Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / APPLIED FINA VAL
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Number of holders
-
31
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Total 13F shares, excl. options
-
4.86M
-
Shares change
-
+255K
-
Total reported value, excl. options
-
$170M
-
Value change
-
+$8.85M
-
Number of buys
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19
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Number of sells
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-14
-
Price
-
$35.02
Significant Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q1 2025
35 filings reported holding VSLU - ETF OPPORTUNITIES TRUST - APPLIED FINA VAL as of Q1 2025.
ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.86M shares
.
Largest 10 shareholders include Crestwood Advisors Group, LLC (1.21M shares), NOVARE CAPITAL MANAGEMENT LLC (723K shares), Watchman Group, Inc. (586K shares), Jacobi Capital Management LLC (333K shares), JPMORGAN CHASE & CO (276K shares), Fulton Bank, N.A. (238K shares), ATWOOD & PALMER INC (208K shares), ACIMA PRIVATE WEALTH, LLC (205K shares), TRUSTMARK NATIONAL BANK TRUST DEPARTMENT (159K shares), and ENVESTNET ASSET MANAGEMENT INC (126K shares).
This table shows the top 31 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.