APPLIED FINANCE IVS US SMID ETF

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IVSS·26923W108·US·ETF·Unknown - Unknown

IVSS (APPLIED FINANCE IVS US SMID ETF) is held by 3 institutional investors as of Q2 2026. Largest holders: Farther Finance Advisors, LLC ($1.1M), CIBC WORLD MARKET INC. ($653,818), CITADEL ADVISORS LLC ($544,449). Net institutional sentiment: Mixed.

3

Holders

$2.3M

Total Value

60% (5)

Consensus

3 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)67

Activist (13D/13G)53

Congressional (STOCK Act)37

Holder Quality

28

★★★★★

Elite

18

★★★★

Strong

36

★★★

Solid

74

★★

Below

19

★

Weak

Held by 3 funds

Who's Trading

Source dates: Price unavailable · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IVSS.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Farther Finance Advisors, LLC	Increased	36,891(+3.0%)	$1.1M	0.0%	—	26
CIBC WORLD MARKET INC.	Increased	21,850(+42.4%)	$653,818	0.0%	—	33
CITADEL ADVISORS LLC	New	18,195	$544,449	0.0%	—	34
UBS Group AG	Exited	0(-100.0%)	$26	0.0%	—	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$358,066	0.0%	—	0

IVSSAPPLIED FINANCE IVS US SMID ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer