As of November 10, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of ETF Opportunities Trust. The largest reported stake is Katherine Handwerker Whitman's, at 36.5%. 11 filings are on record since March 17, 2026 (Schedule 13G, October 5, 2026).
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Key facts
- · Reporting person: Whitman Katherine Handwerker · Sole voting: 390,221 · Shared voting: 0 · Sole dispositive: 390,221 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-08
- · Holder: Whitman Katherine Handwerker · Percent: 13.3% · SCHEDULE 13G
- · Reporting person: Whitman Charles Thomas · Sole voting: 683,281 · Shared voting: 0 · Sole dispositive: 683,281 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-05
- · Holder: Katherine Handwerker Whitman · Percent: 36.6% · SCHEDULE 13G
- · Reporting person: Truist Financial Corp · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 74,203 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-10
ETF Opportunities Trust has 11 Schedule 13D or 13G filings on record since 2026-03-17. 2 holders' latest filing reports 5% or more of hcm large-cap growth etf shares of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 36.5% | 1,073,502 | SCHEDULE 13G, 2026-10-05 | 2026-09-30 | |
| 13.3% | 390,221 | SCHEDULE 13G, 2026-10-08 | 2026-09-30 | |
| Andrew Hill Investment Advisors, Inc. | 4.92% | 0 | SCHEDULE 13G/A, 2026-04-17 | 2026-03-16 |
| Truist Financial Corp | 2% | 74,203 | SCHEDULE 13G/A, 2026-07-10 | 2026-06-30 |
| 0% | 0 | SCHEDULE 13G/A, 2026-06-01 | 2026-05-29 |
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More on ETF Opportunities Trust and the records around it.
Companies that share a holder
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND VIII (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Whitman Charles Thomas | 683,281 | 0 | 683,281 | 0 | SCHEDULE 13G, 2026-10-05 |
| Katherine Handwerker Whitman | 1,073,502 | 0 | 1,073,502 | 0 | SCHEDULE 13G, 2026-10-05 |
| Whitman Katherine Handwerker | 390,221 | 0 | 390,221 | 0 | SCHEDULE 13G, 2026-10-08 |
| Truist Financial Corp | 0 | 0 | 74,203 | 0 | SCHEDULE 13G/A, 2026-07-10 |
| Hahn Philip Lawrence Alexander | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-06-01 |
The latest filing identifies ETF Opportunities Trust by CUSIP 26923W868 and gives its principal executive office as 8370 STONY POINT PARKWAY, SUITE 205, RICHMOND, VA 23235 (SCHEDULE 13G, 2026-10-08).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-17 | Andrew Hill Investment Advisors, Inc. | 8.94% | SCHEDULE 13G |
| 2026-04-01 | Hahn Philip Lawrence Alexander | 13.7% | SCHEDULE 13G |
| 2026-04-17 | Andrew Hill Investment Advisors, Inc. | 4.92% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 8.6% | SCHEDULE 13G |
| 2026-06-01 | Hahn Philip Lawrence Alexander | 0% | SCHEDULE 13G/A |
| 2026-07-08 | Truist Financial Corp | 6.3% | SCHEDULE 13G |
| 2026-07-10 | Truist Financial Corp | 2% | SCHEDULE 13G/A |
| 2026-10-01 | Katherine Handwerker Whitman | 36.6% | SCHEDULE 13G |
| 2026-10-05 | Katherine Handwerker Whitman | 36.5% | SCHEDULE 13G |
| 2026-10-08 | Whitman Katherine Handwerker | 13.3% | SCHEDULE 13G |
| 2026-10-08 | Whitman Katherine Handwerker | 13.3% | SCHEDULE 13G |
Questions about who owns ETF Opportunities Trust
Who owns ETF Opportunities Trust?
On this page, 2 holders' latest ownership filings report 5% or more of ETF Opportunities Trust: Katherine Handwerker Whitman (36.5%, Schedule 13G, filed 2026-10-05) and Whitman Katherine Handwerker (13.3%, Schedule 13G, filed 2026-10-08).
Who are the largest shareholders of ETF Opportunities Trust?
By the share each holder's latest filing reports, the largest holders of ETF Opportunities Trust on this page are Katherine Handwerker Whitman (36.5%) and Whitman Katherine Handwerker (13.3%).
When did Katherine Handwerker Whitman buy into ETF Opportunities Trust?
The filings give report dates, not purchase dates. The earliest filing from Katherine Handwerker Whitman on this page is the Schedule 13G, filed 2026-10-01, reporting 36.6%; its latest, Schedule 13G filed 2026-10-05, reports 36.5%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.