Stifel Financial
HECA

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

Stifel 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 		$7.17M Buy
262,460
+165,098
+170% +$4.55M 0.01% 1207
2026
Q1 		$2.81M Buy
+97,362
New +$2.87M ﹤0.01% 1712

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

Stifel Financial's HECA Position: Q2 2026 in Review

Stifel Financial increased its Hedgeye Capital Allocation ETF (HECA) stake by 170% in Q2 2026, buying an estimated $4.55M and bringing the position to 262,460 shares worth $7.17M. The position accounts for 0.01% of the portfolio, ranked #1207.

Stifel Financial first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Stifel Financial held 262,460 shares of Hedgeye Capital Allocation ETF worth $7.17M as of Q2 2026.
  • Stifel Financial bought 165,098 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $4.55M.
  • Hedgeye Capital Allocation ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1207 holding.
  • Stifel Financial first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.