HGRO institutional holders

Hedgeye Quality Growth ETF · 31 reporting institutions · $33.4M reported value

Funds that can replace HGRO · HGRO return decomposition

Institutional holdings

Institutions reporting HGRO, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$8.4M23,4582026-06-30
Truist Financial Corp$8.1M02026-06-30
Hightower Advisors, LLC$2.6M1,0462026-06-30
Meridian Wealth Management, LLC$2M582026-06-30
Generation Capital Management LLC$1.2M22026-06-30
Haven Private, LLC$1.2M62026-06-30
Insight Advisors, LLC/ PA$1.2M122026-06-30
Envestnet Pmc$1.1M602026-06-30
Copia Wealth Management$1M42026-06-30
Integrity Alliance, Llc.$914.2K3532026-06-30
MML Investors Services, LLC$633.2K5,1202026-06-30
Stratos Wealth Advisors, LLC$588K712026-06-30
Cwm, LLC$565.4K6672026-03-31
Jane Street Group, LLC$467.2K02026-06-30
Persium Advisors, LLC$404.4K122026-06-30
Game Plan Financial Advisors, LLC$380.6K22026-06-30
Bank of America Corp /de$313.5K02026-06-30
Belpointe Asset Management LLC$310.8K1702026-06-30
Citadel Advisors LLC$309K02026-06-30
Realta Investment Advisors$263.5K572026-06-30
Commonwealth Equity Services, LLC$262.5K2,8632026-06-30
Prostatis Group LLC$226.3K152026-06-30
Wny Asset Management, LLC$213.4K292026-06-30
Fortis Group Advisors, LLC$212.7K252026-06-30
Private Trust Co NA$155.8K02026-06-30
Jpmorgan Chase & Co$95K02026-06-30
Royal Bank of Canada$84K02026-06-30
Steward Partners Investment Advisory, LLC$75.8K4812026-06-30
Osaic Holdings, Inc.$31.4K02026-06-30
Salem Investment Counselors Inc$3.1K132026-06-30
Hrt Financial LP$44402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30