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HECA · Hedgeye Capital Allocation ETF ETF

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$27.94 -0.13 (-0.46%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $2,584,381
Total Shares: 94,666

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2025 → Jun 2026 · range 20.3% – 100.0%
+77.6 pts
Top 5
100.0%
Sep 2025 → Jun 2026 · range 56.9% – 100.0%
+43.1 pts
Top 10
100.0%
Sep 2025 → Jun 2026 · range 76.6% – 100.0%
+23.4 pts
HHI
10,000
Sep 2025 → Jun 2026 · range 923 – 10,000
Highly concentrated+9,077

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
54
Unchanged
0
Holder count: -54
Institutional value: -98.6%
Shares held: -98.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +69,584 94,666

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Cambridge Investment Research Advisors, Inc. 1,477,836 $42,665,125
WNY Asset Management, LLC 710,802 $20,520,853
TRUIST FINANCIAL CORP 639,427 $18,460,257
HighTower Advisors, LLC 528,873 $15,268,563
WMG Financial Advisors, LLC 392,213 $11,323,188
Filter: New 0 Increased 1 Reduced 0 Sold out 54 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC HECA $2,584,381 100.00% 94,666