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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Top investors of Applied Finance Ivs Us Smid Etf stock
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 | 97k | $2.5M | 21% | Mar 2026 |
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| Farther Finance Advisors | 37k | $1.1M | 3% | Jun 2026 |
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| Newman Dignan & Sheerar | 28k | $719k | 100% | Mar 2026 |
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| Accurate Wealth Management | 19k | $501k | 100% | Mar 2026 |
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| CIBC World Markets | 15k | $398k | 100% | Mar 2026 |
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| Jane Street | 14k | $358k | 100% | Mar 2026 |
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| UBS Group | 1.00 | $26.000000 | 100% | Mar 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 |
|---|---|---|---|
| Gts Securities | Dec 2025 | 31k | $779k |