LPL Financial’s Hedgeye Capital Allocation ETF HECA Stock Holding History

LPL Financial’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	$7.74M	Buy	+283,635	New	+$7.82M	﹤0.01%	2382

Other funds holding HECA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

BCWM

Ball & Co Wealth Management Franklin, Tennessee $141M AUM 21.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's HECA Position: Q2 2026 in Review

LPL Financial opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 283,635 shares worth $7.74M. The stake represents ﹤0.01% of the portfolio and ranks #2382 among its holdings.

27 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

LPL Financial held 283,635 shares of Hedgeye Capital Allocation ETF worth $7.74M as of Q2 2026.
Hedgeye Capital Allocation ETF was a new LPL Financial position in Q2 2026.
Hedgeye Capital Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2382 holding.
27 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.