DaveManuel.com · Institutional Ownership · Who Owns It
ETF OPPORTUNITIES TRUST (HGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
30
Reporting holders
$33.3M
Reported value
0.0%
Calls
0.0%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $8.4M | 268,585 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $8.1M | 258,597 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $2.6M | 82,586 | 0.00% | 4q | -1.9%-$50.9K |
| Meridian Wealth Management, LLC | $2.0M | 63,912 | 0.06% | new | NEW |
| Generation Capital Management LLC | $1.2M | 39,750 | 0.76% | new | NEW |
| Haven Private, LLC | $1.2M | 37,908 | 0.45% | 3q | +17.5%+$176.6K |
| Insight Advisors, LLC/ PA | $1.2M | 37,184 | 0.21% | 4q | -1.5%-$17.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 36,200 | 0.00% | new | NEW |
| Copia Wealth Management | $1.0M | 33,317 | 0.63% | 3q | +18.2%+$161.0K |
| INTEGRITY ALLIANCE, LLC. | $914.2K | 29,161 | 0.03% | 2q | +99.9%+$456.8K |
| MML INVESTORS SERVICES, LLC | $633.2K | 20,196 | 0.00% | new | NEW |
| Stratos Wealth Advisors, LLC | $588.0K | 18,756 | 0.03% | 3q | -0.7%-$4.1K |
| JANE STREET GROUP, LLC | $467.2K | 14,903 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $444.0K | 14,189 | 0.00% | new | NEW |
| Persium Advisors, LLC | $404.4K | 12,900 | 0.26% | new | NEW |
| Game Plan Financial Advisors, LLC | $380.6K | 12,140 | 0.14% | 5q | -22.1%-$108.2K |
| BANK OF AMERICA CORP /DE/ | $313.5K | 10,000 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $310.8K | 9,914 | 0.01% | 3q | +38.1%+$85.7K |
| CITADEL ADVISORS LLC | $309.0K | 9,858 | 0.00% | 2q | -46.0%-$263.6K |
| Realta Investment Advisors | $263.5K | 8,405 | 0.08% | 3q | -5.2%-$14.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $262.5K | 8,374 | 0.00% | 2q | -9.2%-$26.5K |
| Prostatis Group LLC | $226.3K | 7,217 | 0.05% | 3q | -10.5%-$26.6K |
| WNY Asset Management, LLC | $213.4K | 6,807 | 0.02% | new | NEW |
| Fortis Group Advisors, LLC | $212.7K | 6,786 | 0.03% | new | NEW |
| PRIVATE TRUST CO NA | $155.8K | 4,971 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $95.0K | 3,052 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $84.0K | 2,690 | 0.00% | 3q | +20.6%+$14.4K |
| Steward Partners Investment Advisory, LLC | $75.8K | 2,418 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $31.4K | 1,000 | 0.00% | 3q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $3.1K | 98 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 4 | $11.7M | 388,439 | 1 | 2 | 0 | 0.0% |
| Q2 2026 | 30 | $33.3M | 1,061,874 | 16 | 5 | 8 | 0.0% |
| Q1 2026 | 18 | $12.1M | 433,902 | 5 | 9 | 1 | 0.0% |
| Q4 2025 | 16 | $8.1M | 284,130 | 12 | 4 | 0 | 0.0% |
| Q3 2025 | 5 | $2.7M | 98,375 | 3 | 2 | 0 | 0.0% |
| Q2 2025 | 2 | $706.1K | 26,980 | 2 | 0 | 0 | 0.0% |