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 35 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,136,311
shares
|
$41.2 Million
0.81% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
659,425
shares
|
$23.9 Million
2.04% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
612,775
shares
|
$22.2 Million
3.77% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
512,100
shares
|
$18.6 Million
5.57% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
353,694
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
250,447
shares
|
$9.08 Million
0.0% of portfolio
|
Q3 2024
Added 58.98%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
227,620
shares
|
$8.25 Million
0.69% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
196,472
shares
|
$7.12 Million
0.55% of portfolio
|
Q3 2024
Added 62.15%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
187,038
shares
|
$6.78 Million
0.46% of portfolio
|
Q3 2024
Added 189.65%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
165,719
shares
|
$6.01 Million
0.45% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
99,305
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
97,729
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
80,881
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
80,781
shares
|
$2.93 Million
1.77% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
69,910
shares
|
$2.53 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
68,639
shares
|
$2.49 Million
0.83% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
68,516
shares
|
$2.48 Million
0.75% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
60,195
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Added 3.43%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
54,898
shares
|
$1.99 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
30,877
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
22,100
shares
|
$801,346
0.06% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,528
shares
|
$599,305
0.0% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,065
shares
|
$437,476
0.05% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,935
shares
|
$396,503
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,897
shares
|
$358,865
0.0% of portfolio
|
Q3 2024
New holding
|