Applied Fin Ivs US Smid ETFIVSSETF
13F holders, Q1 2026 (March 31)9holders +6
7new positions
1sold out
$25.98avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Applied Fin Ivs US Smid ETF (IVSS) in their 13F filings, up 6 from Q4 2025. 7 opened new positions and 1 sold out. The largest holders were EverSource Wealth Advisors, LLC ($5.8M), Atwood & Palmer Inc. ($3.2M) and Advisory Services Network, LLC ($2.5M).
- Company
- Applied Fin Ivs US Smid ETF
- Filed as
- ETF OPPORTUNITIES TRUST (Q1 2026)
- CUSIP
- 26923W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $11.0M |
| Exits | 1 | $779K |
All 13F filers, Q4 2025 → Q1 2026: 460,202 shares bought and 30,894 shares sold, net +429,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| EverSource Wealth Advisors, LLC | 0.18% | New | 224,789 | $5.8M |
| Atwood & Palmer Inc. | 0.18% | New | 123,235 | $3.2M |
| Advisory Services Network, LLC | 0.03% | Add +20.5% | 96,604 | $2.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +129.0% | 35,816 | $933K |
| Newman Dignan & Sheerar, Inc. | 0.15% | New | 27,722 | $719K |
| Accurate Wealth Management, LLC | 0.06% | New | 18,666 | $501K |
| Cibc World Market Inc. | 0.00% | New | 15,350 | $398K |
| Jane Street Group, LLC | 0.00% | New | 13,800 | $358K |
| UBS Group AG | 0.00% | New | 1 | $26 |
"% 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.