Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / APPLIED FINA VAL
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Number of holders
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43
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Total 13F shares, excl. options
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6.51M
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Shares change
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+828K
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Total reported value, excl. options
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$278M
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Value change
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+$35.5M
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Number of buys
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28
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Number of sells
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-11
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Price
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$42.69
Significant Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q3 2025
46 filings reported holding VSLU - ETF OPPORTUNITIES TRUST - APPLIED FINA VAL as of Q3 2025.
ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.51M shares
.
Largest 10 shareholders include Crestwood Advisors Group, LLC (1.44M shares), NOVARE CAPITAL MANAGEMENT LLC (799K shares), Newman Dignan & Sheerar, Inc. (688K shares), Watchman Group, Inc. (635K shares), Jacobi Capital Management LLC (433K shares), Fulton Bank, N.A. (272K shares), EverSource Wealth Advisors, LLC (257K shares), ACIMA PRIVATE WEALTH, LLC (240K shares), ATWOOD & PALMER INC (211K shares), and JPMORGAN CHASE & CO (172K shares).
This table shows the top 43 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.