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

来源：SEC 13F 申报文件 · 截至 2026-06-30