SEC 13F Intelligence

DYFIETF OPPORTUNITIES TRUST

CUSIP 26923N660 · Yahoo Finance ↗ · Google Finance ↗

Etf Opportunities Trust (DYFI) has 18 institutional holders in Filings Flow’s 13F database, together reporting 2.45M shares worth $56M as of Q1 2026. The largest reported holders are Faithward Advisors, LLC, Compound Planning, Inc., and Palladiem, LLC.

Institutional Holders
18
Q1 2026
Reported Value
$56M
Ticker
DYFI
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 21Q4 ’25Q1 ’26: 18Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $55MQ4 ’25Q1 ’26: $56MQ1 ’26Q2 ’26: $17,756Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PALLADIEM, LLC$105M AUM5.57%$6M255.1KQ1 2026OLDER
Faithward Advisors, LLC$701M AUM2.82%$20M870.7KQ1 2026OLDER
WealthTrak Capital Management LLC$140M AUM2.00%$3M123.4KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM1.18%$2M84.8KQ1 2026OLDER
Blueprint Financial Advisors LLC$675M AUM0.86%$6M253.9KQ1 2026OLDER
Blueprint Investment Partners LLC$980M AUM0.59%$6M253.9KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.30%$10M426.9KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.07%$397,48517.5KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.03%$989,95043.5KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.03%$845,16936.6KQ4 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.02%$53,2462.3KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$627,14627.6KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$891,83439.2KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$93,2054.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$244,92010.8KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$207,1889.1KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$17,756780Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$60,5362.6KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$551,19023.6KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$8,843389Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$287,75212.5KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$293,32312.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$85,3323.7KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.