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 25 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $92.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
May 06, 2024 Q1 2024 |
550,476
shares
|
$18.8 Million
1.64% of portfolio
|
Q1 2024
Added 14.88%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
525,714
shares
|
$18 Million
4.64% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
462,020
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2024
Added 24.18%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 09, 2024 Q1 2024 |
196,093
shares
|
$6.71 Million
2.13% of portfolio
|
Q1 2024
Added 75.67%
|
|
|
Fulton Bank, N.A.
|
Apr 10, 2024 Q1 2024 |
141,540
shares
|
$4.84 Million
0.43% of portfolio
|
Q1 2024
Added 202.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
124,719
shares
|
$4.27 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
120,008
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2024
Added 2397.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
92,790
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2024
Added 4.65%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
90,801
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
71,591
shares
|
$2.45 Million
1.6% of portfolio
|
Q2 2024
Added 10.28%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
59,413
shares
|
$2.03 Million
0.15% of portfolio
|
Q1 2024
Added 25.12%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
58,196
shares
|
$1.99 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
In Track Investment Management Inc
|
Apr 18, 2024 Q1 2024 |
46,705
shares
|
$1.6 Million
1.15% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
41,975
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2024
Added 143.46%
|
|
|
Gibraltar Capital Management, Inc.
|
May 06, 2024 Q1 2024 |
29,806
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2024
Added 4.83%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
27,007
shares
|
$923,639
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
22,430
shares
|
$767,106
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 22, 2024 Q1 2024 |
20,550
shares
|
$702,810
0.06% of portfolio
|
Q1 2024
Added 12.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,569
shares
|
$429,859
0.0% of portfolio
|
Q1 2024
Added 77.23%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
10,635
shares
|
$363,717
0.0% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
7,049
shares
|
$241,075
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,335
shares
|
$45,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,034
shares
|
$35,362
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$17,100
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|