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Disclosery

HECA ETF OPPORTUNITIES TRUST

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ETF (fund)

47 managers (47 13F filers) reported a position in HECA shares at 2026-06-30, 6,057,836 shares in all. 12 filers opened a position and 20 filers sold out during the quarter.

Managers
47
13F filers
47
New
12
Added
17
Reduced
14
Sold out
20
Shares held by filers
6,057,836

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambridge Investment Research Advisors,…1,802,737$49.2M0.11%+324,90113F-HR/ATimeline
WNY Asset Management, LLC1,165,639$31.8M2.85%+454,83713F-HRTimeline
WMG Financial Advisors, LLC465,102$12.7M4.78%+72,88913F-HRTimeline
LPL Financial LLC283,635$7.74M<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP262,460$7.17M0.01%+165,09813F-HRTimelineGroup
NewEdge Advisors, LLC224,036$6.12M0.02%-158,01813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC170,081$4.64M0.01%+11,52413F-HRTimeline
Fortis Group Advisors, LLC164,864$4.5M0.72%+83,42513F-HRTimeline
HighTower Advisors, LLC147,389$4.02M<0.01%-381,48413F-HRTimeline
Insight Advisors, LLC/ PA145,196$3.96M0.7%+34,22013F-HRTimeline
OneDigital Investment Advisors LLC141,752$3.87M0.03%+3,66213F-HRTimeline
Ball & Co Wealth Management Inc.133,666$3.65M2.59%new13F-HRTimeline
HRT FINANCIAL LP132,887$3.63M0.01%+119,23713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,666$2.58M<0.01%+69,58413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,390$1.89M<0.01%-182,96713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,000$1.77M<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,204$1.67M<0.01%-578,22313F-HRTimelineGroup
Persium Advisors, LLC57,600$1.57M1.03%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,510$1.54M<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,409$1.49M<0.01%+19,07813F-HRTimelineGroup
Compass Ion Advisors, LLC48,341$1.32M0.11%-12,02813F-HRTimeline
GTS SECURITIES LLC35,311$964K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC31,195$852K0.03%new13F-HRTimeline
Haven Private, LLC29,455$804K0.31%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,700$702K0.01%+7,13913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,848$651K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp21,265$581K0.01%+13,52513F-HRTimeline
Game Plan Financial Advisors, LLC17,664$482K0.18%-22,45013F-HRTimeline
PRIVATE TRUST CO NA14,231$389K0.03%new13F-HRTimeline
Ergawealth Advisors, Inc.12,159$332K0.13%+70013F-HRTimeline
FWG Holdings, LLC11,627$317K0.11%-104,55113F-HRTimeline
PHILADELPHIA TRUST CO11,092$303K0.02%013F-HRTimeline
&PARTNERS11,047$302K<0.01%-15,33813F-HRTimeline
MML INVESTORS SERVICES, LLC10,956$299K<0.01%+2,34613F-HRTimeline
Brookwood Investment Group LLC10,098$276K0.03%-2,02613F-HRTimeline
Panoramic Capital Partners, LLC9,661$264K0.12%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,559$234K0.01%-41013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …7,811$213K0.29%-60,27413F-HRTimeline
Fiscal Wisdom Wealth Management, LLC7,385$202K0.17%-1,40013F-HRTimeline
Farther Finance Advisors, LLC6,246$171K<0.01%-1,37613F-HRTimeline
Qube Research & Technologies Ltd2,036$55.6K<0.01%new13F-HRTimeline
Realta Investment Advisors1,460$39.9K0.01%+1,21013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,065$29K<0.01%+6513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,040$28.4K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…170$4.65K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG147$4.01K<0.01%-42113F-HRTimelineGroup
Copia Wealth Management44$1.2K<0.01%013F-HRTimeline