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LPL Financial LLC

Position in HEGD — Swan Hedged Equity US Large Cap ETF

CIK 1403438 FORT MILL, SC

Position in HEGD

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$40,492,834
+$5,601,614 QoQ
Shares Held
1,518,861
+7.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 48 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HEGD Over Time

Shares Held

Position Value (USD)

All Filings in HEGD

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,492,834 1,518,861
2026-03-31 $34,891,220 1,412,600
2025-12-31 $32,214,951 1,277,864
2025-09-30 $27,530,594 1,104,759
2025-06-30 $22,434,792 954,672
2025-03-31 $21,948,289 1,002,205
2024-12-31 $22,457,478 1,002,566
2024-09-30 $19,767,636 888,034
2024-06-30 $15,282,856 718,517
2024-03-31 $11,176,828 539,162
2023-12-31 $1,008,637 51,672
2023-09-30 $756,772 41,776
2023-06-30 $513,328 27,740
2023-03-31 $503,938 28,641
2022-12-31 $491,193 28,616
2022-09-30 $488,253 29,023
2022-06-30 $472,451 27,726