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 33 institutions that hold shares in the stock, with a total of 4.77 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,209,771
shares
|
$42 Million
0.84% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
723,401
shares
|
$25.1 Million
2.24% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
585,953
shares
|
$20.4 Million
6.9% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
275,828
shares
|
$9.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
248,356
shares
|
$8.63 Million
0.7% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
238,091
shares
|
$8.27 Million
0.73% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
208,457
shares
|
$7.24 Million
0.52% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
205,118
shares
|
$7.13 Million
2.58% of portfolio
|
Q1 2025
Added 127.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
159,187
shares
|
$5.53 Million
0.41% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
126,330
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
122,501
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
111,168
shares
|
$3.86 Million
0.23% of portfolio
|
Q1 2025
Added 28.39%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
92,565
shares
|
$3.22 Million
2.99% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
91,446
shares
|
$3.18 Million
2.24% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
68,151
shares
|
$2.37 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
62,038
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
60,620
shares
|
$2.11 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
49,575
shares
|
$1.72 Million
1.59% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
32,439
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
26,281
shares
|
$913,264
0.0% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
20,600
shares
|
$715,850
0.05% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,729
shares
|
$372,832
0.04% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,260
shares
|
$356,535
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,028
shares
|
$348,473
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,332
shares
|
$289,537
0.01% of portfolio
|
Q1 2025
Added 0.75%
|