13FBOX
ETF OPPORTUNITIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

ETF OPPORTUNITIES TRUST

TSPY
Institutions
31
Combined AUM (Q2 2026)
$42.8M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+425,569
25 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23,448
9 · 6 Exit · ≈
⚖️ Net
+402,121
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$42.8M
Institutions
31
New Buys
10
Adds
15
Reduces
3
Exits
6
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Clear Street Group Inc.
0.04%0.05%#9$17.5M689,516$12.8M554,049+135,467+24.45%Add
Summit Financial, LLC
0.11%0.11%#5$10.3M401,354$8.3M353,539+47,815+13.52%Add
Chicago Partners Investment Group LLC
0.05%0.01%#7$2.5M97,559$452,39218,074+79,485+439.78%Add
Integrated Wealth Concepts LLC
0.01%0.01%#14$2.1M82,966$1.6M67,255+15,711+23.36%Add
Triumph Capital Management
0.32%0.32%#2$1.8M70,290$1.6M66,685+3,605+5.41%Add
Milestone Asset Management Group, LLC
0.75%0.8%#1$1.5M58,997$1.4M59,091-94-0.16%Reduce
Arete Wealth Advisors, LLC
0.04%0.07%#10$1.1M44,259$895,00238,661+5,598+14.48%Add
Farther Finance Advisors, LLC
0.01%<0.01%#15$735,06529,031$106,3714,581+24,450+533.73%Add
Sanctuary Advisors, LLC
<0.01%<0.01%#18$673,33526,593$307,51613,284+13,309+100.19%Add
Cloud Capital Management, LLC
0.23%0.24%#4$619,15024,453$553,00023,666+787+3.33%Add
Focus Partners Wealth
<0.01%#22$585,65223,130$00+23,130New Buy
Wealthcare Advisory Partners LLC
0.01%0.01%#13$561,78222,187$376,58516,267+5,920+36.39%Add
J. M. Brown & Associates Inc.
0.24%#3$424,50816,766$00+16,766New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#25$382,33215,100$280,11512,100+3,000+24.79%Add
Arax Advisory Partners
<0.01%#19$380,69315,035$00+15,035New Buy
Kingsview Wealth Management, LLC
0.01%<0.01%#16$311,46013,454$311,46013,45400.00%Unchanged
Kesler, Norman & Wride, LLC
0.05%#8$303,95512,005$00+12,005New Buy
OLD MISSION CAPITAL LLC
<0.01%<0.01%#17$283,76111,207$238,60710,307+900+8.73%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#27$223,8038,839$00+8,839New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#23$208,9208,251$00+8,251New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#21$167,9226,632$153,8096,644-12-0.18%Reduce
Essential Investment Partners LLC
0.06%#6$75,0942,966$00+2,966New Buy
SWAN Capital LLC
0.02%0.01%#11$58,6412,316$22,178958+1,358+141.75%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$56,9702,250$45,1431,950+300+15.38%Add
PIN OAK INVESTMENT ADVISORS INC
0.02%0.01%#12$21,522850$20,00085000.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#29$17,724700$16,20570000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#28$9,368370$00+370New Buy
TUCKER ASSET MANAGEMENT LLC
<0.01%#20$6,991302$00+302New Buy
AE Wealth Management LLC
<0.01%<0.01%#26$5,068200$311+199+19,900.00%Add
SIMPLEX TRADING, LLC
<0.01%<0.01%#30$5,064200$75,2603,251-3,051-93.85%Reduce
MORGAN STANLEY
<0.01%#31$261$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow