Hedgeye Quality Growth ETF (HGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Verdence Capital Advisors LLC

NEW

Shares304,475

Change+304,475

Value$9.2M

Filed 2026-10-26

Truist Financial Corp

DECREASED

Shares255,739 from 258,597

Change-2,858 (-1%)

Value$7.7M (-$396.5K)

Filed 2026-10-30

LPL Financial LLC

DECREASED

Shares250,890 from 268,585

Change-17,695 (-7%)

Value$7.6M (-$855.8K)

Filed 2026-11-06

Meridian Wealth Management, LLC

INCREASED

Shares66,303 from 63,912

Change+2,391 (+4%)

Value$2.0M (-$4.6K)

Filed 2026-11-05

Haven Private, LLC

INCREASED

Shares40,625 from 37,908

Change+2,717 (+7%)

Value$1.2M (+$36.4K)

Filed 2026-10-27

Insight Advisors, LLC/ PA

INCREASED

Shares37,204 from 37,184

Change+20 (+0%)

Value$1.1M (-$44.0K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares8,858 from 8,374

Change+484 (+6%)

Value$267.1K (+$4.5K)

Filed 2026-11-02

Private Trust Co NA

INCREASED

Shares6,135 from 4,971

Change+1,164 (+23%)

Value$185.0K (+$29.1K)

Filed 2026-10-20

Integrity Alliance, Llc.

CLOSED

Shares0 from 29,161

Change-29,161 (-100%)

Value$0 (-$914.2K)

Filed 2026-10-29

Persium Advisors, LLC

CLOSED

Shares0 from 12,900

Change-12,900 (-100%)

Value$0 (-$404.4K)

Filed 2026-10-07

Realta Investment Advisors

CLOSED

Shares0 from 8,405

Change-8,405 (-100%)

Value$0 (-$263.5K)

Filed 2026-10-14

Fortis Group Advisors, LLC

CLOSED

Shares0 from 6,786

Change-6,786 (-100%)

Value$0 (-$212.7K)

Filed 2026-11-06

Salem Investment Counselors Inc

CLOSED

Shares0 from 98

Change-98 (-100%)

Value$0 (-$3.1K)

Filed 2026-10-13

HighTower Advisors, LLC

N/A

Shares— from 82,586

Change-82,586 (-100%)

Value—

Generation Capital Management LLC

N/A

Shares— from 39,750

Change-39,750 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 36,200

Change-36,200 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 33,317

Change-33,317 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 20,196

Change-20,196 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 18,756

Change-18,756 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,903

Change-14,903 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,189

Change-14,189 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 12,140

Change-12,140 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 9,914

Change-9,914 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,858

Change-9,858 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 7,217

Change-7,217 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 6,807

Change-6,807 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,052

Change-3,052 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,690

Change-2,690 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,418

Change-2,418 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

	Status
Verdence Capital Advisors LLC	NEW	304,475	—	+304,475	—	—	$9.2M	—	2026-10-26
Truist Financial Corp	DECREASED	255,739	258,597	-2,858	-1%	$8.1M	$7.7M	-$396.5K	2026-10-30
LPL Financial LLC	DECREASED	250,890	268,585	-17,695	-7%	$8.4M	$7.6M	-$855.8K	2026-11-06
Meridian Wealth Management, LLC	INCREASED	66,303	63,912	+2,391	+4%	$2.0M	$2.0M	-$4.6K	2026-11-05
Haven Private, LLC	INCREASED	40,625	37,908	+2,717	+7%	$1.2M	$1.2M	+$36.4K	2026-10-27
Insight Advisors, LLC/ PA	INCREASED	37,204	37,184	+20	+0%	$1.2M	$1.1M	-$44.0K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	8,858	8,374	+484	+6%	$262.5K	$267.1K	+$4.5K	2026-11-02
Private Trust Co NA	INCREASED	6,135	4,971	+1,164	+23%	$155.8K	$185.0K	+$29.1K	2026-10-20
Integrity Alliance, Llc.	CLOSED	0	29,161	-29,161	-100%	$914.2K	$0	-$914.2K	2026-10-29
Persium Advisors, LLC	CLOSED	0	12,900	-12,900	-100%	$404.4K	$0	-$404.4K	2026-10-07
Realta Investment Advisors	CLOSED	0	8,405	-8,405	-100%	$263.5K	$0	-$263.5K	2026-10-14
Fortis Group Advisors, LLC	CLOSED	0	6,786	-6,786	-100%	$212.7K	$0	-$212.7K	2026-11-06
Salem Investment Counselors Inc	CLOSED	0	98	-98	-100%	$3.1K	$0	-$3.1K	2026-10-13
HighTower Advisors, LLC	N/A	—	82,586	-82,586	-100%	$2.6M	—	—	—
Generation Capital Management LLC	N/A	—	39,750	-39,750	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	36,200	-36,200	-100%	$1.1M	—	—	—
Copia Wealth Management	N/A	—	33,317	-33,317	-100%	$1.0M	—	—	—
MML Investors Services, LLC	N/A	—	20,196	-20,196	-100%	$633.2K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	18,756	-18,756	-100%	$588.0K	—	—	—
Jane Street Group, LLC	N/A	—	14,903	-14,903	-100%	$467.2K	—	—	—
HRT Financial LP	N/A	—	14,189	-14,189	-100%	$444.0K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	12,140	-12,140	-100%	$380.6K	—	—	—
Bank of America Corp	N/A	—	10,000	-10,000	-100%	$313.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	9,914	-9,914	-100%	$310.8K	—	—	—
Citadel Advisors LLC	N/A	—	9,858	-9,858	-100%	$309.0K	—	—	—
Prostatis Group LLC	N/A	—	7,217	-7,217	-100%	$226.3K	—	—	—
WNY Asset Management, LLC	N/A	—	6,807	-6,807	-100%	$213.4K	—	—	—
JPMorgan Chase & Co	N/A	—	3,052	-3,052	-100%	$95.0K	—	—	—
Royal Bank of Canada	N/A	—	2,690	-2,690	-100%	$84.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,418	-2,418	-100%	$75.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,000	-1,000	-100%	$31.4K	—	—	—

Showing 31 of 31 institutions