Who Owns ETF OPPORTUNITIES TRUST (HECA)? -- Institutional Holders (2026-06-30)
67 institutions reported holding $165.4M of ETF OPPORTUNITIES TRUST (HECA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($49.2M), WNY Asset Management, LLC ($31.8M), WMG Financial Advisors, LLC ($12.7M), LPL Financial LLC ($7.7M), STIFEL FINANCIAL CORP ($7.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $49.2M | 1.8M | Added |
| 2 | WNY Asset Management, LLC | $31.8M | 1.2M | Added |
| 3 | WMG Financial Advisors, LLC | $12.7M | 465,102 | Added |
| 4 | LPL Financial LLC | $7.7M | 283,635 | New |
| 5 | STIFEL FINANCIAL CORP | $7.2M | 262,460 | Added |
| 6 | NewEdge Advisors, LLC | $6.1M | 224,036 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 170,081 | Added |
| 8 | Fortis Group Advisors, LLC | $4.5M | 164,864 | Added |
| 9 | HighTower Advisors, LLC | $4.0M | 147,389 | Trimmed |
| 10 | Insight Advisors, LLC/ PA | $4.0M | 145,196 | Added |
| 11 | OneDigital Investment Advisors LLC | $3.9M | 141,752 | Added |
| 12 | Ball & Co Wealth Management Inc. | $3.6M | 133,666 | New |
| 13 | HRT FINANCIAL LP | $3.6M | 132,887 | Added |
| 14 | CITADEL ADVISORS LLC | $2.6M | 94,666 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 69,390 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $1.8M | 65,000 | Hold |
| 17 | TRUIST FINANCIAL CORP | $1.7M | 61,204 | Trimmed |
| 18 | Persium Advisors, LLC | $1.6M | 57,600 | New |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 56,510 | New |
| 20 | BANK OF MONTREAL /CAN/ | $1.5M | 54,409 | Added |
| 21 | Compass Ion Advisors, LLC | $1.3M | 48,341 | Trimmed |
| 22 | GTS SECURITIES LLC | $963,990 | 35,311 | New |
| 23 | Meridian Wealth Management, LLC | $851,624 | 31,195 | New |
| 24 | Haven Private, LLC | $804,122 | 29,455 | New |
| 25 | Wealthcare Advisory Partners LLC | $701,610 | 25,700 | Added |
Source: SEC Form 13F filings · as of 2026-06-30