ETF Opportunities Trust - VSLU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Crestwood Advisors Group, LLC | History | Reduced | 2,891,253 | 140,312 | 2.07% | 2.05% | 1 | -95,232 | -3.19% | Q3 2026 | Oct 27, 2026 |
| Watchman Group, Inc. | History | Added to | 774,439 | 37,583 | 8.65% | 7.73% | 2 | +26,374 | 3.53% | Q3 2026 | Oct 16, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 749,521 | 36,374 | 6.93% | 6.34% | 3 | +33,059 | 4.61% | Q3 2026 | Oct 20, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 751,418 | 34,750 | 2.47% | 2.47% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 672,436 | 31,097 | 1.52% | 1.52% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FULTON BANK, N.A. | History | Added to | 511,540 | 24,825 | 0.75% | 0.63% | 6 | +62,826 | 14.0% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 523,897 | 24,060 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 452,701 | 21,969 | 0.71% | 0.66% | 8 | +27,669 | 6.51% | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 416,432 | 19,258 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 311,939 | 15,138 | 4.4% | 4.2% | 10 | -920 | -0.29% | Q3 2026 | Oct 05, 2026 |
| Old Port Advisors | History | Added to | 276,649 | 13,425 | 2.69% | 2.48% | 11 | +4,954 | 1.82% | Q3 2026 | Oct 23, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 285,970 | 13,225 | 10.68% | 10.68% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CROBAN | History | No change | 243,828 | 11,274 | 4.97% | 4.97% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 217,034 | 10,532 | 2.16% | 2.06% | 14 | -1,467 | -0.67% | Q3 2026 | Oct 20, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 194,758 | 9,451 | 1.42% | 1.44% | 15 | -7,065 | -3.5% | Q3 2026 | Oct 27, 2026 |
| ATWOOD & PALMER INC | History | Added to | 186,115 | 9,032 | 0.46% | 0.44% | 16 | +7,836 | 4.4% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 132,129 | 6,110 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 131,747 | 6,092 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 124,164 | 6,025 | 1.59% | 1.3% | 19 | +14,006 | 12.71% | Q3 2026 | Nov 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 119,457 | 5,524 | 0.33% | 0.33% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 93,405 | 4,532 | 0.03% | 0.03% | 21 | +1,084 | 1.17% | Q3 2026 | Oct 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 82,236 | 3,990 | 0.82% | 0.79% | 22 | -1,295 | -1.55% | Q3 2026 | Oct 20, 2026 |
| Applied Finance Capital Management, LLC | History | No change | 70,827 | 3,437 | 0.26% | 0.24% | 23 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 73,694 | 3,408 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 48,656 | 2,250 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 43,126 | 1,994 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 36,506 | 1,821 | 0.16% | 0.16% | 27 | +1,633 | 4.68% | Q3 2026 | Oct 20, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 25,546 | 1,239 | 0.06% | 0.07% | 28 | -3,816 | -13.0% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 25,337 | 1,171 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 22,945 | 1,061 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 20,180 | 933 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Family Office, LLC | History | No change | 18,986 | 878 | 0.44% | 0.44% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 16,782 | 814 | 0.01% | — | 33 | +16,782 | New | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,574 | 804 | 0.06% | 0.06% | 34 | +625 | 3.92% | Q3 2026 | Oct 20, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 16,904 | 781 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| InTrack Investment Management Inc | History | Reduced | 13,754 | 667 | 0.32% | 0.33% | 36 | -579 | -4.04% | Q3 2026 | Oct 15, 2026 |
| HRT FINANCIAL LP | History | No change | 13,462 | 622 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,113 | 560 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 11,476 | 530 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,958 | 483 | 0.01% | 0.01% | 40 | +69 | 0.7% | Q3 2026 | Oct 28, 2026 |
| Plan A Wealth LLC | History | Added to | 9,127 | 442 | 0.16% | 0.16% | 41 | +1,191 | 15.01% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,847 | 409 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,886 | 364 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,093 | 328 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,532 | 302 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,161 | 284 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Auxano Advisors, LLC | History | No change | 5,398 | 249 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.P. Marvel Investment Advisors, LLC | History | No change | 5,038 | 244 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,350 | 211 | 0.0% | — | 49 | +4,350 | New | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,498 | 208 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 690 | 31 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 418 | 20 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 132 | 6 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PlanVest Financial, Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,996 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Closed out | 0 | 0 | — | 0.1% | — | -5,895 | -100.0% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |