Latest imported 13F data
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, 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
3.6M shares
$161.7M
49 WEALTH MANAGEMENT, LLC
3.9M shares
$141.1M
CWM, LLC
4.2M shares
$107.1M
Alexis Investment Partners, LLC
2.7M shares
$97.3M

📊 Financials

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

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