ETF OPPORTUNITIES TRUST (AIPI)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
25
Reporting holders
$9.9M
Reported value
10.3%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | $2.1M | 57,170 | 0.00% | 2q | +630.3%+$1.8M |
| SBI Securities Co., Ltd. | $1.2M | 32,393 | 0.03% | 6q | +23.4%+$228.4K |
| JANE STREET GROUP, LLC | $979.5K | 20,444 | 0.00% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $960.3K | 25,827 | 0.00% | 4q | -40.9%-$664.3K |
| Brookstone Capital Management | $925.4K | 24,889 | 0.01% | 6q | +14.5%+$117.4K |
| CITADEL ADVISORS LLC | $806.8K | options only | 0.00% | 7q | OPTIONS |
| Independence Wealth Advisors, LLC | $613.2K | 16,493 | 0.31% | 3q | +3.9%+$23.2K |
| Steward Partners Investment Advisory, LLC | $485.7K | 13,063 | 0.00% | 7q | HELD |
| Mariner, LLC | $461.0K | 12,400 | 0.00% | 5q | HELD |
| Falcon Wealth Planning | $358.8K | 9,650 | 0.02% | new | NEW |
| UBS Group AG | $289.1K | 7,776 | 0.00% | 3q | -38.3%-$179.6K |
| DECISION INVESTMENTS, INC | $277.4K | 7,462 | 0.25% | 3q | +1.0%+$2.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $211.6K | 5,691 | 0.00% | 7q | -55.1%-$259.6K |
| BANK OF MONTREAL /CAN/ | $66.1K | 1,779 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $45.9K | 1,235 | 0.00% | 5q | HELD |
| Allworth Financial LP | $44.6K | 1,200 | 0.00% | 7q | -1.2% |
| ROYAL BANK OF CANADA | $38.0K | 1,013 | 0.00% | 5q | +8.9%+$3.1K |
| NFSG Corp | $30.5K | 820 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $14.1K | 380 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $4.0K | 107 | 0.00% | 2q | +7.0% |
| LANARK FINANCIAL, INC. | $3.7K | 100 | 0.00% | 4q | HELD |
| Mountain Hill Investment Partners Corp. | $1.8K | 50 | 0.00% | 4q | +6.4% |
| Farther Finance Advisors, LLC | $1.3K | 35 | 0.00% | 3q | +6.1% |
| Janney Montgomery Scott LLC | $336 | 9,024 | 0.00% | 3q | +7.9% |
| HRT FINANCIAL LP | $315 | 8,494 | 0.00% | 3q | -70.9% |
| JPMORGAN CHASE & CO | $293 | 8 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $40 | 1 | 0.00% | 7q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 25 | $9.9M | 239,986 | 4 | 9 | 6 | 10.3% |
| Q1 2026 | 26 | $7.4M | 208,671 | 6 | 11 | 3 | 4.7% |
| Q4 2025 | 29 | $10.6M | 252,063 | 9 | 7 | 8 | 4.4% |
| Q3 2025 | 18 | $7.5M | 172,715 | 3 | 7 | 7 | 2.9% |
| Q2 2025 | 20 | $7.2M | 160,895 | 7 | 6 | 5 | 2.9% |
| Q1 2025 | 13 | $5.0M | 99,556 | 4 | 3 | 4 | 19.1% |
| Q4 2024 | 10 | $7.8M | 159,428 | 7 | 3 | 0 | 0.0% |
| Q3 2024 | 3 | $1.6M | 32,342 | 1 | 2 | 0 | 0.0% |
| Q2 2024 | 2 | $580.0K | 10,655 | 2 | 0 | 0 | 0.0% |