13FBOX
ETF OPPORTUNITIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

ETF OPPORTUNITIES TRUST

HECA
Institutions
46
Combined AUM (Q2 2026)
$116.2M
Combined Shares (Q2 2026)
4.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
28 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.4M
35 · 21 Exit · ≈
⚖️ Net
-2.7M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$116.2M
Institutions
46
New Buys
12
Adds
16
Reduces
14
Exits
21
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WNY Asset Management, LLC
2.84%2.12%#2$31.8M1.2M$20.5M710,802+454,837+63.99%Add
WMG Financial Advisors, LLC
4.78%4.72%#1$12.7M465,102$11.3M392,213+72,889+18.58%Add
LPL Financial LLC
<0.01%#31$7.7M283,635$00+283,635New Buy
STIFEL FINANCIAL CORP
0.01%<0.01%#27$7.2M262,460$2.8M97,362+165,098+169.57%Add
NewEdge Advisors, LLC
0.02%0.04%#21$6.1M224,036$11.0M382,054-158,018-41.36%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#28$4.6M170,081$4.6M158,557+11,524+7.27%Add
Fortis Group Advisors, LLC
0.72%0.37%#5$4.5M164,864$2.3M81,439+83,425+102.44%Add
HighTower Advisors, LLC
<0.01%0.02%#29$4.0M147,389$15.3M528,873-381,484-72.13%Reduce
Insight Advisors, LLC/ PA
0.7%0.61%#6$4.0M145,196$3.2M110,976+34,220+30.84%Add
OneDigital Investment Advisors LLC
0.03%0.04%#15$3.9M141,752$4.0M138,090+3,662+2.65%Add
Ball & Co Wealth Management Inc.
2.59%#3$3.6M133,666$00+133,666New Buy
HRT FINANCIAL LP
0.01%<0.01%#26$3.6M132,887$394,00013,650+119,237+873.53%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#38$2.6M94,666$724,11725,082+69,584+277.43%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#37$1.9M69,390$7.3M252,357-182,967-72.50%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#40$1.8M65,000$1.9M65,00000.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%0.02%#30$1.7M61,204$18.5M639,427-578,223-90.43%Reduce
Persium Advisors, LLC
1.03%#4$1.6M57,600$00+57,600New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#39$1.5M56,510$00+56,510New Buy
BANK OF MONTREAL /CAN/
<0.01%<0.01%#36$1.5M54,409$1.0M35,331+19,078+54.00%Add
Compass Ion Advisors, LLC
0.11%0.17%#13$1.3M48,341$1.7M60,369-12,028-19.92%Reduce
GTS SECURITIES LLC
0.02%#19$963,99035,311$00+35,311New Buy
Meridian Wealth Management, LLC
0.03%#18$851,62431,195$00+31,195New Buy
Haven Private, LLC
0.31%#7$804,12229,455$00+29,455New Buy
Wealthcare Advisory Partners LLC
0.01%0.01%#23$701,61025,700$535,85618,561+7,139+38.46%Add
JANE STREET GROUP, LLC
<0.01%#41$651,05023,848$00+23,848New Buy
Sigma Planning Corp
0.01%0.01%#22$580,53521,265$223,4547,740+13,525+174.74%Add
Game Plan Financial Advisors, LLC
0.18%0.52%#9$482,22717,664$1.2M40,114-22,450-55.97%Reduce
PRIVATE TRUST CO NA
0.03%#16$388,50614,231$00+14,231New Buy
Ergawealth Advisors, Inc.
0.13%0.15%#11$331,94112,159$330,82111,459+700+6.11%Add
FWG Holdings, LLC
0.11%1.25%#14$317,31311,627$3.3M116,178-104,551-89.99%Reduce
PHILADELPHIA TRUST CO
0.02%0.02%#20$302,81211,092$320,00011,09200.00%Unchanged
&PARTNERS
<0.01%<0.01%#33$301,58311,047$761,73526,385-15,338-58.13%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#35$299,10210,956$248,5728,610+2,346+27.25%Add
Brookwood Investment Group LLC
0.03%0.04%#17$275,67510,098$350,02212,124-2,026-16.71%Reduce
Panoramic Capital Partners, LLC
0.12%#12$263,7459,661$00+9,661New Buy
Stratos Wealth Advisors, LLC
0.01%0.02%#24$233,6698,559$258,9448,969-410-4.57%Reduce
Mowery & Schoenfeld Wealth Management, LLC
0.29%3%#8$213,2417,811$2.0M68,085-60,274-88.53%Reduce
Fiscal Wisdom Wealth Management, LLC
0.17%0.24%#10$201,6117,385$253,6238,785-1,400-15.94%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#32$170,5166,246$218,2947,622-1,376-18.05%Reduce
Qube Research & Technologies Ltd
<0.01%#42$55,5832,036$00+2,036New Buy
Realta Investment Advisors
0.01%<0.01%#25$39,8581,460$7,218250+1,210+484.00%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#44$29,0001,065$29,0001,000+65+6.50%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$28,3921,040$30,0241,04000.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#45$4,653170$00+170New Buy
UBS Group AG
<0.01%<0.01%#46$4,013147$16,398568-421-74.12%Reduce
Copia Wealth Management
<0.01%<0.01%#34$1,20144$1,2704400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow