HECA Institutional Ownership & Shareholders
HEDGEYE CAPITAL ALLOCAT ETF (HECA) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $110.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wny Asset Management, Llc is currently the largest disclosed institutional shareholder of HECA tracked by InsiderSet, reporting ownership valued at approximately $31.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.90M, representing an estimated gain of +0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed HECA value among the investors covered in this analysis. Major shareholders include Wny Asset Management, Llc, Wmg Financial Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HEDGEYE CAPITAL ALLOCAT ETF (HECA).
This page ranks the largest institutional HECA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$110.61M
Largest Holder
Wny Asset Management, Llc
Largest Position
$31.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wny Asset Management, Llc | 2.85% | 1,165,639 | $31,821,945 | $31,903,539 | +$81,594 | +0.26% | |
| Wmg Financial Advisors, Llc | 4.78% | 465,102 | $12,697,285 | $12,729,842 | +$32,557 | +0.26% | |
| Lpl Financial Llc | 0.00% | 283,635 | $7,743,236 | $7,763,090 | +$19,854 | +0.26% | |
| Stifel Financial Corp | 0.01% | 262,460 | $7,165,172 | $7,183,530 | +$18,358 | +0.26% | |
| Newedge Advisors, Llc | 0.02% | 224,036 | $6,116,186 | $6,131,865 | +$15,679 | +0.26% | |
| Commonwealth Equity Services, Llc | 0.01% | 170,081 | $4,643,210 | $4,655,117 | +$11,907 | +0.26% | |
| Fortis Group Advisors, Llc | 0.72% | 164,864 | $4,500,777 | $4,512,328 | +$11,551 | +0.26% | |
| Insight Advisors, Llc/ Pa | 0.70% | 145,196 | $3,963,855 | $3,974,015 | +$10,160 | +0.26% | |
| Onedigital Investment Advisors Llc | 0.03% | 141,752 | $3,869,830 | $3,879,752 | +$9,922 | +0.26% | |
| Ball & Co Wealth Management Inc. | 2.59% | 133,666 | $3,649,000 | $3,658,438 | +$9,438 | +0.26% | |
| Hrt Financial Lp | 0.01% | 132,887 | $3,627,000 | $3,637,117 | +$10,117 | +0.28% | |
| Citadel Advisors Llc | 0.00% | 94,666 | $2,584,382 | $2,591,008 | +$6,626 | +0.26% | |
| Envestnet Asset Management Inc | 0.00% | 69,390 | $1,894,360 | $1,899,204 | +$4,844 | +0.26% | |
| Bank Of America Corp | 0.00% | 65,000 | $1,774,500 | $1,779,050 | +$4,550 | +0.26% | |
| Truist Financial Corp | 0.00% | 61,204 | $1,670,869 | $1,675,153 | +$4,284 | +0.26% | |
| Susquehanna International Group, Llp | 0.00% | 56,510 | $1,542,723 | $1,546,679 | +$3,956 | +0.26% | |
| Bank Of Montreal | 0.00% | 54,409 | $1,485,366 | $1,489,174 | +$3,808 | +0.26% | |
| Compass Ion Advisors, Llc | 0.11% | 48,341 | $1,319,712 | $1,323,093 | +$3,381 | +0.26% | |
| Gts Securities Llc | 0.02% | 35,311 | $963,990 | $966,462 | +$2,472 | +0.26% | |
| Meridian Wealth Management, Llc | 0.03% | 31,195 | $851,624 | $853,807 | +$2,183 | +0.26% | |
| Haven Private, Llc | 0.31% | 29,455 | $804,122 | $806,183 | +$2,061 | +0.26% | |
| Wealthcare Advisory Partners Llc | 0.01% | 25,700 | $701,610 | $703,409 | +$1,799 | +0.26% | |
| Jane Street Group, Llc | 0.00% | 23,848 | $651,050 | $652,720 | +$1,670 | +0.26% | |
| Sigma Planning Corp | 0.01% | 21,265 | $580,535 | $582,023 | +$1,488 | +0.26% | |
| Game Plan Financial Advisors, Llc | 0.18% | 17,664 | $482,227 | $483,464 | +$1,237 | +0.26% | |
| Private Trust Co Na | 0.03% | 14,231 | $388,506 | $389,502 | +$996 | +0.26% | |
| Ergawealth Advisors, Inc. | 0.13% | 12,159 | $331,941 | $332,792 | +$851 | +0.26% | |
| Fwg Holdings, Llc | 0.11% | 11,627 | $317,313 | $318,231 | +$918 | +0.29% | |
| Philadelphia Trust Co | 0.02% | 11,092 | $303,000 | $303,588 | +$588 | +0.19% | |
| &Partners | 0.00% | 11,047 | $301,583 | $302,356 | +$773 | +0.26% | |
| Mml Investors Services, Llc | 0.00% | 10,956 | $299,102 | $299,866 | +$764 | +0.26% | |
| Brookwood Investment Group Llc | 0.03% | 10,098 | $275,675 | $276,382 | +$707 | +0.26% | |
| Panoramic Capital Partners, Llc | 0.12% | 9,661 | $263,745 | $264,422 | +$677 | +0.26% | |
| Stratos Wealth Advisors, Llc | 0.01% | 8,559 | $233,669 | $234,260 | +$591 | +0.25% | |
| Mowery & Schoenfeld Wealth Management, Llc | 0.29% | 7,811 | $213,241 | $213,787 | +$546 | +0.26% | |
| Fiscal Wisdom Wealth Management, Llc | 0.17% | 7,385 | $201,611 | $202,127 | +$516 | +0.26% | |
| Farther Finance Advisors, Llc | 0.00% | 6,146 | $167,171 | $168,216 | +$1,045 | +0.63% | |
| Qube Research & Technologies Ltd | 0.00% | 2,036 | $55,583 | $55,725 | +$142 | +0.26% | |
| Cambridge Investment Research Advisors, Inc. | 0.11% | 1,802,737 | $49,215 | $49,340,912 | +$49,291,697 | +100155.84% | |
| Realta Investment Advisors | 0.01% | 1,460 | $39,858 | $39,960 | +$102 | +0.26% | |
| Royal Bank Of Canada | 0.00% | 1,065 | $29,000 | $29,149 | +$149 | +0.51% | |
| Osaic Holdings, Inc. | 0.00% | 1,040 | $28,392 | $28,465 | +$73 | +0.26% | |
| Ubs Group Ag | 0.00% | 147 | $4,013 | $4,023 | +$10 | +0.26% | |
| Copia Wealth Management | 0.00% | 44 | $1,201 | $1,204 | +$3 | +0.27% |
Frequently asked questions about HECA
Who are the largest institutional holders of HECA?
The largest institutional holders of HECA reported in the latest SEC Form 13F filings include Wny Asset Management, Llc, Wmg Financial Advisors, Llc, Lpl Financial Llc, Stifel Financial Corp, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported HECA position.
What is HECA institutional ownership?
This page tracks HECA positions reported by institutional investment managers through SEC Form 13F. HEDGEYE CAPITAL ALLOCAT ETF (HECA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HECA?
InsiderSet currently tracks 44 institutional managers reporting HECA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HECA shareholders.
How much HECA stock do institutions own?
Institutional investment managers disclosed approximately $110.61M in HECA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HECA institutional ownership last updated?
The latest HECA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HECA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HECA position after the reporting date.
Are institutions buying or selling HECA?
Institutional buying and selling can be analyzed by comparing HECA positions across consecutive 13F reporting periods. InsiderSet's HECA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HECA ownership changes.
How has HECA institutional ownership changed over time?
InsiderSet tracks HECA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.