ETF OPPORTUNITIES TRUST (HGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $8.4M | 268,585 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $8.1M | 258,597 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $2.6M | 82,586 | 0.00% | 4q | -1.9%-$50.9K |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 72,400 | 0.00% | new | NEW |
| Meridian Wealth Management, LLC | $2.0M | 63,912 | 0.06% | new | NEW |
| Generation Capital Management LLC | $1.2M | 39,750 | 0.76% | new | NEW |
| Haven Private, LLC | $1.2M | 37,908 | 0.45% | 3q | +17.5%+$176.6K |
| Insight Advisors, LLC/ PA | $1.2M | 37,184 | 0.21% | 4q | -1.5%-$17.9K |
| Copia Wealth Management | $1.0M | 33,317 | 0.63% | 3q | +18.2%+$161.0K |
| INTEGRITY ALLIANCE, LLC. | $914.2K | 29,161 | 0.03% | 2q | +99.9%+$456.8K |
| Persium Advisors, LLC | $808.8K | 25,800 | 0.26% | new | NEW |
| MML INVESTORS SERVICES, LLC | $633.2K | 20,196 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $618.1K | 19,716 | 0.00% | 2q | +7.9%+$45.5K |
| Stratos Wealth Advisors, LLC | $588.0K | 18,756 | 0.03% | 3q | -0.7%-$4.1K |
| JANE STREET GROUP, LLC | $467.2K | 14,903 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $444.0K | 14,189 | 0.00% | new | NEW |
| Game Plan Financial Advisors, LLC | $380.6K | 12,140 | 0.14% | 5q | -22.1%-$108.2K |
| BANK OF AMERICA CORP /DE/ | $313.5K | 10,000 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $310.8K | 9,914 | 0.01% | 3q | +38.1%+$85.7K |
| Realta Investment Advisors | $263.5K | 8,405 | 0.08% | 3q | -5.2%-$14.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $262.5K | 8,374 | 0.00% | 2q | -9.2%-$26.5K |
| Prostatis Group LLC | $226.3K | 7,217 | 0.05% | 3q | -10.5%-$26.6K |
| WNY Asset Management, LLC | $213.4K | 6,807 | 0.02% | new | NEW |
| Fortis Group Advisors, LLC | $212.7K | 6,786 | 0.03% | new | NEW |
| PRIVATE TRUST CO NA | $155.8K | 4,971 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $95.0K | 3,052 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $84.0K | 2,690 | 0.00% | 3q | +20.6%+$14.4K |
| Steward Partners Investment Advisory, LLC | $75.8K | 2,418 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $31.4K | 1,000 | 0.00% | 3q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $3.1K | 98 | 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 |
|---|---|---|---|
| 2026-07-08 | 13G | TRUIST FINANCIAL CORP | 6.3% |
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 | 30 | $35.1M | 1,120,832 | 16 | 6 | 7 | 0.0% |
| Q1 2026 | 18 | $12.1M | 433,902 | 5 | 9 | 1 | 0.0% |
| Q4 2025 | 16 | $8.1M | 284,130 | 12 | 4 | 0 | 0.0% |
| Q3 2025 | 5 | $2.7M | 98,375 | 3 | 2 | 0 | 0.0% |
| Q2 2025 | 2 | $706.1K | 26,980 | 2 | 0 | 0 | 0.0% |