ETF Opportunities Trust
13F holders, Q1 2025 (March 31)58holders +6
25new positions
16sold out
$5.47avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding ETF Opportunities Trust in their 13F filings, up 6 from Q4 2024. 25 opened new positions and 16 sold out. The largest holders were Citigroup Inc. ($11.8M), UBS Group AG ($6.9M) and Creative Planning ($4.9M).
- Company
- ETF Opportunities Trust
- CUSIP
- 26923N462
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.3M |
| Exits | 16 | $22.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,312,397 shares bought and 18,003,827 shares sold, net −14,691,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Citigroup Inc. | 0.01% | Reduce -13.1% | 2,166,982 | $11.8M |
| UBS Group AG | 0.00% | Add +174.7% | 1,269,869 | $6.9M |
| Creative Planning | 0.00% | New | 897,134 | $4.9M |
| Scientech Research LLC | 0.46% | New | 318,701 | $1.7M |
| SBI Securities Co., Ltd. | 0.06% | Add +60.0% | 308,201 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.28% | Add +329.5% | 288,210 | $1.6M |
| Bank of Montreal | 0.00% | Add +21470.0% | 215,700 | $1.2M |
| Correct Capital Wealth Management | 0.22% | Add +9.4% | 202,200 | $1.1M |
| HRT Financial LP | 0.01% | Add +68.6% | 156,008 | $851K |
| Optiver Holding B.V. | 0.03% | Reduce -30.6% | 118,847 | $650K |
| LMR Partners LLP | 0.02% | Reduce -15.0% | 114,688 | $626K |
| Murchinson Ltd. | 0.10% | New | 100,000 | $546K |
| Simplex Trading, LLC | 0.02% | Reduce -92.6% | 99,305 | $542K |
| Morgan Stanley | 0.00% | Reduce -29.2% | 98,491 | $538K |
| HighTower Advisors, LLC | 0.00% | Add +11.7% | 86,243 | $471K |
| Hartline Investment Corp./ | 0.06% | Add +205.6% | 85,577 | $467K |
| Narus Financial Partners, LLC | 0.13% | New | 70,400 | $384K |
| Signaturefd, LLC | 0.01% | Add +833.3% | 70,000 | $382K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +7.6% | 63,608 | $347K |
| Belvedere Trading LLC | 0.03% | Reduce -95.9% | 62,117 | $339K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.30% | Add +11.9% | 53,385 | $292K |
| SG Americas Securities, LLC | 0.00% | New | 47,800 | $261K |
| XTX Topco Ltd | 0.01% | New | 38,480 | $210K |
| Apollon Wealth Management, LLC | 0.00% | New | 35,600 | $194K |
| Two Sigma Securities, LLC | 0.03% | New | 34,249 | $187K |
| Jane Street Group, LLC | 0.00% | Reduce -99.7% | 30,935 | $169K |
| Kestra Advisory Services, LLC | 0.00% | Add +88.9% | 25,500 | $139K |
| Gainplan LLC | 0.09% | New | 25,000 | $137K |
| HUB Investment Partners, LLC | 0.00% | New | 20,000 | $109K |
| Independent Financial Group, LLC | 0.00% | Add +80.8% | 19,500 | $106K |
| Clarity Capital Partners LLC | 0.04% | New | 18,750 | $102K |
| Fiduciary Alliance LLC | 0.01% | Add +25.3% | 17,520 | $96K |
| Blue Sky Capital Consultants Group, Inc. | 0.06% | New | 16,446 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Add +311.2% | 13,863 | $85K |
| Lauer Wealth, LLC | 0.06% | New | 10,000 | $83K |
| United Capital Management of KS, Inc. | 0.02% | New | 15,017 | $82K |
| Brookwood Investment Group LLC | 0.01% | — | 14,737 | $80K |
| CWA Asset Management Group, LLC | 0.00% | No change | 12,605 | $69K |
| Bogart Wealth, LLC | 0.00% | New | 12,000 | $66K |
| CW Advisors, LLC | 0.00% | New | 12,000 | $66K |
| Precision Wealth Strategies, LLC | 0.05% | New | 11,192 | $61K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 4,410 | $24K |
| Headlands Technologies LLC | 0.00% | Add +885.3% | 4,148 | $23K |
| Spire Wealth Management | 0.00% | New | 3,325 | $18K |
| Activest Wealth Management | 0.00% | No change | 2,591 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 2,300 | $13K |
| Comerica Bank | 0.00% | No change | 1,950 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,750 | $10K |
| Royal Bank of Canada | 0.00% | No change | 1,000 | $5K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 745 | $4K |
| Capital Analysts, LLC | 0.00% | New | 750 | $4K |
| MAI Capital Management | 0.00% | No change | 650 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 620 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.0% | 600 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 577 | $3K |
| Larson Financial Group LLC | 0.00% | New | 290 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 200 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 85 | $464 |
"% of holder's portfolio" is ETF OPPORTUNITIES TRUST's weight in each manager's 13F, not the share of ETF Opportunities Trust the manager owns.