IA
HECA

Insight Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Insight Advisors’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96M Buy
145,196
+34,220
+31% +$943K 0.7% 22
2026
Q1 		$3.2M Buy
110,976
+82,035
+283% +$2.42M 0.61% 25
2025
Q4 		$800K Buy
+28,941
New +$816K 0.12% 110

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Insight Advisors's HECA Position: Q2 2026 in Review

Insight Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 31% in Q2 2026, buying an estimated $943K and bringing the position to 145,196 shares worth $3.96M. The position accounts for 0.7% of the portfolio, ranked #22.

Insight Advisors first reported a position in HECA in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Insight Advisors held 145,196 shares of Hedgeye Capital Allocation ETF worth $3.96M as of Q2 2026.
  • Insight Advisors bought 34,220 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $943K.
  • Hedgeye Capital Allocation ETF made up 0.7% of Insight Advisors's portfolio in Q2 2026, its #22 holding.
  • Insight Advisors first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.