Institutional Ownership ETF Opportunities Tr Applied F (VSLU)
This table provides information about the institutional ownership of ETF Opportunities Tr Applied F (VSLU). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 6.05 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,227,398
shares
|
$52.2 Million
0.89% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
733,821
shares
|
$31.2 Million
2.37% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
688,156
shares
|
$29.3 Million
6.42% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
614,853
shares
|
$26.2 Million
7.53% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
391,875
shares
|
$16.7 Million
1.06% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
275,828
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
259,324
shares
|
$11 Million
0.81% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
233,264
shares
|
$9.92 Million
3.11% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
211,130
shares
|
$8.98 Million
0.6% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
171,371
shares
|
$7.29 Million
1.84% of portfolio
|
Q3 2025
Added 2785.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
151,232
shares
|
$6.43 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
127,508
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
124,941
shares
|
$5.31 Million
0.01% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
103,674
shares
|
$4.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
91,637
shares
|
$3.9 Million
3.06% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
90,244
shares
|
$3.84 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
77,006
shares
|
$3.28 Million
0.83% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
71,387
shares
|
$3.04 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
61,096
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
60,620
shares
|
$2.58 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
47,787
shares
|
$2.03 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
32,843
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
24,246
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,128
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
21,723
shares
|
$924,096
0.0% of portfolio
|
Q2 2025
New holding
|