13F Insight
DOSSIER · 13F Holders · Q2 2026
RAA

ETF OPPORTUNITIES TRUST

15 institutions still hold ETF OPPORTUNITIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923N397·15 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$251M
visible holders
Holders
15
filers reporting
Concentration
90.21%
SMI Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

15 institutions reported RAA in Q2 2026. SMI Advisory Services, LLC leads at 90.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SMI Advisory Services, LLC
CIK 0001609008
$226M7.6M36.64%Q2 202602
EverSource Wealth Advisors, LLC
CIK 0001710537
$16M541K0.54%Q2 202603
Jacobi Capital Management LLC
CIK 0001689646
$2M61K0.09%Q2 202604
IFP Advisors, Inc
CIK 0001641866
$2M51K0.03%Q2 202605
Brookwood Investment Group LLC
CIK 0002066812
$1M40K0.13%Q2 202606
JT Stratford LLC
CIK 0001689013
$1M39K0.13%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M39K0.00%Q1 202608
Straight Path Wealth Management
CIK 0001902506
$548K19K0.13%Q2 202609
EP Wealth Advisors, LLC
CIK 0001540569
$535K18K0.00%Q2 202610
TCI Wealth Advisors, Inc.
CIK 0001583751
$329K11K0.01%Q2 202611
GTS SECURITIES LLC
CIK 0001452765· Market maker
$307K10K0.01%Q2 202612
Blue Trust, Inc.
CIK 0001856022
$115K4K0.00%Q2 202613
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$65K2K0.04%Q2 202614
UBS Group AG
CIK 0001610520
$2910.00%Q2 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at ETF OPPORTUNITIES TRUST
Ubs Ag →Mh Whittier Corp →Blackrock Financial Management Inc →