10 institutions reported holding $22.8M of ETF OPPORTUNITIES TRUST (DYFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Compound Planning, Inc. ($11.3M), Blueprint Investment Partners LLC ($6.2M), WealthTrak Capital Management LLC ($2.9M), AXXCESS WEALTH MANAGEMENT, LLC ($966,817), Ashton Thomas Private Wealth, LLC ($446,012). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Compound Planning, Inc. | $11.3M | 496,108 | Added |
| 2 | Blueprint Investment Partners LLC | $6.2M | 272,904 | Added |
| 3 | WealthTrak Capital Management LLC | $2.9M | 127,044 | Added |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $966,817 | 42,470 | Trimmed |
| 5 | Ashton Thomas Private Wealth, LLC | $446,012 | 19,592 | Trimmed |
| 6 | Encompass More Asset Management | $373,068 | 16,388 | Trimmed |
| 7 | Atlas Wealth Partners, LLC | $365,373 | 16,050 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $186,352 | 8,186 | Trimmed |
| 9 | CoreCap Advisors, LLC | $17,756 | 780 | Added |
| 10 | AE Wealth Management LLC | $2,117 | 93 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30