Who owns HEFT?
Hedgeye Fourth Turning ETF · Hedgeye
24 institutions reported holding HEFT, worth $43.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEFT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fourpath Capital Management, LLC | Oklahoma City, OK | $30.7M | 1,157,091 | +602,698 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.2M | 118,955 | −107,446 shares |
| Truist Financial Corp. | Charlotte, NC | $2.0M | 74,203 | −222,914 shares |
| GTS Securities LLC | New York, NY | $1.7M | 64,228 | −971 shares |
| Essex Financial Services, Inc. | Essex, CT | $979K | 36,914 | −4,032 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $764K | 28,816 | New position |
| WMG Financial Advisors, LLC | Knoxville, TN | $731K | 27,575 | +4,000 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $711K | 26,810 | −15,841 shares |
| Citadel Advisors LLC | Miami, FL | $624K | 23,546 | New position |
| Benjamin Edwards Inc. | Clayton, MO | $387K | 14,610 | New position |
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 HEFT?
24 institutional managers reported holding HEFT in Form 13F filings for June 30, 2026, worth $43.6M in total. The largest reported position was held by Fourpath Capital Management, LLC, at $30.7M.
Did institutions buy or sell HEFT last quarter?
Reported 13F value rose 23.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 1 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 HEFT 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.