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HECA ETF OPPORTUNITIES TRUST

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ETF (fund)

24 managers (24 13F filers) reported a position in HECA shares at 2025-12-31, 1,695,113 shares in all. 20 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
20
Added
4
Reduced
0
Sold out
2
Shares held by filers
1,695,113

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HighTower Advisors, LLC343,267$9.49M0.01%+221,78213F-HRTimeline
Private Advisor Group, LLC270,578$7.48M0.04%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)177,524$4.91M1.64%new13F-HRTimeline
CIBC WORLD MARKET INC.162,205$4.48M0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.153,228$4.24M2.58%new13F-HRTimeline
OneDigital Investment Advisors LLC130,470$3.61M0.04%+27,09013F-HRTimeline
WMG Financial Advisors, LLC123,735$3.42M1.41%new13F-HRTimeline
WESPAC Advisors, LLC75,160$2.08M1.13%new13F-HRTimeline
Stegent Equity Advisors, Inc.51,133$1.41M1.1%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,947$936K<0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA28,941$800K0.12%new13F-HRTimeline
Worth Asset Management, LLC24,667$682K0.29%new13F-HRTimeline
Game Plan Financial Advisors, LLC22,125$612K0.25%+13,72513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,036$554K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,869$439K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,577$403K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC11,473$317K<0.01%+3,81813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,901$274K<0.01%new13F-HRTimeline
Compass Ion Advisors, LLC8,963$248K0.02%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,535$236K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,945$220K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,040$28.8K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA750$21K<0.01%new13F-HRTimelineGroup
Copia Wealth Management44$1.22K<0.01%new13F-HRTimeline