Hedgeye Fourth Turning ETFHEFTETF
13F holders, Q2 2026 (June 30)24holders +6
8new positions
1sold out
1famous investor
$26.52avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding Hedgeye Fourth Turning ETF (HEFT) in their 13F filings, up 6 from Q1 2026. 8 opened new positions and 1 sold out. The largest holders were Fourpath Capital Management, LLC ($30.7M), HighTower Advisors, LLC ($3.2M) and Truist Financial Corp. ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hedgeye Fourth Turning ETF
- Filed as
- ETF OPPORTUNITIES TRUST (Q2 2026)
- CUSIP
- 26923Q416
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 1 | $297K |
All 13F filers, Q1 2026 → Q2 2026: 689,187 shares bought and 367,182 shares sold, net +322,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Fourpath Capital Management, LLC | 4.04% | Add +108.7% | 1,157,091 | $30.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -47.5% | 118,955 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -75.0% | 74,203 | $2.0M |
| GTS Securities LLC | 0.04% | Reduce -1.5% | 64,228 | $1.7M |
| Essex Financial Services, Inc. | 0.05% | Reduce -9.8% | 36,914 | $979K |
| Susquehanna International Group, LLP | 0.00% | New | 28,816 | $764K |
| WMG Financial Advisors, LLC | 0.28% | Add +17.0% | 27,575 | $731K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.1% | 26,810 | $711K |
| Citadel Advisors | 0.00% | New | 23,546 | $624K |
| Benjamin Edwards Inc. | 0.00% | New | 14,610 | $387K |
| &partners | 0.00% | Reduce -5.0% | 14,089 | $374K |
| Crown Wealth Group, LLC | 0.09% | Reduce -20.5% | 13,880 | $368K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.4% | 10,095 | $268K |
| MML Investors Services, LLC | 0.00% | New | 9,818 | $260K |
| Slocum, Gordon & Co LLP | 0.16% | Reduce -5.5% | 9,016 | $239K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.12% | No change | 6,654 | $176K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +58.8% | 2,700 | $72K |
| Royal Bank of Canada | 0.00% | New | 2,391 | $64K |
| Bank of Montreal | 0.00% | No change | 2,000 | $53K |
| UBS Group AG | 0.00% | New | 1,170 | $31K |
| Realta Investment Advisors | 0.01% | Add +33.0% | 665 | $18K |
| Highline Wealth Partners LLC | 0.00% | No change | 180 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 99 | $3K |
| Wells Fargo & Company | 0.00% | New | 92 | $2K |
"% of holder's portfolio" is HEFT's weight in each manager's 13F, not the share of Hedgeye Fourth Turning ETF the manager owns.