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Equable Shares HDG Eqty ETF (HEDG)

CUSIP: 81752T411 | NYSE | 51 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

Enzi Wealth599,259
5.6% of portfolio›$18.6M
Elevation Point Wealth Partners, LLC587,979
0.3% of portfolio›$18.1M
Platform Technology Partners300,702
1.5% of portfolio›$9.2M
Planned Solutions, Inc.231,831
2.0% of portfolio›$7.1M
Vise Technologies, Inc.116,913
0.0% of portfolio›$3.6M
Chapin Davis, Inc.94,178
0.6% of portfolio›$2.9M
Murphy, Middleton, Hinkle & Parker, Inc.92,945
1.2% of portfolio›$2.9M
Magnus Financial Group LLC70,529
0.1% of portfolio›$2.2M
Commonwealth Equity Services, LLC65,846
0.0% of portfolio›$2.0M
Oppenheimer & Co Inc65,340
0.0% of portfolio›$2.0M
Kestra Advisory Services, LLC36,496
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC30,658
0.0% of portfolio›$942.0K
StyleTurnoverLocationFiled
Enzi Wealth
599,259$18.6M5.6%ETFMediumAustin, TX2026-10-14
Elevation Point Wealth Partners, LLC
587,979$18.1M0.3%CoreHighDenver, CO2026-11-05
Platform Technology Partners
300,702$9.2M1.5%CoreVery LowLocust Valley, NY2026-11-02
Planned Solutions, Inc.
231,831$7.1M2.0%ETFLowFolsom, CA2026-10-19
Vise Technologies, Inc.
116,913$3.6M0.0%IndexLowNew York, NY2026-10-29
Chapin Davis, Inc.
94,178$2.9M0.6%GrowthHighBaltimore, MD2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
92,945$2.9M1.2%CoreVery HighThomasville, GA2026-10-15
Magnus Financial Group LLC
70,529$2.2M0.1%ETFLowNew York, NY2026-10-21
Commonwealth Equity Services, LLC
65,846$2.0M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
65,340$2.0M0.0%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
36,496$1.1M0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
30,658$942.0K0.0%IndexLowSan Francisco, CA2026-10-08