
California
USD 16.2 M +USD 1.61 M +61,290 +11%
Avior Wealth Management
13
Avior Wealth Management
Nebraska
USD 14.2 M -USD 1.11 M -42,501 -7%
Raymond James Financial
14
Raymond James Financial
Florida
USD 13 M +USD 813 k +30,984 +7%
MWM
15
MY Wealth Management
Maryland
USD 11.5 M +USD 11.3 M +429,643 Nuevas
Ausdal Financial Partners
16
Ausdal Financial Partners
Iowa
USD 10 M +USD 186 k +7,099 +2%
Atria Investments
17
Atria Investments
North Carolina
USD 8.83 M +USD 266 k +10,156 +3%
SPWM
18
Spartan Planning & Wealth Management
North Carolina
USD 8.23 M +USD 359 k +13,679 +5%
RGF
19
Retirement Guys Formula
Ohio
USD 7.85 M +USD 143 k +5,447 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 7.76 M +USD 271 k +10,316 +4%
Inspire Advisors
21
Inspire Advisors
Idaho
USD 7.53 M +USD 1.32 M +50,355 +22%
Ethos Financial Group
22
Ethos Financial Group
Pennsylvania
USD 7.02 M +USD 7.02 M +267,815 Nuevas
JWCA
23
J.W. Cole Advisors
Florida
USD 5.68 M +USD 1.06 M +40,581 +24%
MSWA
24
Marshall & Sterling Wealth Advisors
New York
USD 5.06 M +USD 994 k +37,911 +25%
Stifel Financial
25
Stifel Financial
Missouri
USD 4.06 M +USD 456 k +17,401 +13%
1
2 3 4