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DYFI ETF OPPORTUNITIES TRUST

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IDX DY FI IN ETF (fund)

20 managers (20 13F filers) reported a position in DYFI shares at 2024-12-31, 1,346,805 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
6
Reduced
8
Sold out
2
Shares held by filers
1,346,805

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Compound Planning, Inc.393,443$9.16M0.46%+139,44713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…168,777$3.93M0.62%+52,35213F-HRTimelineGroup
Simplicity Wealth,LLC168,777$3.93M0.82%+27,15713F-HRTimeline
International Private Wealth Advisors L…138,176$3.22M3.2%-9,93413F-HRTimeline
Cambridge Investment Research Advisors,…96,881$2.26M0.01%new13F-HRTimeline
WealthTrak Capital Management LLC79,069$1.84M1.56%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC70,151$1.63M0.04%-6,27013F-HRTimeline
Atria Wealth Solutions, Inc.58,718$1.37M0.02%-13,39713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC55,713$1.3M1.21%-2,01313F-HRTimeline
GTS SECURITIES LLC36,964$861K0.04%+10,63113F-HRTimeline
Encompass More Asset Management21,845$509K0.17%-75,46313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,744$436K<0.01%+2,69313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,318$403K0.02%-11,03113F-HRTimeline
Aptus Capital Advisors, LLC9,114$212K<0.01%-1,42313F-HRTimeline
CoreCap Advisors, LLC4,900$114K0.01%-3,99713F-HRTimeline
McIlrath & Eck, LLC4,100$95.5K0.01%new13F-HRTimeline
COMERICA BANK3,604$83.9K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG509$11.9K<0.01%+36013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$47<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.