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Taylor Securities Services’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Taylor Securities Services’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.9M Buy
2,360,663
+203,739
+9% +$5.34M 25.59% 1
2026
Q1 		$53.3M Buy
2,156,924
+172,590
+9% +$4.36M 24.87% 1
2025
Q4 		$50M Buy
+1,984,334
New +$50.1M 22.82% 1

Other funds holding HEGD

BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Taylor Securities Services's HEGD Position: Q2 2026 in Review

Taylor Securities Services increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 9.4% in Q2 2026, buying an estimated $5.34M and bringing the position to 2,360,663 shares worth $62.9M. The position accounts for 25.59% of the portfolio, ranked #1.

Taylor Securities Services first reported a position in HEGD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Taylor Securities Services held 2,360,663 shares of Swan Hedged Equity US Large Cap ETF worth $62.9M as of Q2 2026.
  • Taylor Securities Services bought 203,739 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $5.34M.
  • Swan Hedged Equity US Large Cap ETF made up 25.59% of Taylor Securities Services's portfolio in Q2 2026, its #1 holding.
  • Taylor Securities Services first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.