DOSSIER · 13F Holders · Q2 2026
HGRO

ETF OPPORTUNITIES TRUST

30 institutions still hold ETF OPPORTUNITIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923Q739·30 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$32M
visible holders
Holders
30
filers reporting
Concentration
26.44%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported HGRO in Q2 2026. LPL Financial LLC leads at 26.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$8M269K0.00%Q2 2026
02
TRUIST FINANCIAL CORP
CIK 0000092230
$8M259K0.01%Q2 2026
03
HighTower Advisors, LLC
CIK 0001462245
$3M83K0.00%Q2 2026
04
Meridian Wealth Management, LLC
CIK 0001697300
$2M64K0.06%Q2 2026
05
Generation Capital Management LLC
CIK 0002054384
$1M40K0.76%Q2 2026
06
Haven Private, LLC
CIK 0002053665
$1M38K0.45%Q2 2026
07
Insight Advisors, LLC/ PA
CIK 0001844880
$1M37K0.21%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M36K0.00%Q2 2026
09
Copia Wealth Management
CIK 0002058771
$1M33K0.63%Q2 2026
10
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$914K29K0.03%Q2 2026
11
MML INVESTORS SERVICES, LLC
CIK 0000701059
$633K20K0.00%Q2 2026
12
Stratos Wealth Advisors, LLC
CIK 0001707202
$588K19K0.03%Q2 2026
13
CWM, LLC
CIK 0001535847
$565K20K0.00%Q1 2026
14
Persium Advisors, LLC
CIK 0002033683
$404K13K0.26%Q2 2026
15
Game Plan Financial Advisors, LLC
CIK 0001802952
$381K12K0.14%Q2 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$314K10K0.00%Q2 2026
17
Belpointe Asset Management LLC
CIK 0001721242
$311K10K0.01%Q2 2026
18
CITADEL ADVISORS LLC
CIK 0001423053
$309K10K0.00%Q2 2026
19
Realta Investment Advisors
CIK 0001776792
$263K8K0.08%Q2 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$263K8K0.00%Q2 2026
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