DOSSIER · 13F Holders · Q2 2026
IVSS
APPLIED FINANCE IVS US SMID ETF
10 institutions still hold APPLIED FINANCE IVS US SMID ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 26923W108·10 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
10 institutions reported IVSS in Q2 2026. EverSource Wealth Advisors, LLC leads at 35.6% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.