# ETF OPPORTUNITIES TRUST (HEFT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEFT/

- Reporting holders: 24
- Reported value: $45.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FOURPATH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1894484-fourpath-capital-management-llc/) | $30.7M | 1,157,091 | 4.0% | 2 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $3.2M | 118,955 | 0.0% | 2 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $2.0M | 74,203 | 0.0% | 2 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $1.7M | 64,228 | 0.0% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.4M | 53,620 | 0.0% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.2M | 47,092 | 0.0% | 1 |
| [Essex Financial Services, Inc.](https://holderbook.com/funds/1315785-essex-financial-services-inc/) | $979.0K | 36,914 | 0.0% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $764.2K | 28,816 | 0.0% | 1 |
| [WMG Financial Advisors, LLC](https://holderbook.com/funds/1906711-wmg-financial-advisors-llc/) | $731.3K | 27,575 | 0.3% | 2 |
| [BENJAMIN EDWARDS INC](https://holderbook.com/funds/1451623-benjamin-edwards-inc/) | $387.5K | 14,610 | 0.0% | 1 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $373.6K | 14,089 | 0.0% | 2 |
| [Crown Wealth Group, LLC](https://holderbook.com/funds/1845698-crown-wealth-group-llc/) | $368.1K | 13,880 | 0.1% | 2 |
| [OneDigital Investment Advisors LLC](https://holderbook.com/funds/1690370-onedigital-investment-advisors-llc/) | $267.7K | 10,095 | 0.0% | 2 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $260.4K | 9,818 | 0.0% | 1 |
| [Slocum, Gordon & Co LLP](https://holderbook.com/funds/1993325-slocum-gordon-co-llp/) | $239.1K | 9,016 | 0.2% | 2 |
| [Gunpowder Capital Management, LLC dba Oliver Wealth Management](https://holderbook.com/funds/2114795-gunpowder-capital-management-llc-dba-oliver-wealth-managemen/) | $176.5K | 6,654 | 0.1% | 2 |
| [Game Plan Financial Advisors, LLC](https://holderbook.com/funds/1802952-game-plan-financial-advisors-llc/) | $71.6K | 2,700 | 0.0% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $64.0K | 2,391 | 0.0% | 1 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $53.0K | 2,000 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $31.0K | 1,170 | 0.0% | 1 |
| [Realta Investment Advisors](https://holderbook.com/funds/1776792-realta-investment-advisors/) | $17.6K | 665 | 0.0% | 2 |
| [HIGHLINE WEALTH PARTNERS LLC](https://holderbook.com/funds/2042654-highline-wealth-partners-llc/) | $4.8K | 180 | 0.0% | 2 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $2.6K | 99 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $2.4K | 92 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $45.0M |
| Q1 2026 | 18 | $35.3M |
| Q4 2025 | 2 | $515.5K |