12 institutions reported holding $16.6M of APPLIED FINANCE IVS US SMID ETF (IVSS) in SEC 13F filings for 2026-06-30. Largest institutional holders: EverSource Wealth Advisors, LLC ($5.5M), ATWOOD & PALMER INC ($3.7M), Advisory Services Network, LLC ($3.0M), Farther Finance Advisors, LLC ($1.1M), Newman Dignan & Sheerar, Inc. ($852,925). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $5.5M | 183,118 | Trimmed |
| 2 | ATWOOD & PALMER INC | $3.7M | 123,009 | Trimmed |
| 3 | Advisory Services Network, LLC | $3.0M | 101,391 | Added |
| 4 | Farther Finance Advisors, LLC | $1.1M | 36,891 | Added |
| 5 | Newman Dignan & Sheerar, Inc. | $852,925 | 28,504 | Added |
| 6 | Accurate Wealth Management, LLC | $782,059 | 25,976 | Added |
| 7 | CIBC WORLD MARKET INC. | $653,818 | 21,850 | Added |
| 8 | CITADEL ADVISORS LLC | $544,449 | 18,195 | New |
| 9 | TECTONIC ADVISORS LLC | $232,202 | 7,760 | New |
| 10 | GTS SECURITIES LLC | $228,283 | 7,629 | New |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | UBS Group AG | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30