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

ETF OPPORTUNITIES TRUST

44 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 26923Q747·44 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
44
filers reporting
Concentration
32.57%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported HECA in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 32.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$43M1.5M0.11%Q1 202602
WNY Asset Management, LLC
CIK 0001803296
$21M711K2.12%Q1 202603
WMG Financial Advisors, LLC
CIK 0001906711
$13M465K4.78%Q2 202604
LPL Financial LLC
CIK 0001403438
$8M284K0.00%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$7M262K0.01%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$6M224K0.02%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M170K0.01%Q2 202608
Fortis Group Advisors, LLC
CIK 0001815183
$5M165K0.72%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$4M147K0.00%Q2 202610
Insight Advisors, LLC/ PA
CIK 0001844880
$4M145K0.70%Q2 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$4M142K0.03%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M69K0.00%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M65K0.00%Q2 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$2M61K0.00%Q2 202615
Persium Advisors, LLC
CIK 0002033683
$2M58K1.03%Q2 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M57K0.00%Q2 202617
BANK OF MONTREAL /CAN/
CIK 0000927971
$1M54K0.00%Q2 202618
Compass Ion Advisors, LLC
CIK 0001621100
$1M48K0.11%Q2 202619
GTS SECURITIES LLC
CIK 0001452765· Market maker
$964K35K0.02%Q2 202620
Meridian Wealth Management, LLC
CIK 0001697300
$852K31K0.03%Q2 2026
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