HolderBook

ETF OPPORTUNITIES TRUST (RAA)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

14
Reporting holders
$249.8M
Reported value
0.0%
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

FilerValueShares Their book Held Change
SMI Advisory Services, LLC$226.1M7,643,62436.64%6qHELD
EverSource Wealth Advisors, LLC$15.9M540,8690.54%6q+8.3%+$1.2M
Jacobi Capital Management LLC$1.8M60,5340.09%3q+97.2%+$879.8K
IFP Advisors, Inc$1.5M51,4820.03%6q+0.8%+$12.7K
Brookwood Investment Group LLC$1.2M40,0750.13%newNEW
JT Stratford LLC$1.1M38,6880.13%4q-9.3%-$117.1K
Straight Path Wealth Management$548.1K18,5880.13%6qHELD
EP Wealth Advisors, LLC$535.2K18,1500.00%5qHELD
TCI Wealth Advisors, Inc.$329.1K11,1620.01%6qHELD
GTS SECURITIES LLC$307.1K10,4160.01%newNEW
JANE STREET GROUP, LLC$212.6K7,2110.00%2q-81.5%-$936.0K
Blue Trust, Inc.$115.2K3,9060.00%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$64.6K2,1900.04%3qHELD
Virtu Financial LLC$57319,4200.02%newNEW
UBS Group AG$2910.00%newNEW

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 202614$249.8M8,446,8964320.0%
Q1 202615$234.5M8,417,3894610.0%
Q4 202514$225.9M8,026,7025520.0%
Q3 20259$210.5M7,703,5152210.0%
Q2 20258$196.4M7,620,9182400.0%
Q1 20258$167.1M7,422,6818000.0%