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 30 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
1,015,781
shares
|
$34.9 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
599,827
shares
|
$20.6 Million
5.31% of portfolio
|
Q2 2024
Added 14.1%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
588,772
shares
|
$20.3 Million
1.83% of portfolio
|
Q2 2024
Added 6.96%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
412,281
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
Fulton Bank, N.A.
|
Jul 09, 2024 Q2 2024 |
161,473
shares
|
$5.55 Million
0.49% of portfolio
|
Q2 2024
Added 14.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
157,530
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2024
Added 31.27%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
156,967
shares
|
$5.4 Million
0.43% of portfolio
|
Q2 2024
Added 25.86%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
121,164
shares
|
$4.17 Million
0.36% of portfolio
|
Q2 2024
Added 188.66%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
97,089
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2024
Added 6.93%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
95,137
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2024
Added 2.53%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
76,856
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2024
Added 184.58%
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
71,591
shares
|
$2.46 Million
1.6% of portfolio
|
Q2 2024
Added 10.28%
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
67,995
shares
|
$2.34 Million
0.85% of portfolio
|
Q2 2024
New holding
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
64,573
shares
|
$2.22 Million
0.17% of portfolio
|
Q2 2024
Added 8.68%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
60,195
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2024
Added 3.43%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
57,901
shares
|
$1.99 Million
0.66% of portfolio
|
Q2 2024
Added 158.14%
|
|
In Track Investment Management Inc
|
Jul 15, 2024 Q2 2024 |
55,919
shares
|
$1.92 Million
1.37% of portfolio
|
Q2 2024
Added 19.73%
|
|
Gibraltar Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
29,355
shares
|
$1.01 Million
0.47% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
20,950
shares
|
$720,680
0.06% of portfolio
|
Q2 2024
Added 1.95%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,705
shares
|
$471,452
0.0% of portfolio
|
Q2 2024
Added 9.04%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,451
shares
|
$462,714
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
12,365
shares
|
$425,356
0.05% of portfolio
|
Q2 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
10,635
shares
|
$365,844
0.0% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
7,304
shares
|
$251,257
0.01% of portfolio
|
Q2 2024
Added 3.62%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,575
shares
|
$226,180
0.0% of portfolio
|
Q2 2024
New holding
|