IVSI ETF OPPORTUNITIES TRUST
FollowAPPLIED FINANCE (fund)
7 managers (7 13F filers) reported a position in IVSI shares at 2026-06-30, 174,385 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 4
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 174,385
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 112,677 | $3.25M | 0.04% | +3,322 | 13F-HRTimeline |
| CIBC WORLD MARKET INC. | 22,650 | $654K | <0.01% | +6,500 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 14,915 | $430K | <0.01% | +3,235 | 13F-HRTimeline |
| TAGStone Capital, Inc. | 7,059 | $326K | 0.1% | 0 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,685 | $279K | <0.01% | new | 13F-HRTimelineGroup |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 7,388 | $213K | 0.12% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 11 | $317 | <0.01% | +3 | 13F-HRTimelineGroup |