Institutional Ownership
ETF Opportunities Trust
CUSIP 26923N405APPLIED FINA VALVSLUQ1 2026
Institutional Holders
46
13F filers
Shares Held
9.62M
Aggregate institutional
Institutional Value
$401.98M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased23
Decreased12
Sold out2
Institutional Holders
46 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 2.82M | $118.09M | +824.5K | Added |
| 2 | Novare Capital Management LLC | 804.1K | $33.62M | −11.9K | Reduced |
| 3 | Watchman Group, Inc. | 719.1K | $30.06M | +50.8K | Added |
| 4 | Newman Dignan & Sheerar, Inc. | 706.0K | $29.52M | +1.4K | Added |
| 5 | Jacobi Capital Management LLC | 616.0K | $25.75M | +101.9K | Added |
| 6 | Eversource Wealth Advisors, LLC | 500.7K | $20.94M | +184.5K | Added |
| 7 | Fulton Bank, N.A. | 356.2K | $14.89M | +38.2K | Added |
| 8 | Jpmorgan Chase & Co | 334.0K | $13.59M | +159.6K | Added |
| 9 | Acima Private Wealth, LLC | 278.2K | $11.63M | +2.8K | Added |
| 10 | Clarion Wealth Managment Partners, LLC | 251.5K | $10.51M | +88.9K | Added |
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