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

ETF OPPORTUNITIES TRUST

55 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 26923N405·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$456M
visible holders
Holders
55
filers reporting
Concentration
30.30%
Crestwood Advisors Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported VSLU in Q2 2026. Crestwood Advisors Group, LLC leads at 30.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crestwood Advisors Group, LLC
CIK 0001426853
$138M3.0M2.05%Q2 202602
Watchman Group, Inc.
CIK 0001748726
$38M774K8.65%Q3 202603
Newman Dignan & Sheerar, Inc.
CIK 0001566493
$36M750K6.93%Q3 202604
NOVARE CAPITAL MANAGEMENT LLC
CIK 0001388409
$35M751K2.47%Q2 202605
Jacobi Capital Management LLC
CIK 0001689646
$31M672K1.52%Q2 202606
FULTON BANK, N.A.
CIK 0000883782
$25M512K0.75%Q3 202607
JPMORGAN CHASE & CO
CIK 0000019617
$24M524K0.00%Q2 202608
EverSource Wealth Advisors, LLC
CIK 0001710537
$20M425K0.66%Q2 202609
ACIMA PRIVATE WEALTH, LLC
CIK 0001761961
$15M312K4.40%Q3 202610
Old Port Advisors
CIK 0001744348
$13M277K2.69%Q3 202611
Clarion Wealth Managment Partners, LLC
CIK 0002081211
$13M286K10.68%Q2 202612
CROBAN
CIK 0001694663
$11M244K4.97%Q2 202613
FORTEM FINANCIAL GROUP, LLC
CIK 0001766509
$11M217K2.16%Q3 202614
Gibraltar Capital Management, Inc.
CIK 0001625986
$9M202K1.44%Q2 202615
ATWOOD & PALMER INC
CIK 0001044929
$9M186K0.46%Q3 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M132K0.01%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M132K0.00%Q2 202618
TRUSTMARK BANK TRUST DEPARTMENT
CIK 0000861176
$6M119K0.33%Q2 202619
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CIK 0001841757
$5M110K1.30%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$5M93K0.03%Q3 2026
Page 1 of 3
35 more holders available. Log in →