13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
VSLU

ETF OPPORTUNITIES TRUST

48 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 26923N405·48 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$378M
73.0% inst. owned
of float
Holders
48
-54 QoQ
filers reporting
Activity
+9 / −18
+800 added · −712 reduced
this quarter
Concentration
31.22%
Crestwood Advisors Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported VSLU in Q1 2026. Crestwood Advisors Group, LLC leads at 31.2% of the visible book. -54 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Crestwood Advisors Group, LLC
CIK 0001426853
$118M2.8M1.99%Q1 202602
NOVARE CAPITAL MANAGEMENT LLC
CIK 0001388409
$34M804K2.66%Q1 202603
Watchman Group, Inc.
CIK 0001748726
$30M719K7.28%Q1 202604
Newman Dignan & Sheerar, Inc.
CIK 0001566493
$30M706K6.21%Q1 202605
Jacobi Capital Management LLC
CIK 0001689646
$26M616K1.44%Q1 202606
EverSource Wealth Advisors, LLC
CIK 0001710537
$21M501K0.64%Q1 202607
FULTON BANK, N.A.
CIK 0000883782
$15M356K0.52%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$14M334K0.00%Q1 202609
ACIMA PRIVATE WEALTH, LLC
CIK 0001761961
$12M278K3.65%Q1 202610
Clarion Wealth Managment Partners, LLC
CIK 0002081211
$11M251K9.53%Q1 202611
Old Port Advisors
CIK 0001744348
$10M248K2.39%Q1 202612
CROBAN
CIK 0001694663
$10M243K4.78%Q1 202613
FORTEM FINANCIAL GROUP, LLC
CIK 0001766509
$9M214K2.25%Q1 202614
ATWOOD & PALMER INC
CIK 0001044929
$9M204K0.48%Q1 202615
Gibraltar Capital Management, Inc.
CIK 0001625986
$8M187K1.34%Q1 202616
TRUSTMARK BANK TRUST DEPARTMENT
CIK 0000861176
$6M154K0.41%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M129K0.00%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M108K0.01%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$4M90K0.04%Q1 202620
Capital Market Strategies LLC
CIK 0001810158
$4M90K2.46%Q2 2025
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