13F Insight
DOSSIER · 13F Holders · Q2 2026
HEFT

HEDGEYE FOURTH TURNING ETF

17 institutions still hold HEDGEYE FOURTH TURNING ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923Q416·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$51M
visible holders
Holders
17
filers reporting
Concentration
60.03%
FOURPATH CAPITAL MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported HEFT in Q2 2026. FOURPATH CAPITAL MANAGEMENT, LLC leads at 60.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FOURPATH CAPITAL MANAGEMENT, LLC
CIK 0001894484
$31M1.2M4.04%Q2 202602
TRUIST FINANCIAL CORP
CIK 0000092230
$8M297K0.01%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$6M226K0.01%Q1 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M65K0.06%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M43K0.00%Q1 202606
Essex Financial Services, Inc.
CIK 0001315785
$1M41K0.06%Q1 202607
WMG Financial Advisors, LLC
CIK 0001906711
$731K28K0.28%Q2 202608
&PARTNERS
CIK 0000107136
$395K15K0.00%Q1 202609
BENJAMIN EDWARDS INC
CIK 0001451623
$387K15K0.00%Q2 202610
Crown Wealth Group, LLC
CIK 0001845698
$368K14K0.09%Q2 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$248K9K0.00%Q1 202612
Slocum, Gordon & Co LLP
CIK 0001993325
$239K9K0.16%Q2 202613
BANK OF MONTREAL /CAN/
CIK 0000927971
$53K2K0.00%Q1 202614
Game Plan Financial Advisors, LLC
CIK 0001802952
$45K2K0.02%Q1 202615
Realta Investment Advisors
CIK 0001776792
$18K6650.01%Q2 202616
CWM, LLC
CIK 0001535847
$13K5000.00%Q1 202617
HIGHLINE WEALTH PARTNERS LLC
CIK 0002042654
$5K1800.00%Q2 2026