Applied Fin Ivs US Smid ETFIVSSETF
13F holders, Q4 2025 (December 31)3holders
$25.22avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Applied Fin Ivs US Smid ETF (IVSS) in their 13F filings. The largest holders were Advisory Services Network, LLC ($2.0M), GTS Securities LLC ($779K) and Farther Finance Advisors, LLC ($394K).
- Company
- Applied Fin Ivs US Smid ETF
- CUSIP
- 26923W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.2M |
| Exits | 0 | $0 |
Ownership 3 holders
| Advisory Services Network, LLC | 0.03% | New | 80,140 | $2.0M |
| GTS Securities LLC | 0.03% | New | 30,894 | $779K |
| Farther Finance Advisors, LLC | 0.00% | New | 15,641 | $394K |
"% 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.