ETF OPPORTUNITIES TRUST (HECA)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
43
Reporting holders
$110.2M
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | $31.8M | 1,165,639 | 2.84% | 2q | +64.0%+$12.4M |
| WMG Financial Advisors, LLC | $12.7M | 465,102 | 4.78% | 3q | +18.6%+$2.0M |
| LPL Financial LLC | $7.7M | 283,635 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $7.2M | 262,460 | 0.01% | 2q | +169.6%+$4.5M |
| NewEdge Advisors, LLC | $6.1M | 224,036 | 0.02% | 4q | -41.4%-$4.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 170,081 | 0.01% | 3q | +7.3%+$314.6K |
| Fortis Group Advisors, LLC | $4.5M | 164,864 | 0.72% | 2q | +102.4%+$2.3M |
| HighTower Advisors, LLC | $4.0M | 147,389 | 0.00% | 4q | -72.1%-$10.4M |
| Insight Advisors, LLC/ PA | $4.0M | 145,196 | 0.70% | 3q | +30.8%+$934.2K |
| OneDigital Investment Advisors LLC | $3.9M | 141,752 | 0.03% | 4q | +2.7%+$100.0K |
| Persium Advisors, LLC | $3.1M | 115,200 | 1.03% | new | NEW |
| CITADEL ADVISORS LLC | $2.6M | 94,666 | 0.00% | 2q | +277.4%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 69,390 | 0.00% | 3q | -72.5%-$5.0M |
| BANK OF AMERICA CORP /DE/ | $1.8M | 65,000 | 0.00% | 2q | HELD |
| TRUIST FINANCIAL CORP | $1.7M | 61,204 | 0.00% | 2q | -90.4%-$15.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 56,510 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $1.5M | 54,409 | 0.00% | 2q | +54.0%+$520.8K |
| Compass Ion Advisors, LLC | $1.3M | 48,341 | 0.11% | 3q | -19.9%-$328.4K |
| GTS SECURITIES LLC | $964.0K | 35,311 | 0.02% | new | NEW |
| Meridian Wealth Management, LLC | $851.6K | 31,195 | 0.03% | new | NEW |
| Haven Private, LLC | $804.1K | 29,455 | 0.31% | new | NEW |
| Wealthcare Advisory Partners LLC | $701.6K | 25,700 | 0.01% | 2q | +38.5%+$194.9K |
| JANE STREET GROUP, LLC | $651.0K | 23,848 | 0.00% | new | NEW |
| Sigma Planning Corp | $580.5K | 21,265 | 0.01% | 2q | +174.7%+$369.2K |
| Game Plan Financial Advisors, LLC | $482.2K | 17,664 | 0.18% | 4q | -56.0%-$612.9K |
| PRIVATE TRUST CO NA | $388.5K | 14,231 | 0.03% | new | NEW |
| Ergawealth Advisors, Inc. | $331.9K | 12,159 | 0.13% | 2q | +6.1%+$19.1K |
| FWG Holdings, LLC | $317.3K | 11,627 | 0.11% | 2q | -90.0%-$2.9M |
| &PARTNERS | $301.6K | 11,047 | 0.00% | 2q | -58.1%-$418.7K |
| MML INVESTORS SERVICES, LLC | $299.1K | 10,956 | 0.00% | 3q | +27.2%+$64.0K |
| Brookwood Investment Group LLC | $275.7K | 10,098 | 0.03% | 2q | -16.7%-$55.3K |
| Panoramic Capital Partners, LLC | $263.7K | 9,661 | 0.12% | new | NEW |
| Stratos Wealth Advisors, LLC | $233.7K | 8,559 | 0.01% | 3q | -4.6%-$11.2K |
| Mowery & Schoenfeld Wealth Management, LLC | $213.2K | 7,811 | 0.29% | 2q | -88.5%-$1.6M |
| Fiscal Wisdom Wealth Management, LLC | $201.6K | 7,385 | 0.17% | 2q | -15.9%-$38.2K |
| Farther Finance Advisors, LLC | $170.5K | 6,246 | 0.00% | 2q | -18.1%-$37.6K |
| Qube Research & Technologies Ltd | $55.6K | 2,036 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $49.2K | 1,802,737 | 0.06% | 2q | +22.0%+$8.9K |
| Realta Investment Advisors | $39.9K | 1,460 | 0.01% | 2q | +484.0%+$33.0K |
| ROYAL BANK OF CANADA | $29.0K | 1,065 | 0.00% | 3q | +6.5%+$1.8K |
| OSAIC HOLDINGS, INC. | $28.4K | 1,040 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7K | 170 | 0.00% | new | NEW |
| UBS Group AG | $4.0K | 147 | 0.00% | 2q | -74.1%-$11.5K |
| Ball & Co Wealth Management Inc. | $3.6K | 133,666 | 2.59% | new | NEW |
| HRT FINANCIAL LP | $3.6K | 132,887 | 0.01% | 2q | +873.5%+$3.3K |
| Copia Wealth Management | $1.2K | 44 | 0.00% | 3q | HELD |
| PHILADELPHIA TRUST CO | $303 | 11,092 | 0.02% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $110.2M | 4,035,054 | 11 | 15 | 14 | 0.0% |
| Q1 2026 | 51 | $146.3M | 5,073,497 | 29 | 16 | 3 | 0.0% |
| Q4 2025 | 24 | $46.9M | 1,695,113 | 20 | 4 | 0 | 0.0% |
| Q3 2025 | 7 | $7.4M | 272,166 | 7 | 0 | 0 | 0.0% |