IVSS Institutional Ownership
Applied Finance IVS US SMID ETF
1W: +0.1%
1M: -3.8%
3M: -3.6%
YTD: +15.0%
$29.11
+0.23 (+0.81%)
Weekly Expected Move ±1.4%
$28
$29
$29
$30
$30
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Institutional Ownership — IVSS
12
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
3
New Positions
5
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 183,118 | $5M | -41,671 | -18.5% | 2Q | SEC ↗ |
| 2 | ATWOOD & PALMER INC | 123,009 | $4M | -226 | -0.2% | 2Q | SEC ↗ |
| 3 | Advisory Services Network, LLC | 101,391 | $3M | +4,787 | +5.0% | 3Q | SEC ↗ |
| 4 | Farther Finance Advisors, LLC | 36,891 | $1M | +1,075 | +3.0% | 3Q | SEC ↗ |
| 5 | Newman Dignan & Sheerar, Inc. | 28,504 | $830K | +782 | +2.8% | 2Q | SEC ↗ |
| 6 | Accurate Wealth Management, LLC | 25,976 | $756K | +7,310 | +39.2% | 2Q | SEC ↗ |
| 7 | CIBC WORLD MARKET INC. | 21,850 | $636K | +6,500 | +42.3% | 2Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC NEW | 18,195 | $530K | — | +0.0% | 1Q | SEC ↗ |
| 9 | TECTONIC ADVISORS LLC NEW | 7,760 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 10 | GTS SECURITIES LLC NEW | 7,629 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 0 | $0K | -13,800 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 18,195 | $530K |
| TECTONIC ADVISORS LLC | 7,760 | $226K |
| GTS SECURITIES LLC | 7,629 | $222K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 13,800 | $402K |
| UBS Group AG | 1 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Accurate Wealth Management, LLC | +7,310 | +39.2% | 25,976 |
| CIBC WORLD MARKET INC. | +6,500 | +42.3% | 21,850 |
| Advisory Services Network, LLC | +4,787 | +5.0% | 101,391 |
| Farther Finance Advisors, LLC | +1,075 | +3.0% | 36,891 |
| Newman Dignan & Sheerar, Inc. | +782 | +2.8% | 28,504 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | -41,671 | -18.5% | 183,118 |
| ATWOOD & PALMER INC | -226 | -0.2% | 123,009 |