10 institutions reported holding $35.1M of ETF OPPORTUNITIES TRUST (HEFT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FOURPATH CAPITAL MANAGEMENT, LLC ($30.7M), TRUIST FINANCIAL CORP ($2.0M), WMG Financial Advisors, LLC ($731,289), ENVESTNET ASSET MANAGEMENT INC ($711,001), BENJAMIN EDWARDS INC ($387,451). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FOURPATH CAPITAL MANAGEMENT, LLC | $30.7M | 1.2M | Added |
| 2 | TRUIST FINANCIAL CORP | $2.0M | 74,203 | Trimmed |
| 3 | WMG Financial Advisors, LLC | $731,289 | 27,575 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $711,001 | 26,810 | Trimmed |
| 5 | BENJAMIN EDWARDS INC | $387,451 | 14,610 | New |
| 6 | Crown Wealth Group, LLC | $368,098 | 13,880 | Trimmed |
| 7 | Slocum, Gordon & Co LLP | $239,104 | 9,016 | Trimmed |
| 8 | Realta Investment Advisors | $17,636 | 665 | Added |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $4,774 | 180 | Hold |
| 10 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30