Who Owns Hedgeye Capital Allocation ETF (HECA)?Hedge Fund & Institutional Holders

$29.79-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$7.000000490800041e+96T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$24.97$26.43$27.90$29.36$30.82Jul 25Nov 25Mar 26

HECA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Private Advisor Group, LLCNew Position+271K+$7.0B
Spectrum Asset Management, Inc. (NB/CA)New Position+178K+$4.9B
Reyes Financial Architecture, Inc.New Position+153K+$4.2B
CIBC WORLD MARKET INC.New Position+162K+$4.0B
WMG Financial Advisors, LLCNew Position+124K+$3.4B
WESPAC Advisors, LLCNew Position+75K+$2.1B
Insight Advisors, LLC/ PANew Position+29K+$800.0M
Worth Asset Management, LLCNew Position+25K+$681.0M
Game Plan Financial Advisors, LLCNew Position+22K+$611.0M
Stratos Wealth Advisors, LLCNew Position+9K+$236.0M
OneDigital Investment Advisors LLCIncreased+27K+$174.9M
Stegent Equity Advisors, Inc.New Position+51K+$1.4M
Copia Wealth ManagementNew Position+44+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+33K+$936K
KESTRA PRIVATE WEALTH SERVICES, LLCNew Position+16K+$438K

HECA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GTS SECURITIES LLCClosed Position-30K-$815.2M
Kathleen S. Wright Associates Inc.Closed Position-1K-$38.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Private Advisor Group, LLC270,578$7.0B32.93%Share
2Spectrum Asset Management, Inc. (NB/CA)177,524$4.9B1.64%Share
3Reyes Financial Architecture, Inc.153,228$4.2B2.58%Share
4CIBC WORLD MARKET INC.162,205$4.0B6.45%Share
5WMG Financial Advisors, LLC123,735$3.4B1.41%Share
6OneDigital Investment Advisors LLC130,470$3.0B29.40%Share
7WESPAC Advisors, LLC75,160$2.1B1.13%Share
8Insight Advisors, LLC/ PA28,941$800.0M0.12%Share
9Worth Asset Management, LLC23,537$650.0M0.28%Share
10Game Plan Financial Advisors, LLC22,125$611.0M0.25%Share
11Stratos Wealth Advisors, LLC8,535$236.0M0.01%Share
12Worth Asset Management, LLC1,130$31.0M0.01%Share
13HighTower Advisors, LLC343,267$9.0M0.01%Share
14Stegent Equity Advisors, Inc.51,133$1.4M1.10%Share
15Copia Wealth Management44$1.0M0.00%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32,947$936K0.00%Share
17KESTRA PRIVATE WEALTH SERVICES, LLC15,869$438K0.01%Share
18Compass Ion Advisors, LLC8,963$247K0.02%Share
19OSAIC HOLDINGS, INC.1,040$00.00%Share
20ROYAL BANK OF CANADA750$00.00%Share
21ENVESTNET ASSET MANAGEMENT INC7,945$00.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC9,901$00.00%Share
23NewEdge Advisors, LLC11,473$00.00%Share
24JANE STREET GROUP, LLC20,036$00.00%Share
25MML INVESTORS SERVICES, LLC14,577$00.00%Share

HECA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$31.0B+19
Q3 20255$7.2B—

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As of Q4 2025, 25 institutional investors hold HECA (Hedgeye Capital Allocation ETF). The largest holder is Private Advisor Group, LLC with $7.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HECA?

As of Q4 2025, 25 institutional investors report holding HECA (Hedgeye Capital Allocation ETF) in their 13F filings.

Who is the largest institutional holder of HECA?

The largest institutional holder of HECA is Private Advisor Group, LLC with $7.0B in shares.

Is institutional ownership of HECA increasing or decreasing?

This quarter, 14 institutions opened new positions in HECA and 2 closed their positions.