HolderBook

ETF OPPORTUNITIES TRUST (DYFI)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

18
Reporting holders
$59.0M
Reported value
0.0%
Held as options
+0
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

FilerValueShares Their book Held Change
Faithward Advisors, LLC$20.5M901,6502.50%4q+3.6%+$703.8K
Compound Planning, Inc.$11.3M496,1080.29%10q+16.2%+$1.6M
Blueprint Investment Partners LLC$6.2M272,9040.52%4q+7.5%+$431.6K
Blueprint Financial Advisors LLC$6.2M272,9040.69%4q+7.5%+$431.6K
PALLADIEM, LLC$5.8M255,1395.63%3qHELD
WealthTrak Capital Management LLC$2.9M127,0441.90%7q+3.0%+$83.6K
International Private Wealth Advisors LLC$1.9M82,6680.97%10q-2.5%-$49.0K
AXXCESS WEALTH MANAGEMENT, LLC$966.8K42,4700.02%10q-2.5%-$24.5K
Kingsview Wealth Management, LLC$949.7K41,7160.01%3q+6.3%+$56.6K
GTS SECURITIES LLC$661.9K29,0760.01%newNEW
Ashton Thomas Private Wealth, LLC$446.0K19,5920.01%10q-29.0%-$182.0K
Encompass More Asset Management$373.1K16,3880.05%8q-6.3%-$25.0K
Atlas Wealth Partners, LLC$365.4K16,0500.40%4q-2.4%-$9.1K
Aptus Capital Advisors, LLC$207.5K9,1140.00%10qHELD
Farther Finance Advisors, LLC$186.4K8,1860.00%2q-23.9%-$58.6K
CoreCap Advisors, LLC$17.8K7800.00%8q+0.5%
Integrated Wealth Concepts LLC$9.7K4240.00%newNEW
AE Wealth Management LLC$2.1K930.00%4q-76.1%-$6.7K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202618$59.0M2,592,3062770.0%
Q1 202618$55.8M2,451,2252920.0%
Q4 202520$54.9M2,381,4914670.0%
Q3 202518$40.7M1,746,6505370.0%
Q2 202515$21.5M929,2722630.0%
Q1 202516$24.1M1,044,5041570.0%
Q4 202418$29.1M1,249,9241680.0%
Q3 202418$26.0M1,085,56161110.0%
Q2 202413$24.8M1,042,1452640.0%
Q1 202411$26.6M1,066,62811000.0%