Who owns APPLIED FINANCE IVS US SMID ETF?
- Ticker: IVSS
- CUSIP Number: 26923w108
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Analyze quarterly positions in Applied Finance Ivs Us Smid Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold APPLIED FINANCE IVS US SMID ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| EverSource Wealth Advisors | 183k | $5.5M | -19% | Jun 2026 |
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| Atwood & Palmer | 123k | $3.7M | 0% | Jun 2026 |
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| Advisory Services Network | 101k | $3.0M | 5% | Jun 2026 |
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| Farther Finance Advisors | 37k | $1.1M | 3% | Jun 2026 |
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| Newman Dignan & Sheerar | 29k | $853k | 3% | Jun 2026 |
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| Accurate Wealth Management | 26k | $782k | 39% | Jun 2026 |
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| CIBC World Markets | 22k | $654k | 42% | Jun 2026 |
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| Citadel Advisors | 18k | $544k | 100% | Jun 2026 |
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| Gts Securities | 7.6k | $228k | 100% | Jun 2026 |
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Who sold out of Applied Finance Ivs Us Smid Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 14k | $358k |