で公開中です! 詳しく見る
HEGDのアイコン

Swan Hedged Equity US Large Cap ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
TSS
1
Taylor Securities Services
Pennsylvania
$6294万 +$534万 +203,739 +9%
Blueprint Investment Partners
2
Blueprint Investment Partners
North Carolina
$4422万 +$267万 +101,890 +7%
Swan Global Investments
3
Swan Global Investments
Colorado
$4184万 -$59.7万 -22,752 -1%
LPL Financial
4
LPL Financial
California
$4049万 +$279万 +106,261 +8%
NewEdge Advisors
5
NewEdge Advisors
Louisiana
$3727万 -$26.6万 -10,131 -0.7%
Blueprint Financial Advisors
6
Blueprint Financial Advisors
North Carolina
$2285万 +$242万 +92,103 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2253万 -$29.9万 -11,416 -1%
LC
8
Legacy CG
Texas
$2003万 +$169万 +64,571 +9%
Beacon Pointe Advisors
9
Beacon Pointe Advisors
California
$1735万 +$151万 +57,625 +10%
Laurel Oak Wealth Management
10
Laurel Oak Wealth Management
New Jersey
$1682万 +$373万 +142,243 +29%
O'Shaughnessy Asset Management
11
O'Shaughnessy Asset Management
Connecticut
$1663万 -$268万 -102,323 -14%
FD
12
Financial Designs
California
$1620万 +$161万 +61,290 +11%
Avior Wealth Management
13
Avior Wealth Management
Nebraska
$1423万 -$111万 -42,501 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$1301万 +$81.3万 +30,984 +7%
MWM
15
MY Wealth Management
Maryland
$1145万 +$1127万 +429,643 新規
Ausdal Financial Partners
16
Ausdal Financial Partners
Iowa
$1004万 +$18.6万 +7,099 +2%
Atria Investments
17
Atria Investments
North Carolina
$883万 +$26.6万 +10,156 +3%
SPWM
18
Spartan Planning & Wealth Management
North Carolina
$823万 +$35.9万 +13,679 +5%
RGF
19
Retirement Guys Formula
Ohio
$785万 +$14.3万 +5,447 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$776万 +$27.1万 +10,316 +4%
Inspire Advisors
21
Inspire Advisors
Idaho
$753万 +$132万 +50,355 +22%
Ethos Financial Group
22
Ethos Financial Group
Pennsylvania
$702万 +$702万 +267,815 新規
JWCA
23
J.W. Cole Advisors
Florida
$568万 +$106万 +40,581 +24%
MSWA
24
Marshall & Sterling Wealth Advisors
New York
$506万 +$99.4万 +37,911 +25%
Stifel Financial
25
Stifel Financial
Missouri
$406万 +$45.6万 +17,401 +13%