# LISTED FDS TR SWAN HEDGED EQTY

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.

## Summary

- Issuer: LISTED FDS TR
- Class: SWAN HEDGED EQTY
- CUSIP: 53656F599
- 13F holders: 83
- 13F value: $576.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 83 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| CWM, LLC | OMAHA, NE | $113.3M | 4,586,482 |
| [Taylor Securities Services, Inc.](https://search.stillhousedata.com/firm/304070) | HARRISBURG, PA | $53.3M | 2,156,924 |
| Blueprint Investment Partners LLC | GREENSBORO, NC | $44.2M | 1,658,700 |
| [Swan Global Investments, LLC](https://search.stillhousedata.com/firm/114669) | DURANGO, CO | $39.3M | 1,592,181 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/108541) | PLANO, TX | $20.0M | 751,283 |
| Blueprint Financial Advisors LLC | GREENSBOTO, NC | $18.9M | 764,899 |
| [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144594) | Stamford, CT | $17.9M | 726,168 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON, NJ | $16.8M | 630,722 |
| [Financial Designs Corp](https://search.stillhousedata.com/firm/14829) | CLAREMONT, CA | $16.2M | 607,632 |
| [Beacon Pointe Advisors, LLC](https://search.stillhousedata.com/firm/119290) | NEWPORT BEACH, CA | $14.7M | 593,152 |
| Avior Wealth Management, LLC | OMAHA, NE | $14.2M | 533,624 |
| [Vantage Financial Partners, LLC](https://search.stillhousedata.com/firm/315828) | ELM GROVE, WI | $12.0M | 477,957 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F599.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.