HEGD

LISTED FDS TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

LISTED FDS TR (HEGD) is held by 332 institutional investors with combined holdings of $1.7B. Major holders include OXFORD FINANCIAL GROUP, L, JPMORGAN CHASE & CO (JPM, 49 WEALTH MANAGEMENT, LLC.

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Institutional Holders

332

Total Value

$1.7B

Ownership %

—

🏦 Top Institutional Holders

OXFORD FINANCIAL GROUP, LTD. LLC

4.0M shares

$176.7M

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)

3.6M shares

$161.7M

49 WEALTH MANAGEMENT, LLC

Alexis Investment Partners, LLC

2.7M shares

$97.3M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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