Security Snapshot

ETF Opportunities Trust - Exchange Traded Fund (HGRO) Institutional Ownership

CUSIP: 26923Q739

13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

18

Shares (Excl. Options)

433,902

Price

$27.90

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+149,772
Value change
+$4,167,350
Number of holders
18
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
4,104,714
SEC-reported price per share
$31.35
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • HGRO - ETF Opportunities Trust - Exchange Traded Fund is tracked under CUSIP 26923Q739.
  • 18 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 18 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $12,105,676 to $266,571.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 18 institutions filings for Q1 2026.

Open SEC evidence

Security key

26923Q739

Latest holder period

Q1 2026

13F holders

18

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
HGRO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 6.3% $7,915,654 258,597 TRUIST FINANCIAL CORP 30 Jun 2026

As of 31 Mar 2026, 18 institutional investors reported holding 433,902 shares of ETF Opportunities Trust - Exchange Traded Fund (HGRO). This represents 11% of the company’s total 4,104,714 outstanding shares.

13F concentration

Top 21 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
11%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HighTower Advisors, LLC 2.1% 84,211 +77% 0% $2,349,487
Private Advisor Group, LLC 1.9% 77,494 +8.6% 0.01% $2,162,083
Insight Advisors, LLC/ PA 0.92% 37,754 +32% 0.2% $1,053,346
GTS SECURITIES LLC 0.9% 36,936 0.04% $1,030,514
Haven Private, LLC 0.79% 32,275 +23% 0.39% $900,473
Copia Wealth Management 0.69% 28,180 +431% 0.54% $786,222
CWM, LLC 0.49% 20,266 +0.09% 0% $565,421
Stratos Wealth Advisors, LLC 0.46% 18,886 +29% 0.03% $526,938
CITADEL ADVISORS LLC 0.44% 18,265 0% $509,594
Game Plan Financial Advisors, LLC 0.38% 15,590 -28% 0.2% $434,961
INTEGRITY ALLIANCE, LLC. 0.36% 14,589 0.02% $407,033
Ferguson Shapiro LLC 0.31% 12,900 0.11% $359,910
COMMONWEALTH EQUITY SERVICES, LLC 0.22% 9,218 0% $257,180
Realta Investment Advisors 0.22% 8,865 +2.8% 0.09% $247,334
Prostatis Group LLC 0.2% 8,064 +1.5% 0.06% $224,986
Belpointe Asset Management LLC 0.17% 7,179 -0.21% 0.01% $200,294
ROYAL BANK OF CANADA 0.05% 2,230 +86% 0% $62,000
OSAIC HOLDINGS, INC. 0.02% 1,000 0% 0% $27,900
JANE STREET GROUP, LLC 0% 0 -100% $0
Janney Montgomery Scott LLC 0% 0 -100% $0
UBS Group AG 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 8,503 $266,571 -$371,258 $31.35 2
2026 Q1 433,902 $12,105,676 +$4,167,350 $27.90 18
2025 Q4 284,130 $8,065,474 +$5,308,771 $28.38 16
2025 Q3 98,375 $2,699,004 +$1,958,673 $27.44 5
2025 Q2 26,980 $706,095 +$706,095 $26.17 2
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