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HGRO ETF OPPORTUNITIES TRUST

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ETF (fund)

30 managers (30 13F filers) reported a position in HGRO shares at 2026-06-30, 1,061,874 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
16
Added
5
Reduced
8
Sold out
3
Shares held by filers
1,061,874

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
LPL Financial LLC268,585$8.42M<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP258,597$8.11M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC82,586$2.59M<0.01%-1,62513F-HRTimeline
Meridian Wealth Management, LLC63,912$2M0.06%new13F-HRTimeline
Generation Capital Management LLC39,750$1.25M0.76%new13F-HRTimeline
Haven Private, LLC37,908$1.19M0.45%+5,63313F-HRTimeline
Insight Advisors, LLC/ PA37,184$1.17M0.21%-57013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,200$1.13M<0.01%new13F-HRTimelineGroup
Copia Wealth Management33,317$1.04M0.63%+5,13713F-HRTimeline
INTEGRITY ALLIANCE, LLC.29,161$914K0.03%+14,57213F-HRTimeline
MML INVESTORS SERVICES, LLC20,196$633K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,756$588K0.03%-13013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,903$467K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP14,189$444K<0.01%new13F-HRTimeline
Persium Advisors, LLC12,900$404K0.26%new13F-HR/ATimeline
Game Plan Financial Advisors, LLC12,140$381K0.14%-3,45013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,000$314K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC9,914$311K0.01%+2,73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,858$309K<0.01%-8,40713F-HRTimelineGroup
Realta Investment Advisors8,405$263K0.08%-46013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,374$263K<0.01%-84413F-HRTimeline
Prostatis Group LLC7,217$226K0.05%-84713F-HRTimeline
WNY Asset Management, LLC6,807$213K0.02%new13F-HRTimeline
Fortis Group Advisors, LLC6,786$213K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA4,971$156K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,052$95K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,690$84K<0.01%+46013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,418$75.8K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$31.4K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC98$3.07K<0.01%new13F-HRTimeline