HECA

Hedgeye Capital Allocat Etf

Latest period2026 - Q2Total superinvestors7

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Hedgeye Capital Allocat Etf (HECA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Hedgeye Capital Allocat Etf (HECA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Hedgeye Capital Allocat Etf (HECA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Hedgeye Capital Allocat Etf (HECA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Elizabeth C. DeWan@Wmg Financial Advisors, Llc Recent Activity Increased 18.59%	4.79%	$12.697M 465,102 shares@ 27.31 avg price	Increased 18.59%
AUSTIN SWEERUS@Fortis Group Advisors, Llc Recent Activity Increased 102.44%	0.72%	$4.501M 164,864 shares@ 27.3 avg price	Increased 102.44%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 38.47%	0.02%	$701,610 25,700 shares@ 27.3 avg price	Increased 38.47%
Rich Mowrer@Brookwood Investment Group Llc Recent Activity Decreased -16.71%	0.04%	$275,675 10,098 shares@ 27.3 avg price	Decreased -16.71%
Michael Chadwick@Fiscal Wisdom Wealth Management, Llc Recent Activity Decreased -15.93%	0.18%	$201,611 7,385 shares@ 27.31 avg price	Decreased -15.93%
Christopher C. Powers@Farther Finance Advisors, Llc Recent Activity Decreased -18.05%	0.01%	$170,516 6,246 shares@ 27.31 avg price	Decreased -18.05%
Amy Odom@Realta Investment Advisors Recent Activity Increased 484%	0.02%	$39,858 1,460 shares@ 27.3 avg price	Increased 484%

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