HEDGEYE CAPITAL ALLOCAT ETF HECA
$27.38
+0.2% 52w: $24.48 – $30.82
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.4827.6530.82
Jul 1, 2025 Jul 2, 2026
Institutional holders
55
+31 QoQ
13F value
$200.7M
+328.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns HECA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.5M | $42.7M | 0.1% | New |
| WNY Asset Management, LLC | Wealth advisor | 710.8K | $20.5M | 2.1% | — |
| TRUIST FINANCIAL CORP | Diversified mechanical | 639.4K | $18.5M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 528.9K | $15.3M | 0.0% | +54.1% |
| WMG Financial Advisors, LLC | Wealth advisor | 392.2K | $11.3M | 4.7% | +217.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 382.1K | $11.0M | 0.0% | +3230.0% |
| Spectrum Asset Management, Inc. (NB/CA) | Wealth advisor | 346.5K | $10.0M | 3.2% | +95.2% |
| Private Advisor Group, LLC | Wealth advisor | 270.7K | $7.8M | 0.0% | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 252.4K | $7.3M | 0.0% | +3076.3% |
| Reyes Financial Architecture, Inc. | Wealth advisor | 244.5K | $7.1M | 5.8% | +59.5% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 186.1K | $5.4M | 0.0% | +14.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 158.6K | $4.6M | 0.0% | +1501.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 138.1K | $4.0M | 0.0% | +5.8% |
| FWG Holdings, LLC | Wealth advisor | 116.2K | $3.3M | 1.3% | New |
| Insight Advisors, LLC/ PA | Wealth advisor | 111.0K | $3.2M | 0.6% | +283.5% |
| WESPAC Advisors, LLC | Wealth advisor | 98.5K | $2.8M | 1.6% | +31.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 97.4K | $2.8M | 0.0% | New |
| Fortis Group Advisors, LLC | Wealth advisor | 81.4K | $2.3M | 0.4% | New |
| Mowery & Schoenfeld Wealth Management, LLC | Other | 68.1K | $2.0M | 3.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.0K | $1.9M | 0.0% | New |
| Ferguson Shapiro LLC | Wealth advisor | 62.5K | $1.8M | 0.5% | New |
| Compass Ion Advisors, LLC | Wealth advisor | 60.4K | $1.7M | 0.2% | +573.5% |
| Stegent Equity Advisors, Inc. | Wealth advisor | 54.5K | $1.6M | 1.3% | +6.5% |
| RFG Advisory, LLC | Wealth advisor | 43.6K | $1.3M | 0.0% | New |
| Game Plan Financial Advisors, LLC | Other | 40.1K | $1.2M | 0.5% | +81.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 35.3K | $1.0M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 29.8K | $854K | 0.0% | -9.5% |
| &PARTNERS | Diversified mechanical | 26.4K | $762K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 25.1K | $724K | 0.0% | New |
| Worth Asset Management, LLC | Wealth advisor | 23.6K | $681K | 0.3% | -4.4% |
| London & Capital Asset Management Ltd ★2 | Fundamental diversified | 22.6K | $654K | 0.0% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 18.6K | $536K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 16.3K | $471K | 0.0% | +2.8% |
| HRT FINANCIAL LP | Diversified mechanical | 13.7K | $394K | 0.0% | New |
| Brookwood Investment Group LLC | Wealth advisor | 12.1K | $350K | 0.0% | New |
| Ergawealth Advisors, Inc. | Wealth advisor | 11.5K | $331K | 0.1% | New |
| PHILADELPHIA TRUST CO | Other | 11.1K | $320K | 0.0% | New |
| South Shore Capital Advisors | Other | 9.5K | $274K | 0.2% | New |
| ZACKS INVESTMENT MANAGEMENT | Other | 9.5K | $273K | 0.0% | New |
| Stratos Wealth Advisors, LLC | Wealth advisor | 9.0K | $259K | 0.0% | +5.1% |
| Fiscal Wisdom Wealth Management, LLC | Other | 8.8K | $254K | 0.2% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 8.6K | $249K | 0.0% | -40.9% |
| Sigma Planning Corp | Wealth advisor | 7.7K | $223K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 7.6K | $218K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 7.2K | $208K | 0.0% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 7.2K | $208K | 0.0% | New |
| BASSO CAPITAL MANAGEMENT, L.P. | Wealth advisor | 4.9K | $141K | 0.1% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 2.0K | $58K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.0K | $30K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1.0K | $29K | 0.0% | +33.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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