DOSSIER · 13F Holders · Q1 2026
IVSI

APPLIED FINANCE IVS INTERNATIONAL LARGE ETF

7 institutions still hold APPLIED FINANCE IVS INTERNATIONAL LARGE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923W207·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$5M
visible holders
Holders
7
filers reporting
Concentration
58.33%
Advisory Services Network, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported IVSI in Q1 2026. Advisory Services Network, LLC leads at 58.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Advisory Services Network, LLC
CIK 0001573876
$3M109K0.04%Q1 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$697K26K0.02%Q1 2026
03
Farther Finance Advisors, LLC
CIK 0001992825
$430K15K0.00%Q2 2026
04
CIBC WORLD MARKET INC.
CIK 0001421224
$426K16K0.00%Q1 2026
05
TAGStone Capital, Inc.
CIK 0001903044
$295K7K0.10%Q1 2026
06
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
CIK 0000883734
$213K7K0.12%Q2 2026
07
UBS Group AG
CIK 0001610520
$21180.00%Q1 2026