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 41 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $241 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
|
$50.7 Million
0.89% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
733,821
shares
|
$30.3 Million
2.37% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
688,643
shares
|
$28.4 Million
6.28% of portfolio
|
Q2 2025
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
614,853
shares
|
$25.4 Million
7.53% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
391,875
shares
|
$16.2 Million
1.06% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
275,828
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
259,324
shares
|
$10.7 Million
0.81% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
233,264
shares
|
$9.63 Million
3.11% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
208,869
shares
|
$8.62 Million
0.58% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
151,232
shares
|
$6.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
127,508
shares
|
$5.26 Million
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
124,941
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
103,674
shares
|
$4.28 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
91,637
shares
|
$3.78 Million
3.06% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
90,244
shares
|
$3.72 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
|
$3.18 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
|
$2.95 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
62,038
shares
|
$2.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
60,620
shares
|
$2.5 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
32,843
shares
|
$1.36 Million
0.2% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
24,246
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,128
shares
|
$995,762
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
21,723
shares
|
$896,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
21,004
shares
|
$866,835
0.05% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
20,180
shares
|
$832,828
0.23% of portfolio
|
Q2 2025
New holding
|