ETF Opportunities Trust - HGRO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | New | 268,585 | 8,420 | 0.0% | — | 1 | +268,585 | New | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | New | 258,597 | 8,107 | 0.01% | — | 2 | +258,597 | New | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 82,586 | 2,589 | 0.0% | 0.0% | 3 | -1,625 | -1.93% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | New | 63,912 | 2,003 | 0.06% | — | 4 | +63,912 | New | Q2 2026 | Aug 05, 2026 |
| Generation Capital Management LLC | History | New | 39,750 | 1,246 | 0.76% | — | 5 | +39,750 | New | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | Added to | 37,908 | 1,188 | 0.45% | 0.39% | 6 | +5,633 | 17.45% | Q2 2026 | Jul 28, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 37,184 | 1,165 | 0.21% | 0.2% | 7 | -570 | -1.51% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 36,200 | 1,134 | 0.0% | — | 8 | +36,200 | New | Q2 2026 | Aug 03, 2026 |
| Copia Wealth Management | History | Added to | 33,317 | 1,044 | 0.63% | 0.54% | 9 | +5,137 | 18.23% | Q2 2026 | Aug 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 29,161 | 914 | 0.03% | 0.02% | 10 | +14,572 | 99.88% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 20,196 | 633 | 0.0% | — | 11 | +20,196 | New | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 18,756 | 588 | 0.03% | 0.03% | 12 | -130 | -0.69% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 20,266 | 565 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,903 | 467 | 0.0% | — | 14 | +14,903 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 14,189 | 444 | 0.0% | — | 15 | +14,189 | New | Q2 2026 | Aug 14, 2026 |
| Persium Advisors, LLC | History | New | 12,900 | 404 | 0.26% | — | 16 | +12,900 | New | Q2 2026 | Aug 06, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 12,140 | 380 | 0.14% | 0.2% | 17 | -3,450 | -22.13% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 10,000 | 313 | 0.0% | — | 18 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,914 | 310 | 0.01% | 0.01% | 19 | +2,735 | 38.1% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,858 | 309 | 0.0% | 0.0% | 20 | -8,407 | -46.03% | Q2 2026 | Sep 02, 2026 |
| Realta Investment Advisors | History | Reduced | 8,405 | 263 | 0.08% | 0.09% | 21 | -460 | -5.19% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,374 | 262 | 0.0% | 0.0% | 22 | -844 | -9.16% | Q2 2026 | Jul 29, 2026 |
| Prostatis Group LLC | History | Reduced | 7,217 | 226 | 0.05% | 0.06% | 23 | -847 | -10.5% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | New | 6,807 | 213 | 0.02% | — | 24 | +6,807 | New | Q2 2026 | Aug 17, 2026 |
| Fortis Group Advisors, LLC | History | New | 6,786 | 212 | 0.03% | — | 25 | +6,786 | New | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,971 | 155 | 0.01% | — | 26 | +4,971 | New | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,052 | 95 | 0.0% | — | 27 | +3,052 | New | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,690 | 84 | 0.0% | 0.0% | 28 | +460 | 20.63% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,418 | 75 | 0.0% | — | 29 | +2,418 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 31 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 98 | 3 | 0.0% | — | 31 | +98 | New | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77,494 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -36,936 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,900 | -100.0% | Q2 2026 | Jul 09, 2026 |