13F Insight
DOSSIER · 13F Holders · Q1 2026
VSLU

ETF OPPORTUNITIES TRUST

50 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 26923N405·50 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$396M
visible holders
Holders
50
filers reporting
Concentration
29.84%
Crestwood Advisors Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported VSLU in Q1 2026. Crestwood Advisors Group, LLC leads at 29.8% 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
$118M2.8M1.99%Q1 202602
NOVARE CAPITAL MANAGEMENT LLC
CIK 0001388409
$34M804K2.66%Q1 202603
Newman Dignan & Sheerar, Inc.
CIK 0001566493
$33M716K6.34%Q2 202604
Watchman Group, Inc.
CIK 0001748726
$30M719K7.28%Q1 202605
Jacobi Capital Management LLC
CIK 0001689646
$26M616K1.44%Q1 202606
FULTON BANK, N.A.
CIK 0000883782
$21M449K0.63%Q2 202607
EverSource Wealth Advisors, LLC
CIK 0001710537
$20M425K0.66%Q2 202608
ACIMA PRIVATE WEALTH, LLC
CIK 0001761961
$14M313K4.20%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$14M334K0.00%Q1 202610
Old Port Advisors
CIK 0001744348
$13M272K2.48%Q2 202611
Clarion Wealth Managment Partners, LLC
CIK 0002081211
$11M251K9.53%Q1 202612
CROBAN
CIK 0001694663
$10M243K4.78%Q1 202613
FORTEM FINANCIAL GROUP, LLC
CIK 0001766509
$10M219K2.06%Q2 202614
Gibraltar Capital Management, Inc.
CIK 0001625986
$9M202K1.44%Q2 202615
ATWOOD & PALMER INC
CIK 0001044929
$8M178K0.44%Q2 202616
TRUSTMARK BANK TRUST DEPARTMENT
CIK 0000861176
$6M154K0.41%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M129K0.00%Q1 202618
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CIK 0001841757
$5M110K1.30%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M108K0.01%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$4M92K0.03%Q2 2026
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