OIA
HECA

OneDigital Investment Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

OneDigital Investment 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 		$3.87M Buy
141,752
+3,662
+3% +$101K 0.03% 357
2026
Q1 		$3.99M Buy
138,090
+7,620
+6% +$225K 0.04% 313
2025
Q4 		$3.61M Buy
130,470
+27,090
+26% +$764K 0.04% 331
2025
Q3 		$2.83M Buy
+103,380
New +$2.65M 0.03% 359

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

OneDigital Investment Advisors's HECA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 2.7% in Q2 2026, buying an estimated $101K and bringing the position to 141,752 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #357.

OneDigital Investment Advisors first reported a position in HECA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.99M in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • OneDigital Investment Advisors held 141,752 shares of Hedgeye Capital Allocation ETF worth $3.87M as of Q2 2026.
  • OneDigital Investment Advisors bought 3,662 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $101K.
  • Hedgeye Capital Allocation ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #357 holding.
  • OneDigital Investment Advisors first reported a position in Hedgeye Capital Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's Hedgeye Capital Allocation ETF position peaked at $3.99M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.