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

Q2 2026

Institutions Reporting

30

Shares (Excl. Options)

1,061,874

Price

$31.35

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+648,238
Value change
+$20,760,081
Number of holders
30
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
4,104,714
SEC-reported price per share
$30.50
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.
  • 30 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 18 to 30 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $12,105,676 to $33,288,072.

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 30 institutions filings for Q2 2026.

Open SEC evidence

Security key

26923Q739

Latest holder period

Q2 2026

13F holders

30

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 30 Jun 2026, 30 institutional investors reported holding 1,061,874 shares of ETF Opportunities Trust - Exchange Traded Fund (HGRO). This represents 26% of the company’s total 4,104,714 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
26%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 6.5% 268,585 0% $8,420,165
TRUIST FINANCIAL CORP 6.3% 258,597 0.01% $8,107,042
HighTower Advisors, LLC 2% 82,586 -1.9% 0% $2,589,079
Meridian Wealth Management, LLC 1.6% 63,912 0.06% $2,003,648
Generation Capital Management LLC 0.97% 39,750 0.76% $1,246,166
Haven Private, LLC 0.92% 37,908 +17% 0.45% $1,188,420
Insight Advisors, LLC/ PA 0.91% 37,184 -1.5% 0.21% $1,165,733
ENVESTNET ASSET MANAGEMENT INC 0.88% 36,200 0% $1,134,878
Copia Wealth Management 0.81% 33,317 +18% 0.63% $1,044,491
INTEGRITY ALLIANCE, LLC. 0.71% 29,161 +100% 0.03% $914,200
MML INVESTORS SERVICES, LLC 0.49% 20,196 0% $633,155
Stratos Wealth Advisors, LLC 0.46% 18,756 -0.69% 0.03% $588,023
JANE STREET GROUP, LLC 0.36% 14,903 0% $467,211
HRT FINANCIAL LP 0.35% 14,189 0% $444,000
Persium Advisors, LLC 0.31% 12,900 0.26% $404,416
Game Plan Financial Advisors, LLC 0.3% 12,140 -22% 0.14% $380,590
BANK OF AMERICA CORP /DE/ 0.24% 10,000 0% $313,500
Belpointe Asset Management LLC 0.24% 9,914 +38% 0.01% $310,805
CITADEL ADVISORS LLC 0.24% 9,858 -46% 0% $309,049
Realta Investment Advisors 0.2% 8,405 -5.2% 0.08% $263,498
COMMONWEALTH EQUITY SERVICES, LLC 0.2% 8,374 -9.2% 0% $262,530
Prostatis Group LLC 0.18% 7,217 -11% 0.05% $226,254
WNY Asset Management, LLC 0.17% 6,807 0.02% $213,400
Fortis Group Advisors, LLC 0.17% 6,786 0.03% $212,742
PRIVATE TRUST CO NA 0.12% 4,971 0.01% $155,841

Quarter history

Institutional holders across reporting periods

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

Periods
5
Latest
Q2 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,061,874 $33,288,072 +$20,760,081 $31.35 30
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .