HEFT Hedgeye Fourth Turning ETF
NYSE ARCA close Oct 2, 2026HEFT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Dec 30, 2025 | $0.01 | USD | — |
Institutional owners (13F) 25 filers · $43.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 | 1 | 5 | 8 | · |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | $30,686,053 | 1,157,091 | 70.29% | Shares |
| HighTower Advisors, LLC | $3,154,687 | 118,955 | 7.23% | Shares |
| TRUIST FINANCIAL CORP | $1,967,864 | 74,203 | 4.51% | Shares |
| GTS SECURITIES LLC | $1,703,327 | 64,228 | 3.90% | Shares |
| Essex Financial Services, Inc. | $978,964 | 36,914 | 2.24% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $764,200 | 28,816 | 1.75% | Shares |
| WMG Financial Advisors, LLC | $731,289 | 27,575 | 1.68% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $711,001 | 26,810 | 1.63% | Shares |
| CITADEL ADVISORS LLC | $624,440 | 23,546 | 1.43% | Shares |
| BENJAMIN EDWARDS INC | $387,451 | 14,610 | 0.89% | Shares |
| &PARTNERS | $373,640 | 14,089 | 0.86% | Shares |
| Crown Wealth Group, LLC | $368,098 | 13,880 | 0.84% | Shares |
| OneDigital Investment Advisors LLC | $267,719 | 10,095 | 0.61% | Shares |
| MML INVESTORS SERVICES, LLC | $260,374 | 9,818 | 0.60% | Shares |
| Slocum, Gordon & Co LLP | $239,104 | 9,016 | 0.55% | Shares |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $176,464 | 6,654 | 0.40% | Shares |
| Game Plan Financial Advisors, LLC | $71,604 | 2,700 | 0.16% | Shares |
| ROYAL BANK OF CANADA | $64,000 | 2,391 | 0.15% | Shares |
| BANK OF MONTREAL /CAN/ | $53,040 | 2,000 | 0.12% | Shares |
| UBS Group AG | $31,028 | 1,170 | 0.07% | Shares |
| Realta Investment Advisors | $17,636 | 665 | 0.04% | Shares |
| CWM, LLC | $13,310 | 500 | 0.03% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $4,774 | 180 | 0.01% | Shares |
| Tower Research Capital LLC (TRC) | $2,625 | 99 | 0.01% | Shares |
| WELLS FARGO & COMPANY/MN | $2,440 | 92 | 0.01% | Shares |
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