Which funds hold HELS?

As of 2026-Q2, 2 institutional funds reported holding HELS (ETF OPPORTUNITIES TRUST) in SEC 13F filings, with a combined reported value of $1.51M.

How many shares of HELS do institutions own?

13F filers reported 60.21K shares of HELS, worth $1.51M in aggregate at the end of 2026-Q2.

Is institutional ownership of HELS rising or falling?

Share counts moved -20.1% versus the prior quarter — distribution.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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HELS — ETF OPPORTUNITIES TRUST

Reported value held$1.87M

Funds holding (latest)3

Sector—

Funds holding (Q2 2026)2

Institutional value$1.51M · 60.21K sh

New / Add / Cut / Exit0 / 1 / 0 / 1

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Reducing -20.1% (-15.11K sh)

Institutional value change Down -15.1%

As of Q2 2026, 2 SEC-registered investment managers reported holding HELS (ETF OPPORTUNITIES TRUST) in their latest 13F filings, with a combined reported value of $1.51M across 60.21K shares. That is -20.1% by share count (-15.11K shares) versus the previous quarter, while reported value moved -15.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

Fund	Shares	Value	Portfolio Weight	Change
Bank of America Corp history	60.00K	$1.50M	0.00%	Hold
UBS Group AG history	209	$5.24K	0.00%	Add

Q1 2026 — 3 funds

Fund	Shares	Value	Portfolio Weight	Change
Bank of America Corp history	60.00K	$1.42M	0.00%	New
Citadel Advisors history	15.19K	$358.52K	0.00%	New
UBS Group AG history	135	$3.19K	0.00%	New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Citadel Advisors sold 15.19K sh · $358.52K

Fund Position History — shares by quarter (top 3 funds)

Fund	Q2 2026	Q1 2026
Bank of America Corp	60.00K	60.00K
UBS Group AG	209	135
Citadel Advisors	—	15.19K

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