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As of the latest SEC filings, SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD) is held by 2 institutional funds. The largest fund shareholder is TFA Quantitative Fund (TFAQX), holding an estimated $419,900.00 in market value, representing 0.70% of its portfolio.

Funds holding SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
HEGD
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
TFAQX
TFA Quantitative Fund
MF Independent / Boutique 0.70% $419,900.00 17,000 Mar 31, 2026 Jun 1, 2026
TFAFX
Tactical Growth Allocation Fund
MF Independent / Boutique 0.52% $190,190.00 7,700 Mar 31, 2026 Jun 1, 2026
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