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Disclosery

HECA ETF OPPORTUNITIES TRUST

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ETF (fund)

55 managers (55 13F filers) reported a position in HECA shares at 2026-03-31, 6,958,129 shares in all. 31 filers opened a position and 1 filer sold out during the quarter.

Managers
55
13F filers
55
New
31
Added
18
Reduced
3
Sold out
1
Shares held by filers
6,958,129

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cambridge Investment Research Advisors,…1,477,836$42.7M0.11%new13F-HRTimeline
WNY Asset Management, LLC710,802$20.5M2.12%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP639,427$18.5M0.02%new13F-HRTimelineGroup
HighTower Advisors, LLC528,873$15.3M0.02%+185,60613F-HRTimeline
WMG Financial Advisors, LLC392,213$11.3M4.72%+268,47813F-HRTimeline
NewEdge Advisors, LLC382,054$11M0.04%+370,58113F-HR/ATimeline
Spectrum Asset Management, Inc. (NB/CA)346,494$10M3.18%+168,97013F-HRTimeline
Private Advisor Group, LLC270,695$7.81M0.04%+11713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC252,357$7.29M<0.01%+244,41213F-HRTimelineGroup
Reyes Financial Architecture, Inc.244,463$7.06M5.77%+91,23513F-HRTimeline
CIBC WORLD MARKET INC.186,131$5.37M0.01%+23,92613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC158,557$4.58M0.01%+148,65613F-HRTimeline
OneDigital Investment Advisors LLC138,090$3.99M0.04%+7,62013F-HRTimeline
FWG Holdings, LLC116,178$3.32M1.25%new13F-HRTimeline
Insight Advisors, LLC/ PA110,976$3.2M0.61%+82,03513F-HRTimeline
WESPAC Advisors, LLC98,477$2.84M1.56%+23,31713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,362$2.81M<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC81,439$2.26M0.37%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …68,085$1.97M3%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,000$1.88M<0.01%new13F-HRTimelineGroup
Ferguson Shapiro LLC62,500$1.8M0.55%new13F-HRTimeline
Compass Ion Advisors, LLC60,369$1.74M0.17%+51,40613F-HRTimeline
Stegent Equity Advisors, Inc.54,468$1.57M1.34%+3,33513F-HRTimeline
RFG Advisory, LLC43,584$1.26M0.02%new13F-HRTimeline
Game Plan Financial Advisors, LLC40,114$1.16M0.52%+17,98913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,331$1.02M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,824$854K<0.01%-3,12313F-HRTimeline
&PARTNERS26,385$762K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,082$724K<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC23,592$681K0.25%-1,07513F-HRTimeline
W1M Asset Management Ltd22,597$654K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,561$536K0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC16,315$471K0.01%+44613F-HRTimelineGroup
HRT FINANCIAL LP13,650$394K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC12,124$350K0.04%new13F-HRTimeline
Ergawealth Advisors, Inc.11,459$331K0.15%new13F-HRTimeline
PHILADELPHIA TRUST CO11,092$320K0.02%new13F-HRTimeline
South Shore Capital Advisors9,500$274K0.2%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT9,463$273K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,969$259K0.02%+43413F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC8,785$254K0.24%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,610$249K<0.01%-5,96713F-HRTimeline
Sigma Planning Corp7,740$223K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,622$218K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC7,200$208K<0.01%new13F-HRTimeline
Advisory Services Network, LLC7,200$208K<0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,900$141K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,000$57.7K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,040$30K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$29K<0.01%+25013F-HRTimelineGroup
UBS Group AGin group UBS Group AG568$16.4K<0.01%new13F-HRTimelineGroup
Destiny Wealth Partners, LLC350$10.1K<0.01%new13F-HRTimeline
Larson Financial Group LLC332$9.59K<0.01%new13F-HRTimeline
Realta Investment Advisors250$7.22K<0.01%new13F-HRTimeline
Copia Wealth Management44$1.27K<0.01%013F-HRTimeline