Who owns IVSS?
Applied Finance IVS US SMID ETF
10 institutions reported holding IVSS, worth $16.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVSS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | Birmingham, AL | $5.5M | 183,118 | −41,671 shares |
| Atwood & Palmer Inc. | Kansas City, MO | $3.7M | 123,009 | −226 shares |
| Advisory Services Network, LLC | Atlanta, GA | $3.0M | 101,391 | +4,787 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.1M | 36,891 | +1,075 shares |
| Newman Dignan & Sheerar, Inc. | Providence, RI | $853K | 28,504 | +782 shares |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | $782K | 25,976 | +7,310 shares |
| CIBC World Market Inc. | Toronto, Ontario, Canada | $654K | 21,850 | +6,500 shares |
| Citadel Advisors LLC | Miami, FL | $544K | 18,195 | New position |
| Tectonic Advisors LLC | Frisco, TX | $232K | 7,760 | New position |
| GTS Securities LLC | New York, NY | $228K | 7,629 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVSS?
10 institutional managers reported holding IVSS in Form 13F filings for June 30, 2026, worth $16.6M in total. The largest reported position was held by EverSource Wealth Advisors, LLC, at $5.5M.
Did institutions buy or sell IVSS last quarter?
Reported 13F value rose 14.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVSS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.