HECA institutional holders

HEDGEYE CAPITAL ALLOCATION ETF · 13F, 2026Q2

Managers holding47
Shares held6,057,836
Reported value$165.4m
Quarter flows12 new, 17 added, 14 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cambridge Investment Research Advisors, Inc.1,802,737$49.2m0.1%
WNY Asset Management, LLC1,165,639$31.8m2.8%
WMG Financial Advisors, LLC465,102$12.7m4.8%
LPL Financial LLC283,635$7.7m0.0%
STIFEL FINANCIAL CORP262,460$7.2m0.0%
NewEdge Advisors, LLC224,036$6.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC170,081$4.6m0.0%
Fortis Group Advisors, LLC164,864$4.5m0.7%
HighTower Advisors, LLC147,389$4.0m0.0%
Insight Advisors, LLC/ PA145,196$4.0m0.7%
OneDigital Investment Advisors LLC141,752$3.9m0.0%
Ball & Co Wealth Management Inc.133,666$3.6m2.6%
HRT FINANCIAL LP132,887$3.6m0.0%
CITADEL ADVISORS LLC94,666$2.6m0.0%
ENVESTNET ASSET MANAGEMENT INC69,390$1.9m0.0%
BANK OF AMERICA CORP /DE/65,000$1.8m0.0%
TRUIST FINANCIAL CORP61,204$1.7m0.0%
Persium Advisors, LLC57,600$1.6m1.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP56,510$1.5m0.0%
BANK OF MONTREAL /CAN/54,409$1.5m0.0%
Compass Ion Advisors, LLC48,341$1.3m0.1%
GTS SECURITIES LLC35,311$963,9900.0%
Meridian Wealth Management, LLC31,195$851,6240.0%
Haven Private, LLC29,455$804,1220.3%
Wealthcare Advisory Partners LLC25,700$701,6100.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HECA"). HECA price history · All 13F data

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