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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | History | New | 304,475 | 9,179 | 0.39% | — | 1 | +304,475 | New | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 268,585 | 8,420 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 255,739 | 7,710 | 0.01% | 0.01% | 3 | -2,858 | -1.11% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 82,586 | 2,589 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 66,303 | 1,999 | 0.06% | 0.06% | 5 | +2,391 | 3.74% | Q3 2026 | Nov 05, 2026 |
| Generation Capital Management LLC | History | No change | 39,750 | 1,246 | 0.76% | 0.76% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | Added to | 40,625 | 1,224 | 0.48% | 0.45% | 7 | +2,717 | 7.17% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 36,200 | 1,134 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 37,204 | 1,121 | 0.2% | 0.21% | 9 | +20 | 0.05% | Q3 2026 | Oct 22, 2026 |
| Copia Wealth Management | History | No change | 33,317 | 1,044 | 0.63% | 0.63% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,196 | 633 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 18,756 | 588 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,903 | 467 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 14,189 | 444 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 12,140 | 380 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,000 | 313 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,914 | 310 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,858 | 309 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,858 | 267 | 0.0% | 0.0% | 19 | +484 | 5.78% | Q3 2026 | Nov 02, 2026 |
| Prostatis Group LLC | History | No change | 7,217 | 226 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 6,807 | 213 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 6,786 | 212 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,135 | 184 | 0.01% | 0.01% | 23 | +1,164 | 23.42% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,052 | 95 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,690 | 84 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,418 | 75 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 31 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -29,161 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Persium Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -12,900 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -8,405 | -100.0% | Q3 2026 | Oct 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2026 | Oct 13, 2026 |