Who Owns ETF OPPORTUNITIES TRUST (HEFT)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $43.6M of ETF OPPORTUNITIES TRUST (HEFT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FOURPATH CAPITAL MANAGEMENT, LLC ($30.7M), HighTower Advisors, LLC ($3.2M), TRUIST FINANCIAL CORP ($2.0M), GTS SECURITIES LLC ($1.7M), Essex Financial Services, Inc. ($978,964). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FOURPATH CAPITAL MANAGEMENT, LLC | $30.7M | 1.2M | Added |
| 2 | HighTower Advisors, LLC | $3.2M | 118,955 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $2.0M | 74,203 | Trimmed |
| 4 | GTS SECURITIES LLC | $1.7M | 64,228 | Trimmed |
| 5 | Essex Financial Services, Inc. | $978,964 | 36,914 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $764,200 | 28,816 | New |
| 7 | WMG Financial Advisors, LLC | $731,289 | 27,575 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $711,001 | 26,810 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $624,440 | 23,546 | New |
| 10 | BENJAMIN EDWARDS INC | $387,451 | 14,610 | New |
| 11 | &PARTNERS | $373,640 | 14,089 | Trimmed |
| 12 | Crown Wealth Group, LLC | $368,098 | 13,880 | Trimmed |
| 13 | OneDigital Investment Advisors LLC | $267,719 | 10,095 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $260,374 | 9,818 | New |
| 15 | Slocum, Gordon & Co LLP | $239,104 | 9,016 | Trimmed |
| 16 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $176,464 | 6,654 | Hold |
| 17 | Game Plan Financial Advisors, LLC | $71,604 | 2,700 | Added |
| 18 | Royal Bank of Canada | $64,000 | 2,391 | New |
| 19 | BANK OF MONTREAL /CAN/ | $53,040 | 2,000 | Hold |
| 20 | UBS Group AG | $31,028 | 1,170 | New |
| 21 | Realta Investment Advisors | $17,636 | 665 | Added |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $4,774 | 180 | Hold |
| 23 | Tower Research Capital LLC (TRC) | $2,625 | 99 | New |
| 24 | WELLS FARGO & COMPANY/MN | $2,440 | 92 | New |
| 25 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30