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Hedgeye Capital Allocat ETF (HECA)

CUSIP: 26923Q747 | NYSE | 70 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.2,035,229
0.3% of portfolio›$55.4M
WMG Financial Advisors, LLC465,102
4.8% of portfolio›$12.7M
Commonwealth Equity Services, LLC172,683
0.0% of portfolio›$4.7M
Insight Advisors, LLC/ PA142,871
0.7% of portfolio›$3.9M
Verdence Capital Advisors LLC59,435
0.1% of portfolio›$1.6M
Meridian Wealth Management, LLC31,148
0.0% of portfolio›$847.2K
Haven Private, LLC30,485
0.3% of portfolio›$829.2K
Wealthcare Advisory Partners LLC22,214
0.0% of portfolio›$604.2K
Sigma Planning Corp21,265
0.0% of portfolio›$578.4K
Ergawealth Advisors, Inc.12,875
0.1% of portfolio›$350.2K
Private Trust Co NA11,678
0.0% of portfolio›$317.6K
Philadelphia Trust Co11,092
0.0% of portfolio›$302.0K
Aries Wealth Management8,610
0.0% of portfolio›$234.2K
Farther Finance Advisors, LLC6,146
0.0% of portfolio›$167.2K
Mowery & Schoenfeld Wealth Management, LLC831
0.0% of portfolio›$22.6K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
2,035,229$55.4M0.3%ETFLowFairfield, IA2026-11-02
WMG Financial Advisors, LLC
465,102$12.7M4.8%ETFLowKnoxville, TN2026-10-28
Commonwealth Equity Services, LLC
172,683$4.7M0.0%ETFLowWaltham, MA2026-11-02
Insight Advisors, LLC/ PA
142,871$3.9M0.7%ETFMediumNewtown, PA2026-10-22
Verdence Capital Advisors LLC
59,435$1.6M0.1%CoreMediumHunt Valley, MD2026-10-26
Meridian Wealth Management, LLC
31,148$847.2K0.0%GrowthLowLexington, KY2026-11-05
Haven Private, LLC
30,485$829.2K0.3%ETFMediumOrlando, FL2026-10-27
Wealthcare Advisory Partners LLC
22,214$604.2K0.0%ETFLowWest Chester, PA2026-10-21
Sigma Planning Corp
21,265$578.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Ergawealth Advisors, Inc.
12,875$350.2K0.1%ETFMediumOak Brook, IL2026-10-21
Private Trust Co NA
11,678$317.6K0.0%CoreLowCleveland, OH2026-10-20
Philadelphia Trust Co
11,092$302.0K0.0%GrowthLowPhiladelphia, PA2026-11-05
Aries Wealth Management
8,610$234.2K0.0%CoreVery LowPortland, ME2026-10-23
Farther Finance Advisors, LLC
6,146$167.2K0.0%IndexLowSan Francisco, CA2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
831$22.6K0.0%GrowthMediumLincolnshire, IL2026-10-28