HolderBook

EXCHANGE LISTED FDS TR (OPPX)

Institutional ownership reported to the SEC as of Q3 2023, across 11 quarters.

3
Reporting holders
$19.6M
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
Spire Wealth Management$19.1M839,3030.73%11q+8.0%+$1.4M
CITADEL ADVISORS LLC$322.3K14,1740.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$211.7K9,3080.00%4q-38.3%-$131.6K

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
Q3 20233$19.6M862,7851110.0%
Q2 20233$18.6M792,7870120.0%
Q1 20234$17.8M794,5630040.0%
Q4 20224$1.3M1,293,7292020.0%
Q3 20222$31.3M1,501,4590110.0%
Q2 20223$16.1M757,1670030.0%
Q1 20223$47.0M1,918,5021110.0%
Q4 20213$26.9M936,5450110.0%
Q3 20214$23.8M890,2450400.0%
Q2 20215$19.7M770,5572200.0%
Q1 20214$7.1M279,6993000.0%