ETF OPPORTUNITIES TRUST (HEFT)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
24
Reporting holders
$43.6M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | $30.7M | 1,157,091 | 4.04% | 2q | +108.7%+$16.0M |
| HighTower Advisors, LLC | $3.2M | 118,955 | 0.00% | 2q | -47.5%-$2.8M |
| TRUIST FINANCIAL CORP | $2.0M | 74,203 | 0.00% | 2q | -75.0%-$5.9M |
| GTS SECURITIES LLC | $1.7M | 64,228 | 0.04% | 2q | -1.5%-$25.8K |
| Essex Financial Services, Inc. | $979.0K | 36,914 | 0.05% | 2q | -9.8%-$106.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $764.2K | 28,816 | 0.00% | new | NEW |
| WMG Financial Advisors, LLC | $731.3K | 27,575 | 0.28% | 2q | +17.0%+$106.1K |
| ENVESTNET ASSET MANAGEMENT INC | $711.0K | 26,810 | 0.00% | 2q | -37.1%-$420.1K |
| CITADEL ADVISORS LLC | $624.4K | 23,546 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $387.5K | 14,610 | 0.00% | new | NEW |
| &PARTNERS | $373.6K | 14,089 | 0.00% | 2q | -5.0%-$19.6K |
| Crown Wealth Group, LLC | $368.1K | 13,880 | 0.09% | 2q | -20.5%-$94.7K |
| OneDigital Investment Advisors LLC | $267.7K | 10,095 | 0.00% | 2q | +8.4%+$20.7K |
| MML INVESTORS SERVICES, LLC | $260.4K | 9,818 | 0.00% | new | NEW |
| Slocum, Gordon & Co LLP | $239.1K | 9,016 | 0.16% | 2q | -5.5%-$13.8K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $176.5K | 6,654 | 0.12% | 2q | HELD |
| Game Plan Financial Advisors, LLC | $71.6K | 2,700 | 0.03% | 3q | +58.8%+$26.5K |
| ROYAL BANK OF CANADA | $64.0K | 2,391 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $53.0K | 2,000 | 0.00% | 2q | HELD |
| UBS Group AG | $31.0K | 1,170 | 0.00% | new | NEW |
| Realta Investment Advisors | $17.6K | 665 | 0.01% | 2q | +33.0%+$4.4K |
| HIGHLINE WEALTH PARTNERS LLC | $4.8K | 180 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $2.6K | 99 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.4K | 92 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-10 | 13G/A | TRUIST FINANCIAL CORP | 2.0% |
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 | 24 | $43.6M | 1,645,597 | 8 | 5 | 8 | 0.0% |
| Q1 2026 | 18 | $35.3M | 1,324,092 | 17 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $515.5K | 20,390 | 2 | 0 | 0 | 0.0% |