Who owns HGRO?
Hedgeye Quality Growth ETF · Hedgeye
30 institutions reported holding HGRO, worth $33.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HGRO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $8.4M | 268,585 | New position |
| Truist Financial Corp. | Charlotte, NC | $8.1M | 258,597 | New position |
| HighTower Advisors, LLC | Chicago, IL | $2.6M | 82,586 | −1,625 shares |
| Meridian Wealth Management, LLC | Lexington, KY | $2.0M | 63,912 | New position |
| Generation Capital Management LLC | Pittsford, NY | $1.2M | 39,750 | New position |
| Haven Private, LLC | Orlando, FL | $1.2M | 37,908 | +5,633 shares |
| Insight Advisors, LLC | Newtown, PA | $1.2M | 37,184 | −570 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.1M | 36,200 | New position |
| Copia Wealth Management | Bend, OR | $1.0M | 33,317 | +5,137 shares |
| Integrity Alliance, LLC. | Urbandale, IA | $914K | 29,161 | +14,572 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 HGRO?
30 institutional managers reported holding HGRO in Form 13F filings for June 30, 2026, worth $33.3M in total. The largest reported position was held by LPL Financial LLC, at $8.4M.
Did institutions buy or sell HGRO last quarter?
Reported 13F value rose 188.5% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 3 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 HGRO 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.