Hedgeye Fourth Turning ETF (HEFT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (2 Quarters)

No trend data available for this metric.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 18 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders18of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio18x

53th percentile

18 buying1 selling

+17

New

-1

Closed

+1.3M

Net shares

Ownership Concentration

Top 5: 89.5%Top 10: 97.7%

FOURPATH CAPITAL MANAGEMENT,41.9%

TRUIST FINANCIAL22.4%

HighTower Advisors,17.1%

GTS SECURITIES4.9%

ENVESTNET ASSET MANAGEMENT3.2%

Others (13)10.5%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 0.27%Max: 2.12%High conviction (>1%): 1

FOURPATH CAPITAL MANAGEMENT,

TRUIST FINANCIAL

HighTower Advisors,

GTS SECURITIES

ENVESTNET ASSET MANAGEMENT

Essex Financial Services,

WMG Financial Advisors,

Crown Wealth Group,

&PARTNERS

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Crowding AnalysisModerate

Holders18of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio18x

53th percentile

18 buying1 selling

+17

New

-1

Closed

+1.3M

Net shares

Ownership Concentration

Top 5: 89.5%Top 10: 97.7%

FOURPATH CAPITAL MANAGEMENT,41.9%

TRUIST FINANCIAL22.4%

HighTower Advisors,17.1%

GTS SECURITIES4.9%

ENVESTNET ASSET MANAGEMENT3.2%

Others (13)10.5%

Crowding AnalysisModerate

Holders18of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio18x

53th percentile

18 buying1 selling

+17

New

-1

Closed

+1.3M

Net shares

Ownership Concentration

Top 5: 89.5%Top 10: 97.7%

FOURPATH CAPITAL MANAGEMENT,41.9%

TRUIST FINANCIAL22.4%

HighTower Advisors,17.1%

GTS SECURITIES4.9%

ENVESTNET ASSET MANAGEMENT3.2%

Others (13)10.5%

Ownership Map

Top 18 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 18 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)