Institutional Ownership
ETF Opportunities Trust
CUSIP 26923N405APPLIED FINA VALVSLUQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
46
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 2.82M | $118.09M |
| 2 | Novare Capital Management LLC | 804.1K | $33.62M |
| 3 | Watchman Group, Inc. | 719.1K | $30.06M |
| 4 | Newman Dignan & Sheerar, Inc. | 706.0K | $29.52M |
| 5 | Jacobi Capital Management LLC | 616.0K | $25.75M |
| 6 | Eversource Wealth Advisors, LLC | 500.7K | $20.94M |
| 7 | Fulton Bank, N.A. | 356.2K | $14.89M |
| 8 | Jpmorgan Chase & Co | 334.0K | $13.59M |
| 9 | Acima Private Wealth, LLC | 278.2K | $11.63M |
| 10 | Clarion Wealth Managment Partners, LLC | 251.5K | $10.51M |