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HEFT ETF OPPORTUNITIES TRUST

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HEDG FOUR TU ETF (fund)

24 managers (24 13F filers) reported a position in HEFT shares at 2026-06-30, 1,645,597 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
8
Added
5
Reduced
8
Sold out
1
Shares held by filers
1,645,597

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
FOURPATH CAPITAL MANAGEMENT, LLC1,157,091$30.7M4.04%+602,69813F-HRTimeline
HighTower Advisors, LLC118,955$3.15M<0.01%-107,44613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,203$1.97M<0.01%-222,91413F-HRTimelineGroup
GTS SECURITIES LLC64,228$1.7M0.04%-97113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.36,914$979K0.05%-4,03213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,816$764K<0.01%new13F-HRTimelineGroup
WMG Financial Advisors, LLC27,575$731K0.28%+4,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,810$711K<0.01%-15,84113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,546$624K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,610$387K<0.01%new13F-HRTimelineGroup
&PARTNERS14,089$374K<0.01%-73813F-HRTimeline
Crown Wealth Group, LLC13,880$368K0.09%-3,57013F-HRTimeline
OneDigital Investment Advisors LLC10,095$268K<0.01%+78213F-HRTimeline
MML INVESTORS SERVICES, LLC9,818$260K<0.01%new13F-HRTimeline
Slocum, Gordon & Co LLP9,016$239K0.16%-52013F-HRTimeline
Gunpowder Capital Management, LLC dba O…6,654$176K0.12%013F-HRTimeline
Game Plan Financial Advisors, LLC2,700$71.6K0.03%+1,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,391$64K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,000$53K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,170$31K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors665$17.6K0.01%+16513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC180$4.77K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99$2.62K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN92$2.44K<0.01%new13F-HRTimelineGroup