ETF OPPORTUNITIES TRUST (HELS)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
9
Reporting holders
$2.9M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.5M | 60,000 | 0.00% | 2q | HELD |
| GTS SECURITIES LLC | $637.3K | 25,422 | 0.01% | 2q | -70.5%-$1.5M |
| HighTower Advisors, LLC | $396.1K | 15,800 | 0.00% | 2q | -3.7%-$15.0K |
| Farther Finance Advisors, LLC | $210.4K | 8,393 | 0.00% | 3q | -38.3%-$130.5K |
| BANK OF MONTREAL /CAN/ | $58.3K | 2,324 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $37.6K | 1,500 | 0.00% | 3q | HELD |
| UBS Group AG | $5.2K | 209 | 0.00% | 2q | +54.8%+$1.9K |
| Game Plan Financial Advisors, LLC | $5.0K | 200 | 0.00% | 3q | HELD |
| Copia Wealth Management | $1.3K | 50 | 0.00% | 3q | 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 | 9 | $2.9M | 113,898 | 0 | 1 | 3 | 0.0% |
| Q1 2026 | 11 | $4.9M | 207,797 | 6 | 1 | 1 | 0.0% |
| Q4 2025 | 7 | $2.1M | 85,654 | 7 | 0 | 0 | 0.0% |