13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
RAA

ETF OPPORTUNITIES TRUST

16 institutions still hold ETF OPPORTUNITIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923N397·16 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.3%
vs prior quarter
13F value held
$234M
65.0% inst. owned
of float
Holders
16
-59 QoQ
filers reporting
Activity
+90 / −69
+918 added · −736 reduced
this quarter
Concentration
91.03%
SMI Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported RAA in Q1 2026. SMI Advisory Services, LLC leads at 91.0% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SMI Advisory Services, LLC
CIK 0001609008
$213M7.7M35.17%Q1 202602
EverSource Wealth Advisors, LLC
CIK 0001710537
$14M499K0.42%Q1 202603
IFP Advisors, Inc
CIK 0001641866
$1M51K0.03%Q1 202604
JT Stratford LLC
CIK 0001689013
$1M43K0.15%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M39K0.00%Q1 202606
Jacobi Capital Management LLC
CIK 0001689646
$847,59831K0.05%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$728,13326K0.00%Q1 202608
Straight Path Wealth Management
CIK 0001902506
$513,23119K0.14%Q1 202609
EP Wealth Advisors, LLC
CIK 0001540569
$500,94718K0.00%Q1 202610
TCI Wealth Advisors, Inc.
CIK 0001583751
$307,16811K0.02%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$282,63510K0.00%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$269,97910K0.00%Q1 202613
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$60,4682K0.04%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$49,9482K0.00%Q1 202615
Sound Income Strategies, LLC
CIK 0001730960
$13,4364840.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025