Who owns IVSX?
Applied Finance IVS International SMID ETF
4 institutions reported holding IVSX, worth $2.6M, in Form 13F filings for June 30, 2026.
Top 4 institutional holders of IVSX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | $1.3M | 55,652 | +10,718 shares |
| GTS Securities LLC | New York, NY | $574K | 23,687 | +13,606 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $346K | 14,290 | New position |
| THOR Investment Management Inc. /OH/ | Cincinnati, OH | $290K | 11,988 | 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 IVSX?
4 institutional managers reported holding IVSX in Form 13F filings for June 30, 2026, worth $2.6M in total. The largest reported position was held by Advisory Services Network, LLC, at $1.3M.
Did institutions buy or sell IVSX last quarter?
Reported 13F value rose 99.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 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 IVSX 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.