LISTED FDS TR SWAN HEDGED EQTY is a security (CUSIP 53656F599) tracked across SEC portfolio filings. 83 institutional managers reported $576.3M on Form 13F as of 2026-06-30.
Showing 15 of 83 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CWM, LLC | OMAHA, NE | $113.3M | 4,586,482 |
| Taylor Securities Services, Inc. | HARRISBURG, PA | $53.3M | 2,156,924 |
| Blueprint Investment Partners LLC | GREENSBORO, NC | $44.2M | 1,658,700 |
| Swan Global Investments, LLC | DURANGO, CO | $39.3M | 1,592,181 |
| LPL Financial LLC | FORT MILL, SC | $34.9M | 1,412,600 |
| NewEdge Advisors, LLC | New Orleans, LA | $34.8M | 1,408,127 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $22.5M | 845,273 |
| Legacy CG, LLC | PLANO, TX | $20.0M | 751,283 |
| Blueprint Financial Advisors LLC | GREENSBOTO, NC | $18.9M | 764,899 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Stamford, CT | $17.9M | 726,168 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON, NJ | $16.8M | 630,722 |
| Financial Designs Corp | CLAREMONT, CA | $16.2M | 607,632 |
| Beacon Pointe Advisors, LLC | NEWPORT BEACH, CA | $14.7M | 593,152 |
| Avior Wealth Management, LLC | OMAHA, NE | $14.2M | 533,624 |
| Vantage Financial Partners, LLC | ELM GROVE, WI | $12.0M | 477,957 |