13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
HECA

ETF OPPORTUNITIES TRUST

54 institutions still hold ETF OPPORTUNITIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923Q747·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.8%
vs prior quarter
13F value held
$143M
50.0% inst. owned
of float
Holders
54
-77 QoQ
filers reporting
Activity
+95 / −43
+966 added · −766 reduced
this quarter
Concentration
14.37%
WNY Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported HECA in Q1 2026. WNY Asset Management, LLC leads at 14.4% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WNY Asset Management, LLC
CIK 0001803296
$21M711K2.12%Q1 202602
TRUIST FINANCIAL CORP
CIK 0000092230
$18M639K0.02%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$15M529K0.02%Q1 202604
WMG Financial Advisors, LLC
CIK 0001906711
$11M392K4.72%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$11M382K0.04%Q1 202606
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$10M346K3.18%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$8M271K0.04%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M252K0.00%Q1 202609
Reyes Financial Architecture, Inc.
CIK 0002047201
$7M244K5.77%Q1 202610
CIBC WORLD MARKET INC.
CIK 0001421224
$5M186K0.01%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M159K0.01%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$4M138K0.04%Q1 202613
FWG Holdings, LLC
CIK 0001862067
$3M116K1.25%Q1 202614
Insight Advisors, LLC/ PA
CIK 0001844880
$3M111K0.61%Q1 202615
WESPAC Advisors, LLC
CIK 0001484540
$3M98K1.56%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$3M97K0.00%Q1 202617
Fortis Group Advisors, LLC
CIK 0001815183
$2M81K0.37%Q1 202618
Mowery & Schoenfeld Wealth Management, LLC
CIK 0002019946
$2M68K3.00%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M65K0.00%Q1 202620
Ferguson Shapiro LLC
CIK 0001767433
$2M63K0.55%Q1 2026
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