ETF OPPORTUNITIES TRUST (TDAQ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
15
Reporting holders
$74.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Clear Street Group Inc. | $56.5M | 1,989,331 | 0.14% | 2q | +144.2%+$33.4M |
| Summit Financial, LLC | $7.7M | 271,978 | 0.08% | 3q | +25.5%+$1.6M |
| Stegent Equity Advisors, Inc. | $3.7M | 129,539 | 2.64% | new | NEW |
| Concurrent Investment Advisors, LLC | $2.7M | 94,611 | 0.02% | 2q | +31.0%+$636.1K |
| Integrated Wealth Concepts LLC | $883.9K | 31,124 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $589.9K | 22,405 | 0.01% | new | NEW |
| Wealthcare Advisory Partners LLC | $522.8K | 18,409 | 0.01% | 2q | +29.4%+$118.7K |
| PFG Investments, LLC | $461.1K | 16,237 | 0.02% | new | NEW |
| Milestone Asset Management Group, LLC | $370.0K | 13,028 | 0.19% | 3q | HELD |
| BROWN ADVISORY INC | $346.7K | 12,208 | 0.00% | new | NEW |
| GTS SECURITIES LLC | $205.8K | 7,246 | 0.00% | 2q | -73.1%-$559.3K |
| COMPASS FINANCIAL MANAGEMENT LLC | $142.0K | 5,000 | 0.02% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $118.2K | 4,162 | 0.00% | 3q | HELD |
| UBS Group AG | $10.0K | 353 | 0.00% | 3q | +17.3%+$1.5K |
| HRT FINANCIAL LP | $454 | 16,004 | 0.00% | 2q | -67.0% |
| WELLS FARGO & COMPANY/MN | $4 | 0 | 0.00% | new | NEW |
| PIN OAK INVESTMENT ADVISORS INC | $2 | 50 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $74.2M | 2,615,631 | 6 | 5 | 1 | 0.0% |
| Q1 2026 | 10 | $27.6M | 1,171,973 | 6 | 4 | 0 | 0.0% |
| Q4 2025 | 4 | $1.5M | 56,327 | 4 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $341.9K | 13,055 | 2 | 0 | 0 | 0.0% |