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 | Added to | 2,824,330 | 118,085 | 1.99% | 1.47% | 1 | +824,524 | 41.23% | Q1 2026 | May 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 804,077 | 33,618 | 2.66% | 2.71% | 2 | -11,853 | -1.45% | Q1 2026 | Apr 17, 2026 |
| Watchman Group, Inc. | History | Added to | 719,058 | 30,063 | 7.28% | 7.06% | 3 | +50,795 | 7.6% | Q1 2026 | Apr 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 705,983 | 29,517 | 6.21% | 6.5% | 4 | +1,440 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 615,985 | 25,754 | 1.44% | 1.32% | 5 | +101,875 | 19.82% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 500,722 | 20,935 | 0.64% | 0.51% | 6 | +184,476 | 58.33% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 356,192 | 14,892 | 0.52% | 0.49% | 7 | +38,169 | 12.0% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 334,020 | 13,587 | 0.0% | 0.0% | 8 | +159,593 | 91.5% | Q1 2026 | May 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 278,202 | 11,631 | 3.65% | 3.78% | 9 | +2,752 | 1.0% | Q1 2026 | Apr 06, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 251,482 | 10,514 | 9.53% | 6.66% | 10 | +88,856 | 54.64% | Q1 2026 | May 08, 2026 |
| Old Port Advisors | History | Added to | 248,497 | 10,389 | 2.39% | 2.26% | 11 | +40,520 | 19.48% | Q1 2026 | Apr 06, 2026 |
| CROBAN | History | Added to | 243,118 | 10,164 | 4.78% | 4.86% | 12 | +15,322 | 6.73% | Q1 2026 | May 12, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 214,425 | 8,965 | 2.25% | 0.09% | 13 | +206,534 | 2617.34% | Q1 2026 | Apr 16, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 204,495 | 8,549 | 0.48% | 0.53% | 14 | -8,094 | -3.81% | Q1 2026 | Apr 15, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 186,561 | 7,800 | 1.34% | 1.55% | 15 | -19,830 | -9.61% | Q1 2026 | Apr 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 153,938 | 6,436 | 0.41% | 0.46% | 16 | -9,743 | -5.95% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 129,147 | 5,399 | 0.0% | 0.0% | 17 | +1,134 | 0.89% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 107,528 | 4,495 | 0.01% | 0.01% | 18 | -19,573 | -15.4% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 90,031 | 3,844 | 0.04% | 0.04% | 19 | +3,510 | 4.06% | Q1 2026 | Apr 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 84,176 | 3,519 | 0.86% | 0.88% | 20 | +4,265 | 5.34% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 77,087 | 3,223 | 0.04% | 0.05% | 21 | -3,726 | -4.61% | Q1 2026 | May 15, 2026 |
| Applied Finance Capital Management, LLC | History | No change | 70,827 | 2,961 | 0.22% | 0.22% | 22 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 61,355 | 2,565 | 0.88% | 0.89% | 23 | +4,173 | 7.3% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 43,777 | 1,830 | 0.02% | 0.03% | 24 | +880 | 2.05% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 41,733 | 1,744 | 0.0% | 0.0% | 25 | -17,892 | -30.01% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Added to | 32,249 | 1,348 | 0.0% | 0.0% | 26 | +17,020 | 111.76% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 29,045 | 1,214 | 0.06% | 0.06% | 27 | +2,697 | 10.24% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,854 | 1,164 | 0.0% | 0.0% | 28 | +3,423 | 14.01% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 23,773 | 1,031 | 0.12% | 0.06% | 29 | +13,558 | 132.73% | Q1 2026 | Apr 22, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 21,566 | 901 | 0.63% | 1.83% | 30 | -39,334 | -64.59% | Q1 2026 | Apr 21, 2026 |
| BankPlus Trust Department | History | No change | 20,180 | 843 | 0.23% | 0.23% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 20,048 | 838 | 0.0% | 0.0% | 32 | -4,094 | -16.96% | Q1 2026 | May 05, 2026 |
| InTrack Investment Management Inc | History | Reduced | 17,021 | 711 | 0.41% | 0.46% | 33 | -1,430 | -7.75% | Q1 2026 | Apr 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15,949 | 666 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 15,900 | 664 | 0.03% | 0.03% | 35 | -2,600 | -14.05% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,313 | 514 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,368 | 391 | 0.01% | 0.01% | 37 | +258 | 2.83% | Q1 2026 | May 14, 2026 |
| Plan A Wealth LLC | History | No change | 8,094 | 338 | 0.16% | 0.18% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,876 | 329 | 0.0% | 0.0% | 39 | -684 | -7.99% | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 6,064 | 253 | 0.03% | — | 40 | +6,064 | New | Q1 2026 | May 07, 2026 |
| Auxano Advisors, LLC | History | New | 5,398 | 225 | 0.04% | — | 41 | +5,398 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 690 | 28 | 0.0% | 0.0% | 42 | +173 | 33.46% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 418 | 17 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 25 | 1 | 0.0% | — | 44 | +25 | New | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,750 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,323 | -100.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |