HEFT Institutional Ownership & Shareholders
HEDGEYE FOURTH TURNING ETF (HEFT) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.43M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fourpath Capital Management, Llc is currently the largest disclosed institutional shareholder of HEFT tracked by InsiderSet, reporting ownership valued at approximately $31.98M in its September 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 $32.23M, representing an estimated gain of +0.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed HEFT value among the investors covered in this analysis. Major shareholders include Fourpath Capital Management, Llc, Gts Securities Llc, Essex Financial Services, Inc., and several other long-term asset managers with concentrated positions in HEDGEYE FOURTH TURNING ETF (HEFT).
This page ranks the largest institutional HEFT 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
21
Total Reported Value
$39.43M
Largest Holder
Fourpath Capital Management, Llc
Largest Position
$31.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fourpath Capital Management, Llc | 4.16% | 1,213,035 | $31,975,603 | $32,230,340 | +$254,737 | +0.80% | |
| Gts Securities Llc | 0.04% | 64,228 | $1,703,327 | $1,706,538 | +$3,211 | +0.19% | |
| Essex Financial Services, Inc. | 0.05% | 36,914 | $978,964 | $980,805 | +$1,841 | +0.19% | |
| Susquehanna International Group, Llp | 0.00% | 28,816 | $764,200 | $765,641 | +$1,441 | +0.19% | |
| Wmg Financial Advisors, Llc | 0.28% | 27,575 | $731,289 | $732,668 | +$1,379 | +0.19% | |
| Envestnet Asset Management Inc | 0.00% | 26,810 | $711,001 | $712,342 | +$1,341 | +0.19% | |
| Citadel Advisors Llc | 0.00% | 23,546 | $624,440 | $625,617 | +$1,177 | +0.19% | |
| Benjamin Edwards Inc | 0.00% | 14,610 | $387,451 | $388,188 | +$737 | +0.19% | |
| &Partners | 0.00% | 14,089 | $373,640 | $374,345 | +$705 | +0.19% | |
| Onedigital Investment Advisors Llc | 0.00% | 10,095 | $267,719 | $268,224 | +$505 | +0.19% | |
| Mml Investors Services, Llc | 0.00% | 9,818 | $260,374 | $260,864 | +$490 | +0.19% | |
| Slocum, Gordon & Co Llp | 0.17% | 8,989 | $236,950 | $238,838 | +$1,888 | +0.80% | |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | 0.12% | 6,654 | $176,464 | $176,797 | +$333 | +0.19% | |
| Game Plan Financial Advisors, Llc | 0.03% | 2,700 | $71,604 | $71,739 | +$135 | +0.19% | |
| Royal Bank Of Canada | 0.00% | 2,391 | $64,000 | $63,529 | -$471 | -0.74% | |
| Bank Of Montreal | 0.00% | 2,000 | $53,040 | $53,140 | +$100 | +0.19% | |
| Ubs Group Ag | 0.00% | 1,170 | $31,028 | $31,087 | +$59 | +0.19% | |
| Cwm, Llc | 0.00% | 500 | $13,310 | $13,285 | -$25 | -0.19% | |
| Highline Wealth Partners Llc | 0.00% | 180 | $4,745 | $4,783 | +$38 | +0.79% | |
| Tower Research Capital Llc (Trc) | 0.00% | 99 | $2,625 | $2,630 | +$5 | +0.21% | |
| Wells Fargo & Company/Mn | 0.00% | 92 | $2,440 | $2,444 | +$4 | +0.18% |
Frequently asked questions about HEFT
Who are the largest institutional holders of HEFT?
The largest institutional holders of HEFT reported in the latest SEC Form 13F filings include Fourpath Capital Management, Llc, Gts Securities Llc, Essex Financial Services, Inc., Susquehanna International Group, Llp, and Wmg Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported HEFT position.
What is HEFT institutional ownership?
This page tracks HEFT positions reported by institutional investment managers through SEC Form 13F. HEDGEYE FOURTH TURNING ETF (HEFT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEFT?
InsiderSet currently tracks 21 institutional managers reporting HEFT 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 HEFT shareholders.
How much HEFT stock do institutions own?
Institutional investment managers disclosed approximately $39.43M in HEFT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEFT institutional ownership last updated?
The latest HEFT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 HEFT 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 HEFT position after the reporting date.
Are institutions buying or selling HEFT?
Institutional buying and selling can be analyzed by comparing HEFT positions across consecutive 13F reporting periods. InsiderSet's HEFT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEFT ownership changes.
How has HEFT institutional ownership changed over time?
InsiderSet tracks HEFT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.