ETF OPPORTUNITIES TRUST (DYNI)
Institutional ownership reported to the SEC as of Q1 2025, across 6 quarters.
7
Reporting holders
$5.3M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | $4.2M | 161,530 | 0.76% | 3q | -8.8%-$401.0K |
| Atria Wealth Solutions, Inc. | $430.2K | 16,645 | 0.01% | 5q | -4.7%-$21.1K |
| Encompass More Asset Management | $326.2K | 12,619 | 0.10% | 5q | -17.2%-$68.0K |
| CITADEL ADVISORS LLC | $224.5K | 8,686 | 0.00% | new | NEW |
| UBS Group AG | $126.0K | 4,875 | 0.00% | 5q | +213.9%+$85.9K |
| CoreCap Advisors, LLC | $10.4K | 401 | 0.00% | 6q | -95.5%-$221.5K |
| WealthTrak Capital Management LLC | $2.5K | 97 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 82,555 | 0.01% | 2q | -8.4% |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 7 | $5.3M | 204,853 | 2 | 1 | 4 | 0.0% |
| Q4 2024 | 9 | $16.7M | 597,665 | 1 | 1 | 5 | 0.0% |
| Q3 2024 | 9 | $26.2M | 933,774 | 1 | 3 | 4 | 0.0% |
| Q2 2024 | 8 | $27.7M | 963,711 | 1 | 2 | 4 | 0.0% |
| Q1 2024 | 7 | $19.5M | 665,136 | 6 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $3.9M | 138,885 | 1 | 0 | 0 | 0.0% |