IVSS ETF OPPORTUNITIES TRUST
FollowAPPLIED FIN IVS (fund)
10 managers (10 13F filers) reported a position in IVSS shares at 2026-06-30, 554,323 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 5
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 554,323
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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 183,118 | $5.48M | 0.18% | -41,671 | 13F-HRTimelineGroup |
| ATWOOD & PALMER INC | 123,009 | $3.68M | 0.2% | -226 | 13F-HRTimeline |
| Advisory Services Network, LLC | 101,391 | $3.03M | 0.03% | +4,787 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 36,891 | $1.1M | 0.01% | +1,075 | 13F-HRTimeline |
| Newman Dignan & Sheerar, Inc. | 28,504 | $853K | 0.16% | +782 | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 25,976 | $782K | 0.07% | +7,310 | 13F-HRTimeline |
| CIBC WORLD MARKET INC. | 21,850 | $654K | <0.01% | +6,500 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 18,195 | $544K | <0.01% | new | 13F-HRTimelineGroup |
| TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC | 7,760 | $232K | 0.01% | new | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 7,629 | $228K | <0.01% | new | 13F-HRTimeline |