Public ownership evidence

Hedgeye Capital Allocation ETF (HECA) Ownership Disclosures

Read HECA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Hedgeye Capital Allocation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Copia Wealth Management
Report period
2026-06-30
Available
2026-08-19
Reported shares
44
Value (USD)
$1,201
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002058771-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HECA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HECA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Copia Wealth Management2026-06-302026-08-1944$1,201None
WNY Asset Management, LLC2026-06-302026-08-181,165,639$31,821,945None
FWG Holdings, LLC2026-06-302026-08-1511,627$317,313None
Qube Research & Technologies Ltd2026-06-302026-08-152,036$55,583None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,040$28,392None
JANE STREET GROUP, LLC2026-06-302026-08-1523,848$651,050None
HRT FINANCIAL LP2026-06-302026-08-15132,887$3,627,000None
GTS SECURITIES LLC2026-06-302026-08-1535,311$963,990None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,510$1,542,723None
&PARTNERS2026-06-302026-08-1511,047$301,583None
ROYAL BANK OF CANADA2026-06-302026-08-151,065$29,000None
CITADEL ADVISORS LLC2026-06-302026-08-1594,666$2,584,382None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1565,000$1,774,500None
UBS Group AG2026-06-302026-08-14147$4,013None
Compass Ion Advisors, LLC2026-06-302026-08-1348,341$1,319,712None
NewEdge Advisors, LLC2026-06-302026-08-13224,036$6,116,186None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13170$4,653None
BANK OF MONTREAL /CAN/2026-06-302026-08-1354,409$1,485,366None
STIFEL FINANCIAL CORP2026-06-302026-08-13262,460$7,165,172None
Stratos Wealth Advisors, LLC2026-06-302026-08-128,559$233,669None
PHILADELPHIA TRUST CO2026-06-302026-08-1111,092$303,000None
Panoramic Capital Partners, LLC2026-06-302026-08-089,661$263,745None
Ergawealth Advisors, Inc.2026-06-302026-08-0812,159$331,941None
Game Plan Financial Advisors, LLC2026-06-302026-08-0817,664$482,227None
OneDigital Investment Advisors LLC2026-06-302026-08-08141,752$3,869,830None
Sigma Planning Corp2026-06-302026-08-0821,265$580,535None
LPL Financial LLC2026-06-302026-08-08283,635$7,743,236None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0810,956$299,102None
Persium Advisors, LLC2026-06-302026-08-0757,600$1,572,480None
Mowery & Schoenfeld Wealth Management, LLC2026-06-302026-08-077,811$213,241None
Meridian Wealth Management, LLC2026-06-302026-08-0631,195$851,624None
Insight Advisors, LLC/ PA2026-06-302026-08-06145,196$3,963,855None
HighTower Advisors, LLC2026-06-302026-08-06147,389$4,023,720None
Persium Advisors, LLC2026-06-302026-08-0457,600$1,572,480None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0469,390$1,894,360None
Ball & Co Wealth Management Inc.2026-06-302026-08-01133,666$3,649,000None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-311,802,737$49,215,000None
Haven Private, LLC2026-06-302026-07-3029,455$804,122None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30170,081$4,643,210None
PRIVATE TRUST CO NA2026-06-302026-07-2914,231$388,506None
TRUIST FINANCIAL CORP2026-06-302026-07-2961,204$1,670,869None
Fortis Group Advisors, LLC2026-06-302026-07-25164,864$4,500,777None
WMG Financial Advisors, LLC2026-06-302026-07-24833$22,741None
WMG Financial Advisors, LLC2026-06-302026-07-24464,269$12,674,544None
Brookwood Investment Group LLC2026-06-302026-07-2410,098$275,675None
Fiscal Wisdom Wealth Management, LLC2026-06-302026-07-227,385$201,611None
Realta Investment Advisors2026-06-302026-07-211,460$39,858None
Farther Finance Advisors, LLC2026-06-302026-07-186,246$170,516None

90-day public filing window, up to 50 source positions.

Copia Wealth Management ↗WNY Asset Management, LLC ↗FWG Holdings, LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗&PARTNERS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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