HolderBook

ETF OPPORTUNITIES TRUST (MSTU)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

40
Reporting holders
$20.1M
Reported value
62.3%
Held as options
+7
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
SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.8Moptions only0.00%3qOPTIONS
CITADEL ADVISORS LLC$2.9M597,6820.00%3qHELD
JANE STREET GROUP, LLC$2.8Moptions only0.00%3qOPTIONS
Optiver Holding B.V.$1.2M729,8210.00%3q+104.0%+$602.8K
Centric Wealth Management$1.1M125,1430.17%3qHELD
Scientech Research LLC$1.0M618,0040.81%newNEW
SBI Securities Co., Ltd.$801.2K494,5740.02%3q+436.6%+$651.9K
StoneX Group Inc.$690.8K159,0330.03%newNEW
TWO SIGMA SECURITIES, LLC$353.0K217,8800.03%3q+144.1%+$208.3K
RENAISSANCE TECHNOLOGIES LLC$286.7K177,0000.00%2q-53.1%-$325.0K
UBS Group AG$241.4K149,0270.00%3q-21.5%-$66.2K
Creative Planning$233.0K143,8400.00%3q+5.6%+$12.3K
Jump Financial, LLC$130.4K80,4960.00%2q+37.1%+$35.3K
IMC-Chicago, LLC$101.8K62,8700.00%newNEW
Concurrent Investment Advisors, LLC$97.9K60,4570.00%newNEW
XTX Topco Ltd$85.0K52,4970.00%newNEW
WJ Financial Advisors LLC$59.9K37,0000.04%2q+5.7%+$3.2K
Turner Financial Group, Inc.$51.2K31,5780.05%newFIRST
CORRECT CAPITAL WEALTH MANAGEMENT$32.8K20,2200.01%3qHELD
INDEPENDENT FINANCIAL GROUP, LLC$30.4K18,7500.00%newNEW
United Advisor Group, LLC$27.5K16,9920.00%newNEW
Sanctuary Advisors, LLC$25.9K16,0120.00%newNEW
Summit Financial, LLC$22.9K14,1140.00%newNEW
Savvy Advisors, Inc.$21.9K13,5100.00%newNEW
HUB Investment Partners, LLC$17.0K10,5000.00%newNEW
Farther Finance Advisors, LLC$13.1K8,1000.00%newNEW
Providence Capital Advisors, LLC$8.1K5,0000.00%2qHELD
ROYAL BANK OF CANADA$8.0K5,0470.00%newNEW
MORGAN STANLEY$3.5K2,1710.00%2q+99.5%+$1.8K
TD Waterhouse Canada Inc.$9886100.00%newNEW
HRT FINANCIAL LP$692427,7630.00%3q+181.2%
Larson Financial Group LLC$4202590.00%3q+63.9%
Fortitude Family Office, LLC$4152560.00%2qHELD
Aptus Capital Advisors, LLC$3562200.00%2q+175.0%
Hickory Point Bank & Trust$3242000.00%newNEW
FIFTH THIRD BANCORP$3161950.00%2qHELD
AdvisorNet Financial, Inc$2841750.00%3qHELD
Tower Research Capital LLC (TRC)$2021250.00%2q-97.1%-$6.8K
Arax Advisory Partners$1821120.00%3q-5.9%
BANK OF MONTREAL /CAN/$49300.00%newNEW
Federation des caisses Desjardins du Quebec$21130.00%3q-82.2%

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 202640$20.1M3,869,513169662.3%
Q1 202633$29.0M2,575,8631410260.5%
Q4 202531$42.2M2,163,606300158.0%
Q3 202549$109.4M11,419,2109151653.6%
Q2 202561$305.4M17,038,19913131651.8%
Q1 202561$155.3M6,896,6882416975.7%
Q4 202454$352.6M20,551,908456055.7%
Q3 20247$17.2M339,74570020.8%