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Hedgeye 130/30 Equity ETF (HELS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
DECREASED
Shares15,700 from 15,800
Change-100 (-1%)
Value$372.2K (-$23.9K)
Filed 2026-11-10
Bank of Montreal
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$55.1K (-$3.2K)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares1,444 from 8,393
Change-6,949 (-83%)
Value$34.2K (-$176.2K)
Filed 2026-10-08
UBS Group AG
INCREASED
Shares738 from 209
Change+529 (+253%)
Value$17.5K (+$12.3K)
Filed 2026-11-10
Game Plan Financial Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-10
Bank of America Corp
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,422
Change-25,422 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
HighTower Advisors, LLC
DECREASED15,70015,800-100-1%$396.1K$372.2K-$23.9K2026-11-10
Bank of Montreal
UNCHANGED2,3242,32400%$58.3K$55.1K-$3.2K2026-11-09
Farther Finance Advisors, LLC
DECREASED1,4448,393-6,949-83%$210.4K$34.2K-$176.2K2026-10-08
UBS Group AG
INCREASED738209+529+253%$5.2K$17.5K+$12.3K2026-11-10
Game Plan Financial Advisors, LLC
CLOSED0200-200-100%$5.0K$0-$5.0K2026-11-10
Bank of America Corp
N/A—60,000-60,000-100%$1.5M———
GTS Securities LLC
N/A—25,422-25,422-100%$637.3K———
Osaic Holdings, Inc.
N/A—1,500-1,500-100%$37.6K———
Copia Wealth Management
N/A—50-50-100%$1.3K———
Showing 9 of 9 institutions