Applied Fin Ivs US Smid ETFIVSSETF
13F holders, Q2 2026 (June 30)10holders +1
3new positions
2sold out
1famous investor
$29.93avg. 13F price*
At the end of Q2 2026, 10 institutions reported holding Applied Fin Ivs US Smid ETF (IVSS) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were EverSource Wealth Advisors, LLC ($5.5M), Atwood & Palmer Inc. ($3.7M) and Advisory Services Network, LLC ($3.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Applied Fin Ivs US Smid ETF
- Filed as
- ETF OPPORTUNITIES TRUST (Q2 2026)
- CUSIP
- 26923W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 2 | $358K |
All 13F filers, Q1 2026 → Q2 2026: 54,038 shares bought and 55,698 shares sold, net −1,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| EverSource Wealth Advisors, LLC | 0.18% | Reduce -18.5% | 183,118 | $5.5M |
| Atwood & Palmer Inc. | 0.20% | Reduce -0.2% | 123,009 | $3.7M |
| Advisory Services Network, LLC | 0.03% | Add +5.0% | 101,391 | $3.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +3.0% | 36,891 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.16% | Add +2.8% | 28,504 | $853K |
| Accurate Wealth Management, LLC | 0.07% | Add +39.2% | 25,976 | $782K |
| Cibc World Market Inc. | 0.00% | Add +42.4% | 21,850 | $654K |
| Citadel Advisors | 0.00% | New | 18,195 | $544K |
| Tectonic Advisors LLC | 0.01% | New | 7,760 | $232K |
| GTS Securities LLC | 0.00% | New | 7,629 | $228K |
"% of holder's portfolio" is IVSS's weight in each manager's 13F, not the share of Applied Fin Ivs US Smid ETF the manager owns.