ETF OPPORTUNITIES TRUST (HGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
29
Reporting holders
$33.2M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 36,200 | 0.00% | new | NEW |
| 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 |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $309.0K | 9,858 | 0.00% | 2q | -46.0%-$263.6K |
| 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 |
| HRT FINANCIAL LP | $444 | 14,189 | 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 | 29 | $33.2M | 1,060,585 | 15 | 5 | 8 | 0.0% |
| Q1 2026 | 18 | $12.1M | 433,902 | 5 | 9 | 1 | 0.0% |
| Q4 2025 | 14 | $7.1M | 249,727 | 11 | 3 | 0 | 0.0% |
| Q3 2025 | 4 | $2.3M | 85,022 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 2 | $706.1K | 26,980 | 2 | 0 | 0 | 0.0% |