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 46 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,437,371
shares
|
$61.9 Million
1.07% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
798,728
shares
|
$34.4 Million
2.63% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
688,156
shares
|
$29.6 Million
6.42% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
635,183
shares
|
$27.4 Million
7.87% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
432,777
shares
|
$18.6 Million
1.16% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
272,450
shares
|
$11.7 Million
0.87% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
256,620
shares
|
$11.1 Million
0.5% of portfolio
|
Q3 2025
Added 147.53%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
240,432
shares
|
$10.4 Million
3.21% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
211,130
shares
|
$9.09 Million
0.6% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
172,237
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.56%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
171,371
shares
|
$7.38 Million
1.84% of portfolio
|
Q3 2025
Added 2785.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
156,768
shares
|
$6.75 Million
0.44% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
134,125
shares
|
$5.78 Million
3.82% of portfolio
|
Q3 2025
Added 46.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
127,497
shares
|
$5.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
113,254
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
108,666
shares
|
$4.68 Million
4.58% of portfolio
|
Q3 2025
Added 127.4%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
90,244
shares
|
$3.89 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
78,409
shares
|
$3.38 Million
0.05% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
77,706
shares
|
$3.35 Million
0.85% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
71,628
shares
|
$3.08 Million
0.22% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
60,620
shares
|
$2.61 Million
2.66% of portfolio
|
Q1 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
35,395
shares
|
$1.52 Million
0.28% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,122
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
29,453
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 164.63%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
21,004
shares
|
$904,432
0.05% of portfolio
|
Q2 2025
Added 1.96%
|
|