ETF Opportunities Trust (HGRO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HGRO (all 13F filers)
- LPL Financial269 KWealth adviser+269 K
- Truist Financial259 KBank or trading desk+259 K
- HighTower Advisors83 KWealth adviser−1,625
- Meridian Wealth Management64 KWealth adviser+64 K
- Generation Capital Management40 KType not verified+40 K
- Haven Private38 KType not verified+5,633
- Insight Advisors37 KType not verified−570
- Envestnet Asset Management36 KWealth adviser+36 K
- Copia Wealth Management33 KWealth adviser+5,137
- Integrity Alliance29 KType not verified+15 K
- Shares
- 269 K
- Change
- +269 K
See more
- Type
- Wealth adviser
- Value
- $8.4M
- Shares
- 259 K
- Change
- +259 K
See more
- Type
- Bank or trading desk
- Value
- $8.1M
- Shares
- 83 K
- Change
- −1,625
See more
- Type
- Wealth adviser
- Value
- $2.6M
- Shares
- 64 K
- Change
- +64 K
See more
- Type
- Wealth adviser
- Value
- $2.0M
- Generation Capital Management
- Shares
- 40 K
- Change
- +40 K
See more
- Type
- Type not verified
- Value
- $1.2M
- Haven Private
- Shares
- 38 K
- Change
- +5,633
See more
- Type
- Type not verified
- Value
- $1.2M
- Insight Advisors
- Shares
- 37 K
- Change
- −570
See more
- Type
- Type not verified
- Value
- $1.2M
- Shares
- 36 K
- Change
- +36 K
See more
- Type
- Wealth adviser
- Value
- $1.1M
- Copia Wealth Management
- Shares
- 33 K
- Change
- +5,137
See more
- Type
- Wealth adviser
- Value
- $1.0M
- Shares
- 29 K
- Change
- +15 K
See more
- Type
- Type not verified
- Value
- $914K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial6.3%13Gfiling ↗Event: Jun 30, 2026 · filed: Jul 8, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗