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HEFT ETF OPPORTUNITIES TRUST

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HEDG FOUR TU ETF (fund)

18 managers (18 13F filers) reported a position in HEFT shares at 2026-03-31, 1,324,092 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
17
Added
1
Reduced
0
Sold out
1
Shares held by filers
1,324,092

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
FOURPATH CAPITAL MANAGEMENT, LLC554,393$14.8M2.12%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP297,117$7.94M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC226,401$6.03M0.01%new13F-HRTimeline
GTS SECURITIES LLC65,199$1.74M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,651$1.14M<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.40,946$1.09M0.06%new13F-HRTimelineGroup
WMG Financial Advisors, LLC23,575$628K0.26%new13F-HRTimeline
Crown Wealth Group, LLC17,450$465K0.14%new13F-HRTimeline
&PARTNERS14,827$395K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,150$297K0.04%new13F-HRTimeline
Slocum, Gordon & Co LLP9,536$254K0.17%new13F-HRTimeline
OneDigital Investment Advisors LLC9,313$248K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…6,654$177K0.13%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,000$53.2K<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC1,700$45.3K0.02%+70013F-HRTimeline
CWM, LLCin group CWM, LLC500$13.3K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors500$13.3K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC180$4.79K<0.01%new13F-HRTimeline