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 34 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
1,174,250
shares
|
$44.8 Million
0.83% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
689,360
shares
|
$26.3 Million
2.16% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
581,497
shares
|
$22.2 Million
6.55% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
377,665
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
248,356
shares
|
$9.46 Million
0.7% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
227,620
shares
|
$8.67 Million
0.69% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
184,819
shares
|
$7.04 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
178,702
shares
|
$6.81 Million
0.49% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
121,234
shares
|
$4.62 Million
0.0% of portfolio
|
Q4 2024
Added 22.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
118,803
shares
|
$4.53 Million
0.02% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
90,069
shares
|
$3.43 Million
1.11% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
86,583
shares
|
$3.3 Million
0.19% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
80,781
shares
|
$3.08 Million
1.77% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
76,236
shares
|
$2.91 Million
2.76% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
68,551
shares
|
$2.61 Million
0.78% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
62,510
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
54,679
shares
|
$2.08 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
32,731
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,254
shares
|
$924,319
0.0% of portfolio
|
Q4 2024
Reduced 90.32%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
20,600
shares
|
$785,066
0.05% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
19,616
shares
|
$747,565
0.03% of portfolio
|
Q4 2024
Reduced 75.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,652
shares
|
$672,717
0.0% of portfolio
|
Q4 2024
Added 185.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,600
shares
|
$594,516
0.0% of portfolio
|
Q4 2024
Added 151.61%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11,510
shares
|
$438,646
0.04% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,935
shares
|
$416,732
0.0% of portfolio
|
Q3 2024
Added 2.82%
|