Who owns HECA?
Hedgeye Capital Allocation ETF · Hedgeye
47 institutions reported holding HECA, worth $165.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HECA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $49.2M | 1,802,737 | +324,901 shares |
| WNY Asset Management, LLC | Williamsville, NY | $31.8M | 1,165,639 | +454,837 shares |
| WMG Financial Advisors, LLC | Knoxville, TN | $12.7M | 465,102 | +72,889 shares |
| LPL Financial LLC | Fort Mill, SC | $7.7M | 283,635 | New position |
| Stifel Financial Corp. | St. Louis, MO | $7.2M | 262,460 | +165,098 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $6.1M | 224,036 | −158,018 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.6M | 170,081 | +11,524 shares |
| Fortis Group Advisors, LLC | Westwood, NJ | $4.5M | 164,864 | +83,425 shares |
| HighTower Advisors, LLC | Chicago, IL | $4.0M | 147,389 | −381,484 shares |
| Insight Advisors, LLC | Newtown, PA | $4.0M | 145,196 | +34,220 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HECA?
47 institutional managers reported holding HECA in Form 13F filings for June 30, 2026, worth $165.4M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $49.2M.
Did institutions buy or sell HECA last quarter?
Reported 13F value fell 13.0% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HECA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.