Who owns Applied Finance IVS US SMID ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVSS from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 554,323 shares of Applied Finance IVS US SMID ETF worth $16.6M — about 43.3% of shares outstanding; the largest disclosed holder is EverSource Wealth Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$16.6M
value, 2026 filers
43.3%
of shares outstanding (554,323 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVSS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 183,118 | $5.5M | 0.2% | 14.3% | +271.4% |
| 2 | ATWOOD & PALMER INC | 123,009 | $3.7M | 0.0% | 9.6% | -0.2% |
| 3 | Advisory Services Network, LLC | 101,391 | $3.0M | 0.0% | 7.9% | +5.0% |
| 4 | Farther Finance Advisors, LLC | 36,891 | $1.1M | 0.0% | 2.9% | +3.0% |
| 5 | Newman Dignan & Sheerar, Inc. | 28,504 | $852,925 | 0.2% | 2.2% | +2.8% |
| 6 | Accurate Wealth Management, LLC | 25,976 | $782,059 | 0.1% | 2% | +39.2% |
| 7 | CIBC WORLD MARKET INC. | 21,850 | $653,818 | 0.0% | 1.7% | +42.3% |
| 8 | CITADEL ADVISORS LLCNEW | 18,195 | $544,449 | 0.0% | 1.4% | new |
| 9 | TECTONIC ADVISORS LLCNEW | 7,760 | $232,202 | 0.0% | 0.6% | new |
| 10 | GTS SECURITIES LLCNEW | 7,629 | $228,283 | 0.0% | 0.6% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.